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

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 over 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Being able to submit a partnership assessment to HMRC

Making your software compatible to automatically send end of year figures for a partnership to HMRC
Guest about 5 years ago in IRIS KashFlow / Uncategorised 0 New

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 over 7 years ago in IRIS KashFlow / Customers 3 Will not implement

Allow reports for individual bank accounts

I have three bank accounts and would like to be able to produce reports for each account as each account is for a seperate business but are still related.
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

Add a function to check supplier payment, date, total amount and individual invoice and amount paid under that one transaction.

I used to use sage and they had a function where I could check past payments to a supplier. For suppliers where you are paying numerous invoices 20/30/40 I could click on the total payment and it would list the individual invoices and amounts that...
Guest over 2 years ago in IRIS KashFlow / Suppliers 0 New

Remove archived bank accounts from dashboard

The dashboard is intended to give you a quick overview of where you stand but its currently quite crowded. Is there a way to remove archived bank accounts from dashboard so we're not wading through accounts that are not needed anymore? It would ne...
Guest almost 8 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

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 8 years ago in IRIS KashFlow / Customers 1 Acknowledged

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

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 8 years ago in IRIS KashFlow / Customers 1 Acknowledged