IRIS KashFlow

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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 almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

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 almost 7 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 almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

3 VOTE

The Invoice field should be able to accept letter and other characters

I have an invoice reference of the form "SB01/12345/1". This does not fit in the Invoice Number field because: 1. It is too long 2. Contains letters 3. Contains other characters I think this should be possible

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

2 VOTE

Retention held back

n the building industry most large contractors keep a percentage of retention on the original quote from a subcontractor. This only gets paid to the subcontractor when the site is completed or anything up to two years after. So you invoice for a c...

Magda Glynn over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

3 VOTE

Show invoice balances when using the search function

At the moment, when the search function is used it comes up with a list of invoices, the date and the customer. If you want to see if the balance has been paid you have to click on each invoice individually. It would be really helpful if this info...

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

1 VOTE

Create bespoke reports

I am trying to create a specific report for my needs and non of the standard reports have the full information which i require. It would be great if i could create a bespoke report.

Guest over 2 years ago in IRIS KashFlow / Reports 0 New

2 VOTE

Granular user permissions

Can you please add more granular user based permissions for example limited basic sales people to quotes only.

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

2 VOTE

Emails to customers - header to include invoice number automatically

When customers and book keepers check emails it would be an advantage if header included the invoice number as often a number of emails have to be opened to find a particular invoice

Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

2 VOTE

Giving users an enable/disable function to cancel changes Kashflow makes

It appears someone has had the idea to show all invoices (paid & unpaid) in the bank feeds matching section, which I disagree with and did not want, so I wonder is it possible to add in a enable/disable function for updates that Kashflow imple...

Michael Hopkins over 4 years ago in IRIS KashFlow / Bank 0 New

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