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Mass Update via CSV

First off which you can currently do - download all customer information in to csv. The new process I am then suggesting is that: When you need to update en mass, you can change within the CSV file all the details including customer setting like s...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

Different mileage rates and journey legs

The standard rate for mileage allowance is 45p per mile, but it is possible to claim an additional 5p per mile for each qualifying passenger. The feature update here is to not only be able to add a different rate, but multiple rates for different ...
Guest about 1 year ago in IRIS KashFlow / Payments 1 Part Released

RST API Knowledge base

Be really useful if there was a knowledge base for the REST API like there is for the SOAP API
Stephen Elliott 10 months ago in IRIS KashFlow / Reports 0 New

Add due date to aged creditors report

This would be useful to help us identify which creditors we need to pay in our payment run.
Guest 10 months ago in IRIS KashFlow / Purchases 0 New

Merge 2 Client Accounts

We have 2 client accounts for 1 client. This has happened because user didn't check if client had an account before adding as a client. For data cleansing and analysis, this is a bit of a pain, producing data that is lacking for the client. It wou...
Guest 10 months ago in IRIS KashFlow / Customers 0 New

import unmatched transactions into suspense account

All bank transactions have to be imported so why not get them in place with one upload? missing purchase orders can then be set up. Match does not appear to know about repeat purchases either
Guest 5 months ago in IRIS KashFlow / Bank 0 New

Reduce width of Invoice so that it fits screen without scrolling or reducing font size

In old Kashflow once you had selected Sales and Product Codes they were no longer displayed on the invoice - now they take up too much space and you have to scroll to see the whole line to include the total price. We can't reduce the screen size a...
Guest 10 months ago in IRIS KashFlow / Invoicing & Quotes 1 New

Update Product Pricing in Bulk

At the moment we have to go into each product individually to update pricing on over 500 products. I'd like the ability to view and edit the pricing and description on products from one page and the ability to bulk update.
Guest about 7 years ago in IRIS KashFlow / Other 2 Planned

MFA

Add Multifactor authentication
Guest over 1 year ago in IRIS KashFlow / Uncategorised 1 New

stop changing the layout for no reason

everyone would be log in and use the software without having to re learn it
Guest almost 7 years ago in IRIS KashFlow / Other 0 Will not implement