Help us improve

1 Vote

details

Hi - I think that it would be useful for an extra box in the profile, for job description ?

Created 03 Aug 13:33 by Guest

IRIS KashFlow / Customers

0 New
3 Vote

to add interest automatically to outgoing invoices if theyre overdue

so currently I am emailing customers with overdue invoices and working out how much interest they owe id love it if I could set the rate of interest and time scale in which they need to settle the invoice so if this time scale was overdue that int...

Created 02 Feb 06:42 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
3 Vote

Enable Chat discussions to be downloaded

When you have a technical discussion on Chat it would be useful to be able to download a copy for future offline review

Created 31 Jan 11:37 by Guest

IRIS KashFlow / Other

0 Already exists
1 Vote

Option to include bank transactions on nominal export.

I need a full export of all transactions. My accountant asks for this each year, and its time consuming exporting the nominal report, then exporting each of the bank accounts transactions for the same date range to paste into the nominal export. A...

Created 01 Aug 09:07 by Guest

IRIS KashFlow / Reports

0 New
2 Vote

Bulk Customer Statements

It would be great if there was a way you could send out customer statements 'in bulk' to everyone, on say 1st of every month, rather than one-by-one individually.

Created 01 May 10:43 by Guest

IRIS KashFlow / Customers

0 New
3 Vote

Financial Project Report - Run the Global Project Report for a particular time period for all projects - not just for individual projects

We wish to monitor profitability of all projects for a particular time frame - e.g. per month, quarter or per financial year. Being able to see this information without having to manually compile it, will leave time to actually manage the projects...

Created 25 Jan 10:16 by Guest

IRIS KashFlow / Projects

0 Acknowledged
3 Vote

Make all the search functions search in the same way

Depending on the search box you use, there are different rules which govern each. For example in some you may input the second part of a customers name (eg Smith) but the search box needs the beginning of the name (which you may not recall off han...

Created 22 Jan 15:49 by Rob Smith

IRIS KashFlow / Other

0 Acknowledged
1 Vote

not an idea just another moan about kashflow

Why!, on bank feeds do particular transactions not show on their specific date they are debited. What I mean is, i have examples of a payment of the 26th April 2022 which unless you show the range of 19th to 27th April, bizzarely it appears. But i...

Created 29 Jul 17:07 by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Matching Rules not recognised any more if more than one word

Before the recent updates to the bank feeds you could have a couple or few words to search for in the matching rules. However, now it's only one word that KashFlow recognises and therefore this function has limitations as you might not have just o...

Created 23 Apr 07:07 by Katerina Kurgane

IRIS KashFlow / Bank

2 New
3 Vote

Extra Industry Sectors

Our business sector is not covered under the current options. This has been causing issues with the last update asking for information to be updated (fixed by support) For instance an option for "General Retail" or "Specialist Retail" would suff...

Created 17 Jan 19:40 by Ben

IRIS KashFlow / Other

0 Will not implement