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The ability to change the template for trminder letters

I've treid to find the template for these and have raised a support ticked with your team and given this response Hi Roger, Thanks for getting in touch. I have tried to change the Reminder letter template in our system but it seems at this moment ...
Guest over 5 years ago in IRIS KashFlow / Dashboard 1 Already exists

Read only access if you move onto new software

If the company grows and choose to move onto different software read only access to the kashflow account would be incredibly useful for the year end accounts and if any questions crop up in the future.
Guest over 5 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Show Custom Customer Fields on the main Customer Profile tab

Would it be possible for you to move / show the Custom Customer Fields (https://app.kashflow.com/customer_customFields.asp?custid=-1) on to the main profile page, once they have been defined? For example, if I create a custom field called "Company...
Guest over 5 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Memorable word - the fields should blank out after entry to avoid copying by others

Previously I accessed the KashFlow system via a third party where each letter of the memorable word was blanked out after entry to prevent someone looking over my shoulder and copying the letters. This is similar to the way a cash machine works to...
Guest almost 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Global document format change - not manually by customer!

In settings for PDF Themes I changed to use the 'Clean' Theme to my default expecting that this would actually be the new default for ALL documents produced from that point going forward. Apparently not so. i would have to go into every one of hun...
Guest almost 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

To see repeat purchaes ie DD & SO on a weekly/monthly basis

It would be useful to see regular repeat outgoings (D/D's or S/O's) when entering the month end date, at the moment you can only see them if entered manually.
Guest about 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

clients should have access to all their companies using only one log in detail and on single dashboard.

if the client have more than one company he/she should have access to all his/her companies using only one log in detail and on one single dashboard.. making it quick and easy for the client..
Guest over 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Sent message outbox

Would be good if we could have an outbox where we can see messages (invoices, direct debit mandates etc) that have been sent out. For direct debits, this would also allow us to sent a link in normal company email as an alternative.
Guest over 6 years ago in IRIS KashFlow / Dashboard 0 Will not implement

Customise left hand Navigation Panel

Make the left hand Navigation Panel words Customisable by the user to make it more user friendly. Example Payments change Credit Cards
Guest over 6 years ago in IRIS KashFlow / Dashboard 0 Will not implement

Search Box for ALL Users

I have 3 additional users on my account who need to be able to find invoices without using invoice numbers yet they don't have a search box option. It is proving to be extremely frustrating for them and me as I am having to search for things for ...
Guest about 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged