Help us improve

1 Vote

Matching rules maximum limit

Frustrating that there is a limit for how many bank matching rules you can have.

Created 03 Aug 10:37 by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Supplier Discounts

When entering products and purchase codes it would be helpful to have an option to set the price, the VAT and the supplier discount - currently I have to get the calculator out and work out some prices due to the multi-point decimal price due to s...

Created 03 May 12:54 by Ben

IRIS KashFlow / Purchases

0 Acknowledged
2 Vote

Search Box issue

Issue: Search box does not look up all data equally - after a recent support query #300676 I was advised that "The search bar in the top left only searches for invoice numbers or customer references" - This is not true. Example: I type in "FISH...

Created 03 May 12:35 by Ben

IRIS KashFlow / Dashboard

1 Acknowledged
2 Vote

LIST OF QUOTES ISSUED TO BE DOWNLOADABLE INTO EXCEL

It would be useful to be able to download the list of quotes issued into n excel spreadsheet so that staff without excel access are able to follow them up. Preferably to include customer name,address, contact phone/email which are not shown on pre...

Created 03 May 09:33 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Send a Receipt

There is no way to manually send a receipt without generating an invoice first and adding payment but it is still called an invoice which will cause confusion to some of my customers. Can receipts be added to the manual options we have?

Created 03 May 06:57 by Myke Snuggs

IRIS KashFlow

2 Acknowledged
2 Vote

Automate process of association of transaction to existing invoice or repeat invoice

Having recently signed up to Kashflow, I am gobsmacked that this is not an inherent feature. Simply looking for the ability within matching rules to associate a transaction to an invoice/repeat invoice, without having to manually do each time. So ...

Created 02 May 12:39 by Guest

IRIS KashFlow / Bank

1
2 Vote

Letters Facilities

It could be very useful to have letter sending facilities directly from KashFlow that are not financial related.

Created 01 May 09:16 by Guest

IRIS KashFlow / Other

0 Acknowledged
2 Vote

Option to delete additional user

Having employees leaving I'm unable to delete them as additional users,the only option is to disable them. To delete would be useful as you don't want by any chance someone logging in to mess up your accounts.

Created 26 Apr 10:17 by Barbara Laczny-Gomez

IRIS KashFlow / Other

2 Will not implement
2 Vote

Via the android app, create the function to switch between accounts without having to log out and log back in as a new user

Current process defeats the whole point of adding an easy access app to your portable device

Created 26 Apr 05:03 by Guest

IRIS KashFlow / Mobile Apps

0 Acknowledged
2 Vote

Login/Logout

it would be nice to have the option to stay logged in rather than be logged out every 5 minutes.

Created 25 Apr 17:17 by Guest

IRIS KashFlow / Other

2 Will not implement