IRIS KashFlow

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VAT Destination Rules

As the EU has brought in destination VAT charging (which may or may not be adopted by the KashFlow user), it is imperative that a standard VAT rate can also be added to each customer, which defaults to the standard VAT rate for the customer's EU c...

Rich Mellor over 2 years ago in IRIS KashFlow / Customers 1 New

1 VOTE

Customer Profile - VAT Registered / Based Option

In the customer profile, it is annoying to have to select the option for where a customer is VAT registered based (ie. home country, the EU, outside the EU etc). This should default to the country used for the billing address - as surely that is w...

Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

VAT Exception Reporting

With all of the changes to destination VAT charging etc, it is all too easy to make mistakes when editing invoices. An exception report would be good which looks at: a) Where the customer is not based in the home country (as per their Customer Pro...

Rich Mellor over 2 years ago in IRIS KashFlow / Reports 0 New

1 VOTE

Remember Setting for Transactions - Time Period

When viewing a customer record, the time period on the Transactions view defaults to This Year. Around the new year, this is problematic, as you cannot view some transactions, unless you switch the time period to ALL. However, when you return to t...

Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 New

3 VOTE

Adding products to quote & invoices

To add products it would be very helpful to have an overview of our products when 'Add line item' button is clicked and to be able to scroll down them to select the product the customer has ordered.

Kevin O'Neill almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

3 VOTE

Products & Services

Products and Services are what business is about. These should be viewable at the touch of a button. A button should be available on the LHS 'Products & Services' to view and edit. As a new user learning the system it takes at least three butt...

Guest almost 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

3 VOTE

Reinstate vCards import for Mac.

I use this option daily for multiple customers from Mac. There are of course workarounds to create CSV files but it's another job that was handled nicely previously.

Mark Woodward almost 7 years ago in IRIS KashFlow / Customers 3 Will not implement

3 VOTE

Ability To Select Contact When Sending Invoices/Quotes/Purchases/Statements etc

So the new multiple contact implementation is active now, and it leaves a lot to be desired. Currently you can add multiple contacts to a customer or supplier and mark if each contact should receive invoices/purchases (which apparently also applie...

Guest almost 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

3 VOTE

On a customer tab, be able to select a few invoices for download

At the moment if i want to download a few invoices from 1 customer, I have to go to the invoice page and find the invoices I want to download (which is not easy) and select them and then they all get downloaded on a single PDF. It should be possib...

Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

3 VOTE

When Add Customer now

When Add Customer now and update, it loses the customer page you just created, this need to change to as it was

Guest almost 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

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