Help us improve

1 Vote

Memorable word - the fields should blank out after entry to avoid copying by others

Previously I accessed the KashFlow system via a third party where each letter of the memorable word was blanked out after entry to prevent someone looking over my shoulder and copying the letters. This is similar to the way a cash machine works to...

Created 11 Feb 15:14 by Guest

IRIS KashFlow / Dashboard

0 Acknowledged
1 Vote

Global document format change - not manually by customer!

In settings for PDF Themes I changed to use the 'Clean' Theme to my default expecting that this would actually be the new default for ALL documents produced from that point going forward. Apparently not so. i would have to go into every one of hun...

Created 11 Feb 14:45 by Guest

IRIS KashFlow / Dashboard

0 Acknowledged
1 Vote

Natwest bank is 5 days behind when importing transactions

When importing the bank feed from Natwest it is always 5 days behind. Kashflow have blamed the bank for the issue, however this is not true as we use Sage One also and the bank feed is up to date when importing. We cannot send Customer Statements ...

Created 11 Feb 14:05 by Louise Bradley

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Add a letterheaded document for the registered company so they can send a letter with company details etc to a customer

No description provided

Created 08 Feb 17:35 by Guest

IRIS KashFlow

0 Acknowledged
1 Vote

Running balance on Activity report

It would be great and vital for Auditing purposes if we can have a "running balance" option in the activity report creation screen. Auditors usually need opening and closing balance to reconcile on their side.

Created 06 Feb 11:39 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Being Able to Upload Project Numbers in a Journal Upload

This would benefit anyone who uses the project function as currently I have to upload a journal then go into that journal and assign a project manually to every line which can be very laborious.

Created 05 Feb 12:59 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Searchable custom fields

We use membership numbers to identify customers. we have generated a custom field but this is not searchable from the customer search bar.

Created 05 Feb 12:57 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Addition of a new date field on the invoice page and the ability to report on this field

Some of our work we invoice for is repeated on a six monthly or annual basis so would allow us to record the date of the next inspection and then run a report between a date range to see what work is required during that period.

Created 05 Feb 10:52 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Being to match "advanced payments" from bank transactions to sales and purchase invoices

Currently, any transactions posted from the bank to either the sales or purchase ledger can not be matched against a relevant invoice even though they have been correctly allocated against the customer or supplier. To match the payments to the inv...

Created 04 Feb 10:45 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Quarterly billing

All my invoices are quarterly so I’m stuck with manual at the moment

Created 01 Feb 17:01 by Guest

IRIS KashFlow / Invoicing & Quotes

3 Already exists