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2 Vote

A report for unreconciled items on the bank account

A report which lists items that are on the bank which have not been reconciled

Created 10 Jan 09:34am by Guest

IRIS KashFlow

1 Released
2 Vote

Send a copy of reports as they appear on the Kashflow screen rather than as a CSV

When asked to send a copy of a report from Kashflow, the CSV option is very unappealing and requires changes to make it user friendly. Why can we not save a copy of the report in a pdf format and attach this to an email to send? This looks far mor...

Created 10 Jan 09:32am by Guest

IRIS KashFlow / Reports

1 Released
2 Vote

Have the stay logged in option the FIRST time you log in. At the moment you have to wait till you are logged out, then login again

I do this every day. I log in get on with other work, find i am logged out and only then can i choose an option to stay logged in once i have logged in the second time. Ideally a cookie with your preference as a ticked option would be good.

Created 10 Jan 09:31am by Guest

IRIS KashFlow

0 Released
2 Vote

Draft Invoices feature

It would be a very useful feature if I could add an invoice and mark it as draft if it is not to be sent tot eh customer yet. This allows me to keep track of ongoing jobs and their value but without them showing on the system as live invoices.

Created 10 Jan 09:30am by Guest

IRIS KashFlow / Uncategorised

0 Released
1 Vote

To be able to set your items and not have to change it everytime you are logged out of kashflow

No description provided

Created 25 Sep 02:31pm by Guest

IRIS KashFlow / Invoicing & Quotes

5 Released
1 Vote

New customer transactions view - default filters

With the new UI I am having to change the custom time frame for transactions and transaction type every time I enter a customer account. This has added really quite a lot of additional clicks / time. The easiest way to solve this problem would be ...

Created 11 May 02:00pm by Oliver Sherrington

IRIS KashFlow / Customers

0 Released
1 Vote

Payments

This is a must to keep up with your competitors we need to be able to mark invoices as paid via the app please advise if this is in the thoughts of Kash flow as I will be looking else where if not many thanks

Created 19 Feb 11:22pm by Guest

IRIS KashFlow / Invoicing & Quotes

1 Released
1 Vote

app security logon

KASHFLOW GO - It is ridiculous that every time I have to input all of my security details EVERY time I open the app. The phone has so many features, such as password integration and fingerprint reader and yet here we are... I have no idea how go...

Created 7 Feb 10:41am by Guest

IRIS KashFlow / Mobile Apps

0 Released
1 Vote

Loading more than 10 invoices on batch payment

The batch payment system is useless if you have lots of invoices for a single customer. We can have 100 invoices for 1 client and you have to click the load more button so many times. It's far too time consuming. I understand you used to load more...

Created 30 Jan 11:37am by Guest

IRIS KashFlow / Customers

0 Released
1 Vote

Quotation summary columns should be the same as the Invoice summary columns in invoices/quotes/stats etc part of customer

This would be useful because what you see in the quotations summary just now is very limited

Created 30 Jan 09:28am by Rob Smith

IRIS KashFlow / Invoicing & Quotes

0 Released