Help us improve

1 Vote

Date entry - show more than one month at a time, reducing need for drop down month change

When entering dates on invoices and purchases, particularly payment dates, it would be great if two or three months were visible at once (current, plus previous two months) without having to use the drop down box every time you have to enter a dat...

Created 26 Aug 10:35 by Guest

IRIS KashFlow / Payments

0 New
2 Vote

Credit limit for customers

This would be helpful so that we can keep track of how much a customer owes before they go over their credit limit.

Created 17 Jun 08:33 by Guest

IRIS KashFlow / Customers

0 Planned
3 Vote

Product sorting

Henry Lee Apr 9, 17:46 BST When the supplier product lists get very large it would be useful to be able to sort these via the product codes. In my case we have inadvertently installed the same product twice as we were unable to easily check that ...

Created 10 Apr 10:37 by Guest

IRIS KashFlow / Suppliers

0 Acknowledged
1 Vote

Be great to be able to merge Purchase Codes

I have 2 similar Purchase codes, each has multiple products but I want to be able to merge them into one Purchase Code

Created 24 Aug 14:57 by Paul Attrell

IRIS KashFlow / Purchases

0 New
3 Vote

Make reports printable

Essential reports like Nominal Ledger history/activity - more than one page long, can only be printed from CSV file - and only after a lot of editing and layout changes. This is a basic report which needs printing in legible easy format, and shoul...

Created 05 Apr 14:22 by Nikki Fothergill

IRIS KashFlow / Reports

1 Already exists
3 Vote

Budget

I would like to create a monthly budget in Kashflow to compare to the actuals. ie. Bud. Act. Var. Budgeting is fundamental to any business and should be really easy to implement into the software.

Created 30 Mar 08:53 by Guest

IRIS KashFlow / Other

0 Acknowledged
3 Vote

Fixed Asset register should be down-loadable in CSV format

Could easily compare totals to GL account.

Created 27 Mar 10:36 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Please could you add that if sending an invoice or a statement of account it picks up the accounts email address as selected in other information as an automatic feature.

Currently I have to in my primary contact details put in the accounts email address. This is inconvenient because if I need to contact my primary contact I have to remember to change the email details before I send and often I have sent an email t...

Created 18 Aug 11:28 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

Integrate with Microsoft PowerBI

Would be great if I could view my Kashflow position within PowerBI so I can view many parts of my small business in one place. Noticed that Xero has supported it for two years:- https://www.xero.com/blog/2016/02/xero-microsoft-power-bi-big-data-f...

Created 20 Mar 16:36 by Guest

IRIS KashFlow / Partner Apps

0 Acknowledged
3 Vote

Define and initiate payments directly from KashFlow

KashFlow should be able to produce an XML formatted file that can be uploaded to bank to initiate SEPA, BACS and Faster payments.

Created 08 Mar 16:09 by Guest

IRIS KashFlow / Payments

1 Will not implement