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28 Vote

Trial Balance with "To Date" and "Inc Brought Forward" Options

On your reports section, you have a trial balance report.You also have a Profit and Loss and a Balance Sheet report. In my view I believe the description given by Wikipedia, see the following: From Wikipedia, the free encyclopediaA trial balance i...

Created 10 Jan 09:16am by Guest

IRIS KashFlow / Reports

3 Released
28 Vote

Sandbox for API Testing

It would be nice to have some sandbox mode in the API to allow for testing new development (for example in the same way as GoCardless)

Created 10 Jan 09:15am by Guest

IRIS KashFlow / Uncategorised

1 Released
27 Vote

Increase Auto Log Out Time

Increase inactivity time options so that longer than an hour can be selected for people who are working from home and need it on all day and don't want to have to keep entering passwords etc

Created 10 Jan 09:15am by Guest

IRIS KashFlow / Uncategorised

3 Released
21 Vote

Re: New Supplier / Customer views - Default to "Transactions" rather than "Profile"

When you search for a customer or supplier, 99% of the time you are looking to add a new purchase or create an invoice or view an existing transaction... Once a year you may want to update an email address or phone number so this current default s...

Created 11 May 10:50am by Guest

IRIS KashFlow / Suppliers

6 Released
26 Vote

Make Products a drop down list when invoicing

Dear Team, I wish to advise of an issue within Kashflow that is causing me (and no doubt countless other) a real problem when creating invoices. The way that it changed some time back has been nothing but a complete inconvenience and counterproduc...

Created 10 Jan 09:16am by Guest

IRIS KashFlow / Invoicing & Quotes

8 Released
26 Vote

Archive v Hidden

Can the Customers Page be changed so that the archived customers are always hidden? Each time you say 'hide' and then get taken into another page, all archived customers show again. It's better to have it the other way around so only active custom...

Created 10 Jan 09:16am by Guest

IRIS KashFlow / Uncategorised

4 Released
21 Vote

Work on integrating Starling Bank into Bank Feeds

Starling Bank is a fast growing mobile-based UK bank (fully FSCS approved), it has recently released a business banking facility (details here https://www.starlingbank.com/business-account/) which we, and I'm sure other users would soon like to ta...

Created 5 Apr 08:53am by Guest

IRIS KashFlow / Bank

16 Released
25 Vote

Hide archived customers as default

On the main customers page, it currently shows archived customers & current customers as default.I'd like to be able to hide archived customers as default (either select-able in settings or as a proper default) so that in my customers view I o...

Created 10 Jan 09:15am by Guest

IRIS KashFlow / Uncategorised

2 Released
24 Vote

Country Field in Addresses

Having an additional box for "country" in addresses would enable you firstly to enter a country and also to track sales to individual countries, even if you put the country in one of the existing boxes you don't then have enough room to format the...

Created 10 Jan 09:16am by Guest

IRIS KashFlow / Uncategorised

0 Released
24 Vote

Reverse the order of the projects when creating a document

When creating any of the following; PO Invoice Quote Etc When inputting the project reference it brings up a drop down list which starts with the first project we ever created on Kashflow, which is completely backward. I’m asking can we reverse th...

Created 10 Jan 09:16am by Guest

IRIS KashFlow / Uncategorised

1 Released