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online training or course

Hi, just wondering if it would ever be possible to have an online course or training session on how to use KashFlow for new users. To learn how to use, to make contacts for future help and support, for helpful tips and tricks on how to use or use ...
Guest 10 months ago in IRIS KashFlow / Uncategorised 0 New

Petty cash / card sales - secretarial & receptionist access

It would be useful to be able to give users differential rights on what they can see and do on different 'bank' accounts. This would allow me, for example, to have a 'petty cash account' that my receptionist/secretarial teams can fully access (bei...
Ralph Greenwall 10 months ago in IRIS KashFlow / Bank 0 New

A service status page

If you have an outage, like we're experiencing now, you could inform your customers that there is an issue and approximate fix time. This would keep your customers happier and stop your support team being as swamped with the same requests.
Guest over 3 years ago in IRIS KashFlow / Other 1 Acknowledged

Add a possibiliy to list (extract) only the credit notes issued in the certain period of time.

I was asked for all credit notes in 2022 and 2023 during an audit and it took me ages to extract them from KF activity. I was suggested by your customer service to use the list of invoices and filter by value, but in this case I could't chose a pe...
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

Insert missing months in bank recs

We noticed that a month was missing in 2014 as it had been deleted in error (not sure why). We had to delete all the years from 2019 back to 2014 and reconstitute the reconciliations despite all the remaining months being completed and reconciled....
Guest about 6 years ago in IRIS KashFlow / Bank 0 Planned

No original details are automatically coming up. For Purchase codes and payment details.

They told me I needed to add a new line, which would show the correct purchase code. But I then have to delete the top line, which is a faff. Plus, none of the payment details I originally inputted for each supplier automatically come up. It's dri...
Wallis 11 months ago in IRIS KashFlow 0 New

to be able to remove the training videos from the dashboard

The training video's do not work on my account but i cant remove the black squares where they should be!
Guest 11 months ago in IRIS KashFlow / Dashboard 0 New

Financial reports automatically populate with current accounting period

When running the financial reports it would be most helpful if the start date and end date would populate with the current accounting period.
Emma Ransom almost 8 years ago in IRIS KashFlow / Reports 1

Holiday Pay Salary reduction

To prevent doubling of pay, automate the deduction process by reducing the gross wage by the holiday amount.
Guest 11 months ago in KashFlow Payroll 0 New

Recurring Invoice Report

There is no report to export all recurring invoices to see what you are invoicing each customer.
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New