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2 Vote

Improvements to Reconciliation Page

Totals of In & Out Columns. Ability to Switch display of In & Out columns as you can when viewing Statements. Ability to collapse or hide ticked items to allow focus on unticked items.

Created 13 Dec 13:27 by Anonymous

IRIS KashFlow / Bank

0 New
4 Vote

0% & N/A report

Following the release last night, I notice the following report is now available; ‘0% and N/A Sales Tax Transactions’ – the wording of this report is miss-leading, it should just say ‘0% and N/A Tax Transactions’ as it show sales and purchases, no...

Created 22 Jan 10:01 by Heulwen Thomas

IRIS KashFlow / Reports

1 Acknowledged
4 Vote

Be able to delete redundant Additional Users

I can create new Additional Users but when I don't want access to be available I can't delete their profiles - only Disable them. It would be cleaner and clearer to be able to DELETE Additional Users which are no longer required.

Created 17 Jan 15:10 by Guest

IRIS KashFlow / Dashboard

0 Acknowledged
5 Vote

Sage Version 23 onwards Converter

Can we make it a priority to get the converter to work with the latest version of Sage. I have had to turn down a lot of companies recently because they run the latest version of Sage and really want to bring over all their data to Kashflow.

Created 28 Jul 13:21 by Guest

IRIS KashFlow / Partner Apps

2 Acknowledged
5 Vote

Select fields to display in invoice and quotes lists, like a being able to add project ref as a field

this would allow someone to use the listings based on the information the use in their business, for example our filing and reference system is based on client name and project ref being able to see these fields on screen at a glance would help. A...

Created 27 Jul 08:53 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Add CSV Report for Sales by Sales Code / Product

At the moment, although you can produce a pie chart report of sales by sale code, there is no facility to export a CSV giving the details of sales by sale code and/or product. The existing CSV breaks down into individual sales for each item, which...

Created 04 Dec 20:35 by Rich Mellor

IRIS KashFlow / Reports

0 New
5 Vote

The ability to view old emails that have been sent via Kashflow

It would be extremely useful to be able to view old emails that have been sent via Kashflow - both the attachments (statement / invoices etc,) and the text in the body of the email. As we often personalise the text in the email it's useful to be a...

Created 23 Jul 20:15 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
4 Vote

Export to csv the overdue invoice report

We use Kashflow for subscription based invoices (thousands every quarter). When an invoice becomes overdue, we currently have to go into each account individually to print off reminder letters. It is extremely time consuming. It would be an enormo...

Created 04 Jan 12:32 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
1 Vote

Supplier reference for expenses

Currently, you can create a quick epxense iusnig the Kashflow p[hone app, but this entry doesnt show any "supplier reference" details once in the main desktop version. therefore you have to open every expense to see what it is for ach time. ludicr...

Created 15 May 13:28 by Guest

IRIS KashFlow / Purchases

0 New
2 Vote

Print customer statements in home currency

Hi Rag,Thanks for your email. What I need is for “Customer Statements” to reflect values which are similar to those on invoices ie the ZWL. At present statements are printing only in the USD ie our reporting currency. Please advise how we can do t...

Created 25 Nov 11:33 by Guest

IRIS KashFlow / Customers

1 New