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...
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...
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?
Myke Snuggs
over 6 years ago
in IRIS KashFlow
2
Acknowledged
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 ...
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.
Barbara Laczny-Gomez
over 6 years ago
in IRIS KashFlow / Other
2
Will not implement
With your multi-user feature, is there any plan to introduce any sort of record lock that stops two users from amending the same invoice at once?
Currently, two different users can access the same invoice, edit and make changes, and it is the us...
Kashflow at the moment only allows you to record a corporation tax payment only (https://www.kashflow.com/support/kb/corporation-tax-2/) but no way of creating the initial liability (i.e. the amount due). So when you create the payment bank transa...
0
Acknowledged
1
0
Already exists
