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3 Vote

Matching rules for bank transactions

Matching Rules for bank transactions should have and/or function so you can match several narratives to same rule rather than create rule for each narrative. Example - salaries, at the moment you have to create rule for each payee rather than all ...

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

More naming options for Invoices, so the pdf files can have the date, company name etc in the file name.

More naming options for Invoices, so the pdf files can have the date, company name etc in the file name.

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged
3 Vote

Move column widths on all pages

Hi I would like to be able to move the column widths on pages such as invoices/projects/quotes/purchase orders (just like you can within Excel) to enable me to open up a specific column I am searching to view the full description I have entered. T...

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

test button for repeat invoices

A test button for repeat invoices. I am a new user, and I have to wait 24 hours to see if my changes have worked or not. Also, I unable to make the date objects work: "%m".

Created 10 Jan 09:30 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
3 Vote

The option of printing reports for each individual bank account we have on kashflow.

We would like to be able to run separate reports for each of our bank accounts - as we run a client account alongside our own. Therefore our outgoings show with our client's when we run a report - which makes it difficult to ascertain our current ...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

1 Will not implement
3 Vote

Ability to update payment terms for all existing suppliers

I am changing the payment terms for all of my customers. Unfortunately, when I updated the default payment terms, this is only applied to new customers. If I want to update payment terms for existing customers then I have to go in to each customer...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

bank feed delay

It seems that to get around a problem with bank feed items being duplicated, a 4 day delay has been put on some imports.Whilst this stops duplicates due to some banks showing pending and then actual payments, this causes issues with payments being...

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

A way of directly comparing monthly sales figures by year, side by side.

I want to compare monthly sales figures for my first year of trading with the same months in my second year, side by side. Preferably as a bar chart. For example, I want to see (at a glance) how I did in October 2015 compared to October 2016. This...

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Add the paid date to the sales list

Hi, Could you add a paid date to the sales list, alongside the issue and due dates.

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Enable document import/export from Microsoft OneDrive.

No description provided

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged