IRIS KashFlow

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Enhance the Customer Search functionality

Currently when you create a new invoice you have to put the exact customer name in to get a match I currently find this awkward, if I have a customer on the phone or in person, I request their name, they don't always give me the exactly the same n...

Ed about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

2 VOTE

Project details to nominal ledger reports

No description provided

David Lushington about 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

2 VOTE

a method / facility where by it is possible to maintain a record of email sent to customers

When sending invoices to customers you are able to keep track of all the emails sent and received between the two parties. This would work for purchases too.

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

The ability to include the month name in a line on a recurring sales invoice

For example, using something similar to a DATEDIFF function where you could enter a line in an invoice: "Email Hosting [MONTH]" but also if you are invoicing some items in advance and some in arrears to allow: [MONTH+1] and [MONTH-1]. Obviously th...

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

2 VOTE

ability to run a sales activity report of sales invoices ONLY i.e. not showing income from bank transactions

able to run a sales activity report of sales invoices ONLY i.e. not showing income from bank transactions

Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Optional 'Pay Online' button on invoices

We're all set to add the 'Pay Online' feature on our invoices but not being able to choose which invoices they go on is a real show stopper for us! Half of our clients are on Direct Debit so adding the 'Pay Online' option to their invoices will be...

Guest about 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

2 VOTE

Is it possible to enable "open link in a new tab" function when right click on the invoices/purchases #?

Dear Team,Is it possible to enable "open link in a new tab" function when right click on the invoices/purchases # ?Many thanks ~

Guest about 8 years ago in IRIS KashFlow / Other 1 Acknowledged

2 VOTE

Allow changing the accountancy code assigned to bank feeds

Please allow an accountancy code allocated to a transaction following a bank-feed to be viewed in a separate window and changed if necessary. At the moment if an accountancy code is wrongly allocated, the transaction can only be deleted and manual...

Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Standardise remittance advice formats

Currently a remittance advice for a single invoice payment is different to a batch invoice remittance advice. The more readable format is the batch invoice version, which would work equally well for a single invoice remittance

Guest about 8 years ago in IRIS KashFlow / Purchases 0 Acknowledged

2 VOTE

Auto Assign

We issue monthly invoices for the same value to multi clients. Auto-assign always matches to the most recent invoice, whereas it is the earliest invoice that a client is always going to pay first. Thus with auto credit control, they get an email a...

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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