Help us improve

1 Vote

Integration with SyncroMSP

I would like to see an integration with SyncroMSP. https://syncromsp.com Currently they only synchronise with Xero and Quickbooks and I would like not to have to transfer away from Kashflow if possible. Thanks

Created 18 May 16:01 by Andy

IRIS KashFlow / Partner Apps

0 New
1 Vote

Report transaction efficiency

Enable Reports that once a transaction modified to return direct to report, as at present have to start all over again and start report from scratch

Created 18 May 15:54 by Guest

IRIS KashFlow / Reports

0 New
2 Vote

Enhance Search functionality with filters

The search functionality is excellent. However, it would be nice to narrow it down sometimes with filter options around dates, invoice amount, and other parameters.

Created 09 Oct 09:59 by Katrina Boydon

IRIS KashFlow / Other

0 Acknowledged
2 Vote

Have ability to file quotes so they disappear from list regardless of status

My quotes list gets longer and longer. Even closed quotes still appear in the list. Plus some quotes have a very long lead time and they don't need to be in the list. I would like them to remain associated in the customer record, of course. So, pe...

Created 09 Oct 09:58 by Katrina Boydon

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
2 Vote

Allow customers to be sorted by date added and not only alphabetically

I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.

Created 09 Oct 09:53 by Katrina Boydon

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Consider bank transfer on the Unreconciled Bank Transaction Report

If the bank transfer has been reconciled then do not include on the report, if it hasn't been reconciled then include on the report.

Created 06 Oct 08:47 by Natasha Chryssafi

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

CSV IMPORT FOR PRICE INCREASES

I was disappointed to learn that it's not possible to use a CSV file to update prices. I've got 800+ unique stock codes on the system and tried to upload the new prices but couldnt and later found out that the system doesnt allow it. I would imagi...

Created 11 May 12:44 by Dave Harrell

IRIS KashFlow / Uncategorised

0 New
2 Vote

Allow the "Sales" role in multi-user setup to add Projects

I don't know why you felt it necessary to close this role off to Sales people, but it's the one additional feature that would make the new multi-user functionality fully fit for purpose at our company. I cannot see what the risk/problem is with th...

Created 05 Oct 13:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

VAT report/download improvement

In the detailed VAT report, KashFlow lists transactions included in each box of the VAT return, from box 1 to 9. Box 1 detail is the output tax detail for sales and Box 6 detail is the net value details for sales. But the order of the detail can b...

Created 10 May 11:37 by Steve Gatter

IRIS KashFlow / Reports

0 New
1 Vote

Bulk print Purchase Orders

It would be great to be able to bulk print Purchase Orders like you can with invoices.

Created 07 May 11:49 by Guest

IRIS KashFlow / Purchases

0 New