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General Notes on Dashboard

We think it would be a great (and simple to add) feature to have a simple notes/reminders section on the Dashboard. We know notes can be added against specific customers, but it would be great if a small section could be added on the dashboard whe...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

4 VOTE

Show.select pdf template on invoice page.

Is it possible to show on the invoice page which template is selected for the pdfs, this should be easy as it's just displaying a field from the database? Or even better be able to choose the invoice template per invoice, although I understand thi...

Guest over 8 years ago in IRIS KashFlow 0 Acknowledged

4 VOTE

A calendar with reminder function so I can record important dates for my Kashflow account and key dates for my customers (e.g. annual review

It would be great if i could record financial related dates within a Kashflow Calendar. A lot of this data is elsewhere in other systems, but it would be useful to have a prompt within Kashflow. For example, I might be invoicing a client and see t...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

4 VOTE

Show product name if description is blank or column option on sales invoice

When creating a sales invoice it would be nice if the product name was shown if the description was blank or have product name as a column on the sales invoice.At the moment we are entering the product name twice, once in the product name and once...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

4 VOTE

additional columns

It would be great if you could add an additional column in the bank feeds to include the comments which are brought through from internet banking to allow the facility to edit the comments on the face of the bank feed.

Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

4 VOTE

Independent invoice numbering per customer

As small business owner, I don't wish to effectively send a report (the invoice number) of how many invoices I have raised in the past month to my customers every month. I find it strange that I cannot have invoices numbered ACME-0001, ACME-0002 e...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

4 VOTE

Rapidfire Batch Invoice

Rapidfire Batch InvoiceHaving moved from Quickbooks to Kashflow the Rapidfire Customer Code field can't find my customers by name although this is possible in Kashflow itself. When entering an invoice for an existing (Quickbooks) customer I need t...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

4 VOTE

Bulk customer source changing

When adding bulk customers via csv file i notice all customer sources are set to Other..... Idea would be to to able to bulk change catagories

Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

4 VOTE

Option to Attach scan of incoming invoice to purchases

It would be useful to be able to view a scan of an incoming invoice when reviewing creditor reports.

Nick Robinson over 8 years ago in IRIS KashFlow 0 Will not implement

4 VOTE

Default bank for customer/supplier payments

Allow a default bank account to be selected under customer and supplier details. Our company has more than one bank account (for different currencies for example). It would be good to be able to select which account a customer pays us to / we pay ...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

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