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12 Vote

Integrate with NeatConnect WiFi Scanners

http://www.neat.com/products/neatconnect/ Neat enables users to scan their items directly into a cloud storage without scanning into any computer. If KashFlow integrated with Neat, Users could have had their bookkeeping done by dropping their purc...

Created 10 Jan 09:17 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Add a photo to a customer profile

We are a gas heating and plumbing business. It would be really handy if we could attach a photo of a customers boiler to the relevant customer record in order that we can see the boiler/set up for that particular customer should they phone for adv...

Created 17 Nov 14:13 by Guest

IRIS KashFlow / Customers

1 Acknowledged
1 Vote

Bank feed import - bulk ignore transactions

There should be a function on the bank import screen to bulk ignore transactions. When re-connecting the bank and Kashflow brings in ALL the transactions again, you have to ignore those included in Kashflow already one at a time, which is extremel...

Created 14 Mar 09:16 by Heulwen Thomas

IRIS KashFlow / Bank

0 New
1 Vote

Bank feed and duplicate transactions

When re-connecting the bank, Kashflow brings in all the bank transactions again, creating duplicates. Why can't it recognise which transactions have been already imported into Kashflow and automatically ignore those?

Created 14 Mar 09:14 by Heulwen Thomas

IRIS KashFlow / Bank

0 New
3 Vote

Implement 2FA for manual logins

You need to take data security seriously and secure all logins via 2FA, ideally via authenticator app or encryption key

Created 15 Nov 14:24 by Guest

IRIS KashFlow / Uncategorised

0 New
2 Vote

Due dates on aged creditor report

It would be really helpful to see the due date of invoices on creditor reports . Not all invoices are due after 30 days and there is no way of knowing this from the report. You have to individually go into each invoice/supplier if you are not sure...

Created 14 Jul 08:54 by Guest

IRIS KashFlow / Reports

0 New
1 Vote

Retain customised view settings after log off

Why do our preferences keep getting changed?We need to see at least 100 purchase invoices and at least 365 days of invoices. Every time we log in the default is 10 purchase invoices and 90 days invoices. We need to see all customer history without...

Created 12 Mar 19:00 by Richard Cosier

IRIS KashFlow / Dashboard

0 New
1 Vote

FLAG/WARNING/HIGHLIGHT for customers/suppliers on hold

There are times when I forget that a customer or supplier should not be sent a statement. It would be incredibly useful to be able to flag/highlight to indicate on hold.

Created 12 Mar 12:43 by Guest

IRIS KashFlow / Customers

0 New
9 Vote

Pay in installments

We have quite high ticket invoices and sometimes we'd like clients to be able to have the option on their invoice to pay in instalments. So, they could pay 50% there and then and then the rest as and when they're able, but with a scheduled date fo...

Created 19 Oct 13:43 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
1 Vote

Invoice Template on App

I feel the app invoice template should match the desktop template or should at least be customisable, to avoid populating the email every time.

Created 07 Mar 19:16 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New