Help us improve

1 Vote

Reports should list transactions even if the total value is netted to zero

The Project P&L report does not list transactions when the total value is netted to zero. No report should NOT display anything if the total value netts to zero - you need to see the detail so you know it is correct.

Created 27 Apr 09:43 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Sent message outbox

Would be good if we could have an outbox where we can see messages (invoices, direct debit mandates etc) that have been sent out. For direct debits, this would also allow us to sent a link in normal company email as an alternative.

Created 25 Apr 14:28 by Guest

IRIS KashFlow / Dashboard

0 Will not implement
1 Vote

Customise left hand Navigation Panel

Make the left hand Navigation Panel words Customisable by the user to make it more user friendly. Example Payments change Credit Cards

Created 24 Apr 12:02 by Guest

IRIS KashFlow / Dashboard

0 Will not implement
1 Vote

It would be hugely useful and perhaps for an online solution serious about challenging Xero etc to be able to load a monthly budget so KF can reprort actual against budget on a monthly basis

Client reporting

Created 20 Apr 09:33 by Guest

IRIS KashFlow / Reporting

0 Acknowledged
1 Vote

Supplier Lookup (Purchases screen)

When you hit a curtain number of suppliers the auto lookup feature changes - apparently for speed?! Issue - When you have X number of suppliers recorded and active (over 2.5 pages) the look up feature changes apparently to make things easier an...

Created 17 Apr 13:16 by Ben

IRIS KashFlow / Purchases

1 Acknowledged
1 Vote

Update the Co-Operative Bank URL

Please can the URL for The Co-Operative Bank feed can be updated from the existing URL on KashFlow [http://www.co-operativebank.co.uk/], clicking on which currently gives rise to a 'The site id is not found' error message. To the URL for The Co-op...

Created 17 Apr 10:30 by Chris D

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

can you add a feature where I can create an 'Application for Payment' as well as invoices and quotes?

This is very useful for the construction industry where for VAT purposes we have to send an 'App for Payment' to the client first and then once payments are received into our bank we then have to send the invoice.

Created 17 Apr 10:29 by Guest

IRIS KashFlow / Payments

0 Will not implement
1 Vote

Integration with ConnectWise

I've just finished a call with an ex customer who complained that the only reason he didn't go ahead with KashFlow was because it lacks integration with ConnectWise. If we are able to add this integration, there would be many more clients who woul...

Created 16 Apr 11:50 by Guest

IRIS KashFlow / Partner Apps

0 Acknowledged
1 Vote

Reassign bank codes for multiple transactions at once

If you want to reassign the bank codes of multiple transactions, you have to click in to each transaction and change the code one at a time. It would be useful to be able to select multiple transactions and change their bank codes from one screen.

Created 09 Apr 10:34 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

sales reps

There is no SALES REP option at the moment - only the SOURCES (which are not the same) Imagine that a client is picked up by an advertising campaign (the SOURCE) and you then have several sales reps who can sell services to her, from different dep...

Created 06 Apr 16:03 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged