IRIS KashFlow

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Remove report option for basic level user

We have set up a new user at basic level but need to remove reports option. This allows for staff member to see reports which shows salaries, profit & loss and expenditure etc. Can this be done?

Julie Aitken about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Show me around - relocate or option to remove

Hello, Please can the 'Show me around' tab in the middle RH side of the screen either be relocated or have the option to remove completely. It's in the way sometimes, and some of our clients find it distracting. Many thanks

Heulwen Thomas about 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

Enable support for CapitalOnTap.com in Bank Feeds

Enable support for CapitalOnTap.com credit card transactions in Bank Feeds

Guest about 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Customer details saved in customer profile when creating an invoice

If the customer address & contact details are entered when creating an invoice, then the details should be saved either automatically or by giving the operator the option to save to the customer profile. Sometimes a Update Customer Records opt...

Chris Spencer about 6 years ago in IRIS KashFlow / Customers 1 Already exists

1 VOTE

supply to customer but invoice to another address or person on sales invoice

I have an estate agent who needs to be a supply to customer on the invoice and invoice to separate company ie landlord or company Should be useful to be able to link customer database to allow different customers Needs to show on invoice suppl...

Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

1) Implement date and time filtering 2) Add date and time filters to as many endpoints as possible

Because any integration will be based on date and time. Realistically, if a customer exports customers from KashFlow to another system automatically every 30 minutes, they aren't going to want to continuously send the same customer information eac...

Guest about 6 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

1 VOTE

Create a Delivery Note which can be converted to an Invoice

To create a Delivery Note without pricing when sending orders out, prior to issuing an invoice. The system could then allow the Delivery Note to be converted to an Invoice with relevant prices quoted.

Guest about 6 years ago in IRIS KashFlow / Customers 2 Acknowledged

1 VOTE

Create contact on import data

Please can you add something to the import process. Currently when importing if the Customer or Supplier account is not set up, Kashflow will fail on those lines and not really give you a good way of correcting it such as adding them manually and ...

Dominic Pascal about 6 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

Record multiple purchases on one screen

Ability to log multiple one-line purchases for various suppliers on one screen (maybe a table / grid). It would also be nice if you can optionally mark them as paid and enter a paid date if applicable. I think this would reduce admin time consid...

Guest about 6 years ago in IRIS KashFlow 0 Acknowledged

1 VOTE

Changing tax default in RapidFire

Why are operators not able to change the tax default in RapiFire which is essential for flat rate scheme users. OK we can use the fill down method but should not have to.

Guest about 6 years ago in IRIS KashFlow 0 Acknowledged

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