IRIS KashFlow

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Automatic update of due date on invoice when you update the issued date.

I rarely send an invoice on the day I start it as I do monthly batches. Many of our customers have awkward payment terms - 65 days, 75 after month end etc. When I send the invoices I update the issued date but have to then manually work out the du...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

'Sales Order' system. At stafe between quotation and invoice.

It would help with 'open order' or 'back order' system. As it stands, we can raise two customer documents – ‘quotation’ and ‘invoice’. We’re finding it difficult to process orders without an in-between stage. We receive many orders which take time...

Guest over 4 years ago in IRIS KashFlow / Customers 1 New

2 VOTE

Bank Feeds: Add switch to stop automatically getting recent date range

Whenever I use the bank feeds, I want to select a date range. I have to wait for the current fetch process to complete before I can then enter my chosen date range. Reason: Wastes time Wastes bandwidth

Gary Newbrook over 4 years ago in IRIS KashFlow / Bank 0 New

3 VOTE

Report of unpresented cheques and deposits of a bank reconciliation.

A report that tells you the unpresented cheques and deposits after a bank reconciliation.

Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Fix the Dashboard so VAT continues to be shown as money owed by you until it is paid to HMRC

Everyone who pays VAT would benefit. At present, immediately at the end of the quarter the "money owed" ceases to include the VAT which has accrued over that quarter, even though it won't normally be paid out for another 6 weeks. It means that for...

Guest over 4 years ago in IRIS KashFlow / Dashboard 0 New

3 VOTE

Delivery receipt on emailed quotes and invoices

This would be so handy so you can tell if your customer has received their email!

Guest over 6 years ago in IRIS KashFlow / Customers 1 Will not implement

3 VOTE

Add more detail on the invoices list

It would be useful to see more details of the invoice like a brief description on which site that invoice relates to without having to click on each inoice to see what it was for.

Kirsty Willis over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

Make Kashflow work correctly on iPad (as it doesn't and has never done so)

Kashflow needs improvement when used on iPad and iPhone (other tablets and phones too but I haven't been able to test those) Using Kashflow on iOS. It really can be a headache to be honest. Screens come up then you can't exit back out of them, whi...

Guest over 4 years ago in IRIS KashFlow 0 New

2 VOTE

Customer statements should have the ability to print our bank details on the statement.

Customers ring to ask for bank details after receiving a statement. The details are on an invoice but customers pay from the statement.

Guest over 4 years ago in IRIS KashFlow / Customers 1 New

2 VOTE

Add net/gross/vat columns to purchase view

Can you add Net/Gross/VAT columns on the Purchase view? I use rules for when I'm importing transactions eg from my credit card statement. Once they're imported, I have to go to the Purchase tab, then scroll down and open each one individually to c...

Gavin over 4 years ago in IRIS KashFlow / Purchases 4 New

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