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Reminders for sales renewals
It would be good to have a tick box added to the sales section so that we could tick a the sales invoice then select a date for a reminder to either be emailed or an alert triggered.
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
9
Vote
Invoices printing for different sized Paper than A4
Currently even if a height and width is defined in the HTML and BODY styles for a PDF template. The PDF outputted is hard fixed to A4 size. I would like to suggest offering "A4", "A5" and "Custom" page size options. We use pre printed business for...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
9
Vote
LEAD TIME OPTION IN QUOTATIONS
We are currently using the quote valid for / duration as "LEAD TIME" however this is only editable from the setting page. We would love to be able to edit this for each quotation
Created 10 Jan 09:19 by Jack Kirby
IRIS KashFlow / Invoicing & Quotes
1
Acknowledged
8
Vote
Function to sort Employees by surname
Most systems sort by surname and/or forename. More intuitive and also more useful for exporting data for analysis.
Created 29 Apr 11:20 by Guest
KashFlow Payroll
0
Acknowledged
8
Vote
VAT detailed report to show what was actually submitted to HMRC for that particular VAT Return
It would be very useful if the VAT detailed Reports actually showed the figures that were submitted to HMRC for that particular VAT Return period. Since the last update it has become apparent that the total figures for the boxes on the VAT detai...
Created 18 Apr 13:55 by Melanie Vaughan
IRIS KashFlow / Reports
1
Acknowledged
8
Vote
Make an option to mark a supplier or customer invoice in query/dispute
Everyone would benefit from this, as we are currently paying invoices that are actually in query, but there is no option to show this other than to delete the invoice.
Created 15 Jan 12:58 by Guest
IRIS KashFlow Connect / Other
1
Acknowledged
8
Vote
Month by month Profit & Loss report (Separate columns)
We should be able to see how the business is doing on a monthly basis. At the moment, it is only possible to see P&L loss one month at a time or several months accumulated together. Would be good to see each month next to each other in separat...
Created 20 Nov 12:25 by Guest
IRIS KashFlow / Reports
1
Acknowledged
8
Vote
customer statements
Would it be possible to just click one button and print all customer statements but only those customers that owe you money. This would reduce the risk of missing a customer when having to tick each box next to the customer that you want to print ...
Created 10 Jan 09:27 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
8
Vote
2 Factor Authentication
Hi When I log in to Kashflow (as a client), I've noticed that I can set both my password and memorable word to the same thing - which presumably is not that secure? Would it be a good idea to have 2 Factor Authentication as part of the log in proc...
Created 10 Jan 09:27 by Guest
IRIS KashFlow / Uncategorised
4
Acknowledged
8
Vote
I suggest that you look at the number of wasted keystrokes on each bank
I feel that there are too many wasted keystrokes on each bank feed transaction. I would like a choice in the default so that it reverts to create instead of assign.I would like a choice in the defaults to be able set the default to transaction ins...
Created 10 Jan 09:26 by Guest
IRIS KashFlow / Uncategorised
2
Acknowledged
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