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27 Vote

Kashflow Payroll - Intergration to Kashflow Accounts Improvement

In Kashflow Payroll you can set staff up to differing departments,which is ideal, however the automated data integration into KAshflow Accounts only allows for a single accounts code for the total of the payroll and ignores the Departmental analys...

Created 10 Jan 09:18 by Guest

KashFlow Payroll

6 Acknowledged
27 Vote

Unified Customer & Supplier Accounts

Sometimes I have clients who are also suppliers. Would it be possible to have a tick box in their details to be Customers as well as Suppliers to save putting the info in twice?

Created 10 Jan 09:15 by Guest

IRIS KashFlow / Uncategorised

1 Will not implement
2 Vote

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.

Created 23 Apr 14:38 by Guest

IRIS KashFlow / Purchases

0 New
2 Vote

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...

Created 22 Apr 08:45 by Guest

IRIS KashFlow / Customers

0 New
3 Vote

Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...

Created 04 Jan 15:26 by Rob Wheatley

IRIS KashFlow / Customers

2 New
3 Vote

SETTING TRANSACTION DATES IN SALES AND PURCHASE ACCOUNTS

In the new version of Kashflow, the date in customer and supplier accounts defaults back to 01/01/2024 meaning no previous transactions can be seen. Not helpful when we're only on 04/01/2024! It would be helpful if I could set the default date mys...

Created 04 Jan 10:03 by Guest

IRIS KashFlow / Customers

0 Acknowledged
5 Vote

Secure Payroll Account data with multi factor authentication at login

Recommend security of account access should be increased using multi factor authentication (MFA), as per other Iris products. Also, MFA is a requirement for cloud services for companies applying for Cyber Essentials certification.

Created 31 May 14:13 by Guest

KashFlow Payroll

3 New
2 Vote

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...

Created 18 Apr 16:20 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
26 Vote

Date Entering Shortcuts

Can date short cuts be introduced to save time when entering a number of invoices/payments? It can be quite time consuming having to enter the full date every time. Examples being: 4 - enters 4th of the current month 4/3 - enters 4th March of curr...

Created 10 Jan 09:16 by Guest

IRIS KashFlow / Uncategorised

5 Acknowledged
26 Vote

Linking Stock Products/Components for Sales Units

It would be great to be able to 'build' a sales unit out of individual stock items. Once a sale is recorded, the stock decreases in the component items, thus making the control of stock much more automated and the monitoring of GP much easier. Thi...

Created 10 Jan 09:15 by Guest

IRIS KashFlow

0 Acknowledged