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1 Vote

Save emails sent via KF fprf later referencing back

At the moment we send invoices, or statements etc but there is no record other than a line in the notes saying "email sent". When customers come back and say you didn't send that or similar, we can reference back to tell them exactly what was said...

Created 17 Nov 14:25 by lisa bartup

IRIS KashFlow / Other

0 Acknowledged
1 Vote

password protecting invoices

with the GDPR it would be useful to be able to password protect invoices within Kashflow as currently i have to download the invoice, then re-save with a password and then upload into the invoice email. This takes a lot of extra time.

Created 15 Oct 07:30 by Guest

IRIS KashFlow / Invoicing & Quotes / Other

0 Acknowledged
1 Vote

intergrated epos or third party epos intergration to allow instant sales and stock info updates

small shops or businesses with a shop/café facility have to manually adjust stock levels and input sales within the kashflow system. If at the till when an item was scanned and sold, it entered the sale in kashflow and reduced the stock levels acc...

Created 01 Oct 12:38 by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

We have an item Age Group in our custom customer field settings. Is there a report to search for an age group ie: U09 or U15?

We are a football academy and each year we have to change all our members age group from say U11 and move them all up to U12. At present there is no way of downloading a report of their age group, so we have to trawl through each player. some of w...

Created 03 Aug 20:08 by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Password lock in Advanced Settings

When in the Advanced Settings on KashFlow, I feel as though it would be useful to have an option to use a password when locking a financial period. This will further secure the old financial periods which are then set in stone. This will reduce po...

Created 01 Aug 15:01 by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Stock Location to be added to Stock System

It would be useful for a stock location to be added to the Sales and Purchase Code setup, and especially to the Packing Slip, so that items could be picked easily and quickly and by any member of staff. Also, when items are re-stocked they could b...

Created 24 Jul 15:27 by Peter Simpson

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Manual backups

After a few days constant work on KashFlow, surely you'd expect to have the ability to backup your work at the end of the day? What is the process for restoring the backup data?

Created 13 Jul 11:07 by Guest

IRIS KashFlow / Other

1 Already exists
1 Vote

Allow Journal Templates to be edited

Journal templates are a useful shorthand for entering multi account entries, a prime example being paying your tax liabilities (Income tax & NI) each month. The problem is the values change from time to time (typically each tax year) meaning y...

Created 03 Jul 06:26 by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Fix where the CSV mapping files are saved

I have been told by your software support that the CSV import mapping file is only saved on the server that I happened to be logged into at the time and that you have 6 servers. So it is pot luck if I am logged into the same server next time I log...

Created 15 Jun 11:21 by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Depreciation journal incorrect

I have raised this with Support, who say it is calculating the depreciation as it should be in Kashflow, and if this is incorrect its a product issue not a support issue. This is an example of depreciating an asset - what should happen, as I und...

Created 13 Jun 10:44 by Heulwen Thomas

IRIS KashFlow / Other

0 Acknowledged