Help us improve

2 Vote

Allow customers to be sorted by date added and not only alphabetically

I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.

Created 09 Oct 09:53 by Katrina Boydon

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Consider bank transfer on the Unreconciled Bank Transaction Report

If the bank transfer has been reconciled then do not include on the report, if it hasn't been reconciled then include on the report.

Created 06 Oct 08:47 by Natasha Chryssafi

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Allow the "Sales" role in multi-user setup to add Projects

I don't know why you felt it necessary to close this role off to Sales people, but it's the one additional feature that would make the new multi-user functionality fully fit for purpose at our company. I cannot see what the risk/problem is with th...

Created 05 Oct 13:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Payslip preview

It would be good to be able to preview a payslip in the correct format/how it is laid out before approving it. This was something I used to find really useful in Sage

Created 29 Apr 12:43 by Guest

KashFlow Payroll

1 Acknowledged
2 Vote

Automated conversion of Paypal imports

It would be hugely convenient if my Paypal imports were automatically converted to invoices rather than having to do it manually. Can this be set up?

Created 27 Sep 14:39 by Guest

IRIS KashFlow / Partner Apps

0 Acknowledged
2 Vote

Different reply to address

We use an external SMTP service to send kashflow notifications - however so it doesn't get in the way of our base domain MX records we run it via a subdomain EG out.domain.com - but our Kashflow is currently set to send them from EG domain.com - b...

Created 14 Sep 15:43 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Introduce a self billing invoice for a supplier within Kashflow?

For example if a cleaner works for 2 hours a week for a client can the system be enabled to prepare an document as though it were an invoice from the supplier to support a payment by the client to the supplier thereby avoiding the need for the cle...

Created 13 Sep 16:10 by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

Regarding two pension form for same employee

We have a member of staff who is holding two position . As a Receptionist she pay 5.6 % contribution and as a Phlebotomist she suppose to pay 7.1% but due to kashflow doesn't have two type of pension form we are unable to add various % towards to ...

Created 19 Apr 08:16 by Guest

KashFlow Payroll

1 Acknowledged
2 Vote

I have numerous orders which use fractions of a penny. There is no facility for this on Kashflow please can you incorporate this as this is causing Over paid or part paid notices

Wolseley Center where I purchase majority of goods in my industry use this system.

Created 05 Sep 08:34 by Guest

IRIS KashFlow / Purchases

1 Acknowledged
2 Vote

Notes/comments in activity reports

It would be great if activity reports would show notes/comments for purchases, as they currently do for bank transfers. Presently, adding comments or descriptions is only possible after importing the csv file.

Created 24 Aug 09:18 by Amy

IRIS KashFlow / Reports

0 Acknowledged