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Search: lots of fields on a customer contact record would be returned on legacy Kashflow

Please expand searech fields on new KF
Guest almost 5 years ago in IRIS KashFlow / Other 0 New

The ability to add a past accounting period

Unfortunately within KashFlow you are unable to add in an Accounting Period prior to the one already entered : I'm trialling Kashflow as the upgrade of my last software failed to transfer all the data of the previous 3 quarters before I'd done the...
Guest almost 5 years ago in IRIS KashFlow / Other 0 New

Modern authentication for sending email

Microsoft will be disabling basic authentication for Exchange Online email accounts later this year: https://developer.microsoft.com/en-us/office/blogs/end-of-support-for-basic-authentication-access-to-exchange-online-apis-for-office-365-customers...
Andrew McAllister almost 5 years ago in IRIS KashFlow / Other 0 New

Journal fliter improvements (Future, This Month)

In the Journal list page when last month is selected only get last months journals list. If select this month get this month and all future journals (for accruals and prepayments). Expected to just see this months. Would also be good to have a fut...
Nic Atkin about 5 years ago in IRIS KashFlow / Other 0 New

Mileage tax year drop down

Currently the Tax year drop-down on the mileage trips page defaults to the current calendar year (i.e. today its showing as Tax year 2020/21). It would be nice if this were correct and it showed Tax year 2019/20 until April 6th...
Guest about 5 years ago in IRIS KashFlow / Other 0 New

Locking down or whitelisting IP addresses/domain names

As a business we operate on hosted desktops with a static IP. We have existing applications that are locked down to our IP address meaning that staff access to the systems can only be obtained via the hosted desktop environment. Remove access to t...
Guest about 5 years ago in IRIS KashFlow / Other 0 New

Provide Export facility for Product and Sales Codes - To support mass update and later import of updated stock and prices

We have quite a large set of purchase and sales stock codes and it would be really useful to support a full export (in CSV) that can be modified / updated (via Excel or Pages) and then re-imported. The current update process is way too lengthy.
David Green about 5 years ago in IRIS KashFlow / Other 1 Planned

Mileage

With my job I sometimes have to do multi drop deliveries from start point. On the the mileage page, it only gives you the option of a start and end point. Can you not customise it so I can put more stops on there?
Guest about 5 years ago in IRIS KashFlow / Other 0 New

Fix EC Sales List submission for services

If you only sell services, then Kashflow says that an 'ECSL is not required' on the VAT page. This is incorrect, as an ECSL is required for goods and services. Kashflow seems to submit an ECSL (containing sales of both goods and services) if the v...
Paul Smith over 5 years ago in IRIS KashFlow / Other 0 Acknowledged

Password to switch accounts

I have customers who would like to link there accounts but are worried about security. It would seem to be infinitely sensible to have to enter a password when switching so access can be restricted as not all users are common to both companies.
Guest over 5 years ago in IRIS KashFlow / Other 0 New