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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
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 t...
Created 05 Oct 13:28 by Guest
IRIS KashFlow / Uncategorised
0
Acknowledged
1
Vote
Reports
One look at the issues on here and straight away the runaway issue is with reports.This is really starting to impact on the usability of Kashflow, and if its not usable its not worth using any longer. Can anyone from Kashflow at least acknowledge ...
Created 16 Jan 12:47 by George Ross
IRIS KashFlow / Reports
0
New
2
Vote
Automated conversion of Paypal imports
It would be hugely convenient if my Paypal imports were automatically converted to invoices rather than having to do it manually. Can this be set up?
Created 27 Sep 14:39 by Guest
IRIS KashFlow / Partner Apps
0
Acknowledged
1
Vote
Purchase Order Report
Our projects can take anywhere between 2 and 5 months to manufacture. We currently have more than 90 live purchase orders on our system. A report and option to download to CSV seems like it is vital for accounting purposes and stock control.
Created 11 Jan 11:20 by Lisa
IRIS KashFlow / Reports
0
New
1
Vote
send phone code authentication and allow customers to pick specific menu for other staff users
this would keep accounting details confidential while allowing clerks to add invoices and bills to system.
Created 08 Jan 09:27 by Guest
IRIS KashFlow
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New
2
Vote
CSV Upload to update current customers
The ability to be able to do a mass update on current customers, by using the customer code, and updating field details already on the system. At the minute this isn't allowed as it would be duplicated.
Created 15 Sep 08:47 by Guest
IRIS KashFlow / Customers
0
Will not implement
1
Vote
VAT duplicate entries
I have a building trade client that does monthly returns, many are likely to shift to this when the new building trade VAT rules come in. Most of his work is new build without VAT but due to the complexity of the receipts we often cannot reconcile...
Created 06 Jan 17:03 by Guest
IRIS KashFlow Connect / Reporting
0
New
2
Vote
Different reply to address
We use an external SMTP service to send kashflow notifications - however so it doesn't get in the way of our base domain MX records we run it via a subdomain EG out.domain.com - but our Kashflow is currently set to send them from EG domain.com - b...
Created 14 Sep 15:43 by Guest
IRIS KashFlow / Invoicing & Quotes
0
Acknowledged
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