Make number of items displayed in invoices and purchases configurable in settings
Every time I log in to Kashflow I set the number of items to 100 in both invoices and settings. It would be great if I could set this once in settings instead!
Guest
over 5 years ago
in IRIS KashFlow
0
Acknowledged
Delete uploaded transactions before they are imported
This would help as if there is a problem with uploaded transactions eg duplicates they can be deleted before importing. I know you can ignore them but this does not remove them and when you look at uploaded transactions to be imported they are alw...
A report with department (aka Project) data on the report
Totally confused why we can enter department/project data at a transaction level yet cannot run a report on that information. The simple addition of the column for department/project on the Audit Trail would be the answer.
I've had issues with non-delivery of emails due to a defective recipient address, however the Kashflow logs do not catch this & I believed they had been received OK. It would be useful if errors were reflected back to the originating account.
With the new Iris Pay and DD I would like to move my customers from Go Cardless to IRIS pay but there is no facility to do this. So I have to go through the painful process of getting all my customers to sign a new DD mandate. Surly there must be ...
Upload VAT report direct to IRIS openspace for client approval
I thinking it would be go if we could upload the VAT detailed report to IRIS openspace direct from kashflow, at the moment I have to save it as PDQ then log into IRIS opensapce to upload the detailed report for approval.
Every time I login and go into invoices or purchases the filters applied in the previous session are lost and I have to select "unpaid" and "100 items" each time.
I have been using the millage app within Kashflow to log all of my trips. But this information goes nowhere within Kashflow. It would be great if when logging a trip that I could select which job it was going agasint. So all expenses are properly ...
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Future Consideration
