Help us improve

1 Vote

Add 'Next 12 months' to dates viewable drop down list in customer page

I create 12 month taylored works packages with each of my customers individually. Once the works are agreed I then create invoices for the works. At this moment Ithe default view for invoices on the customer page is 'this year'. There are other op...

Created 20 Jun 07:15 by Rob Smith

IRIS KashFlow / Customers

1 Acknowledged
1 Vote

Export all invoices as pdf per year & or client

A great way to have an offline backup would be as per title; that is the option to export per year all invoices and or per client.Ideally the year export can make on the fly a zip file where inside is per client id the pdf's.

Created 17 Jun 16:06 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Fix where the CSV mapping files are saved

I have been told by your software support that the CSV import mapping file is only saved on the server that I happened to be logged into at the time and that you have 6 servers. So it is pot luck if I am logged into the same server next time I log...

Created 15 Jun 11:21 by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Reminders and pop up

completely agree with the above recommendation, KF needs to have a reminder system with pop ups

Created 13 Jun 13:41 by Guest

IRIS KashFlow / Uncategorised

0 Will not implement
1 Vote

Depreciation journal incorrect

I have raised this with Support, who say it is calculating the depreciation as it should be in Kashflow, and if this is incorrect its a product issue not a support issue. This is an example of depreciating an asset - what should happen, as I und...

Created 13 Jun 10:44 by Heulwen Thomas

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Add project field to nominal ledger report

Currently, the nominal ledger report can be filtered by project but there is no way of producing a complete nominal ledger report that also lists all the different projects that these entries have been attributed to. As a social enterprise with lo...

Created 11 Jun 16:19 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Implement a WIP column on the GLOBAL PROJECT REPORT

At present when you run a GLOBAL PROJECT REPORT it outputs all the relevant figures except the WIP figure. This seems a little bizarre because Kashflow shows the WIP figure when you click on the project, so it seems to have the information but isn...

Created 05 Jun 10:01 by Guest

IRIS KashFlow / Projects

0
1 Vote

You can see the break down of the purchase codes in the Expenditure by Sub Purchase Code however this report is not available for the sales codes.

You should be able to see this for both the Sales and Purchases.

Created 04 Jun 12:56 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Honorifics (Titles)

I have just noticed that Kashflow Payroll isn't very inclusive of all persons and there given or taken titles. It feels anti LGBTIQ (Transgender / Intersex) - Since 1985 the use of a wild card 'X' has allowed for people who don't feel or want to f...

Created 03 Jun 23:53 by Ben

KashFlow Payroll

2 Planned
1 Vote

Auto save when creating invoices and quotes.

At the moment when creating large multi lined estimates/quotes the system can timeout before the user has pressed save so then all work is lost! I appreciate that we should learn to save regularly but when creating these estimates they can take a...

Created 01 Jun 14:36 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged