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Reports

When I select the Nominal Ledger Reports with Opening balances, Sales , purchases & expenses also comes with Opening Balance. my suggestion is to give option for each & every item whether to select Opening Balance or Not. Then If i select ...
Guest almost 5 years ago in IRIS KashFlow / Other 0 New

can the templates open in word so as to be fully amendable as we require since the current templates are very clunky and have very narrow Fields which are very difficult to use.

Everyone will benefit from the improved flexibility and functionality in creating templates bespoke for their business!
Guest about 5 years ago in IRIS KashFlow / Other 0 New

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

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