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IRIS KashFlow

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Archive v Hidden

Can the Customers Page be changed so that the archived customers are always hidden? Each time you say 'hide' and then get taken into another page, all archived customers show again. It's better to have it the other way around so only active custom...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Released

Hide archived customers as default

On the main customers page, it currently shows archived customers & current customers as default.I'd like to be able to hide archived customers as default (either select-able in settings or as a proper default) so that in my customers view I o...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Released

Increase Auto Log Out Time

Increase inactivity time options so that longer than an hour can be selected for people who are working from home and need it on all day and don't want to have to keep entering passwords etc
Guest about 8 years ago in IRIS KashFlow / Uncategorised 3 Released

Sandbox for API Testing

It would be nice to have some sandbox mode in the API to allow for testing new development (for example in the same way as GoCardless)
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Upload Terms & Conditions as PDF, which is automatically appended to every invoice sent

When we send invoices to clients (as a PDF) we always attach an additional page which is our invoicing terms and conditions. This is a full page, and cannot be accommodated on the front of the KashFlow invoice. We do this according to legal advice...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Show Project Name in Invoice & Quote List

Is it possible you could add a small feature to show tt he project name in the invoice and quote list pages? we deal with site names and having to refer to invoice numbers is a little confusing. Many thanks
Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Released

Start Date for Monthly Repeating Invoices

I'm setting up some monthly repeating invoices to start on 1st April. It's 25th Feb today ... so if I set the repeating day as 1st, KashFlow will send an invoice on 1st March. Looking through the list of items I want to set up today, 20 out of 24 ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

It does not appear to be possible to produce a detailed profit and loss and balance sheet report showing each individual nominal heading wit

It does not appear to be possible to produce a detailed profit and loss and balance sheet report showing each individual nominal heading with the values for the months side by side. This is something that is needed extremely urgently to monitor ov...
Guest about 8 years ago in IRIS KashFlow / Reports 1 Released

VAT Analysis Report Showing Items 0% and N/A

Currently the only way to check that the correct VAT code has been used for either N/A or 0% is to manually check individual transactions. The activity reports just show a value of £0.00 for VAT but do not show which code has been used. A report l...
Andrea about 8 years ago in IRIS KashFlow / Reports 5 Released

Bring back the drop down list of products there used to be for invoicing

Bring back the drop down list of products when creating invoices. Recent update means you have to put a letter of the product in, but when you have lots of products sometime you can't remember what exactly you named the product, so the drop down l...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Released