Help us improve

2 Vote

Maps re-introduced to customer profile

During a recent update the maps function was for some reason removed from the customer profile page, I used this function on a daily basis to get a rough idea of my customers location, which helped me to plan delivery routes, it was really helpful...

Created 14 Jun 13:21 by Guest

IRIS KashFlow / Customers

0
2 Vote

Transaction Searching

Under Suppliers / Customers you can set custom search fields for the transactions to view, This area could be improved even more to make it 'Super Helpful!' by adding a simple number showing the total number of transactions returned in the filter....

Created 09 Jun 14:34 by Ben

IRIS KashFlow / Invoicing & Quotes

0
2 Vote

You need to add at least 4 weekly pay to you product eould attract more customers

No description provided

Created 07 Jun 12:44 by Guest

KashFlow Payroll

0
2 Vote

Re-instate the Product Code column in the P&L report drill down

When a P&L report produces "Unassigned" items and you click through to the report, you get a list of all items, not just the unassigned ones. You used to get a column in the report showing the product code as well which then makes it easy to i...

Created 06 Jun 15:58 by William Garton-Jones

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

Please can we be able to Download the Unreconciled Bank Items to csv

This would be great for management accounts as currently I have to manually enter this all into our accounts on excel

Created 06 Jun 07:51 by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Remove archived bank accounts from dashboard

The dashboard is intended to give you a quick overview of where you stand but its currently quite crowded. Is there a way to remove archived bank accounts from dashboard so we're not wading through accounts that are not needed anymore? It would ne...

Created 02 Jun 07:39 by Guest

IRIS KashFlow / Dashboard

1 Acknowledged
2 Vote

Bureau Password Protection for each Client Payroll

It would be very useful (particularly post GDPR) for each client to be password protected within a bureau log in.

Created 29 May 11:13 by Guest

KashFlow Payroll

1 Future Consideration
1 Vote

Better filtering of invoices

Can I put an idea to you for an improvement. When I look at all my invoices I would love to be able to filter by month. This way I can see quickly at the bottom the values I am due in or the values I have sent out. So You could filter by job and m...

Created 18 Aug 18:32 by Peter Oram

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

be able to add companys bank details to customer statements

would make Statements much more professional looking - save time having to write an accompanying email with the Bank details on it

Created 18 Aug 12:24 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Invoice capture

The ability to capture invoices for easier upload - currently only an option from 3rd Party -making it a costly addition. Nearly all of the competitors offer this facility as part of the package

Created 18 Aug 12:03 by Guest

IRIS KashFlow / Purchases

1 New