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To be able to create a user with read only access to the software

I need to provide access to a client company's auditors and would prefer that they unable to make any entries or changes by mistake. I appreciate that most businesses using KashFlow may not be subject to audit but there are no doubt other situatio...

Guest about 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

4 VOTE

Notifications sent to you when customers have seen their invoices.

A friend uses another bookkeeping system whereby when an invoice has been sent they receive a notification when the customer has opened said invoice. Can a system be put into place with Kashflow?

Guest about 5 years ago in IRIS KashFlow / Uncategorised 2 New

6 VOTE

Customer Statements - Add aged debt overview

It would be great if we could add an aged debt overview at the bottom of customer statements eg Month 1 spend, Month 2 spend etc (see attachment). That way customers can see on statements that they are overdue by 30+ days, 60+ days etc

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

6 VOTE

Delivery address isn't automatically set if different from invoice address

Different delivery address - When a customer has a different delivery address to the invoice address you cannot just click on "create new invoice" as the delivery address remains the same as the invoice address, even if you have put the separate d...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

6 VOTE

additional logo option in .pdf themes

Hi, it would be good to be able to add more than just one logo to the printable documents (e.g. quotes, sales invoices). E.g. I would like to add our accreditation logos as they are an important part of our marketing package. Thank you :-)

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

6 VOTE

Projects

We use projects extensively to enable compliance with charity reporting rules. It would be useful if:1) Bank and Paypal feed approval screens could offer the facility to add a project number2) Bank import rules allow a project number to be assigne...

Nick Robinson about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

6 VOTE

Multiple Invoice Templates - Different template for different customers

Possibility of multiple invoice templates to be used at the same time so you can choose which one to use when creating invoices. I mean to choose when you click on New Invoice and not via Settings which would change the template for all future inv...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

6 VOTE

Automated defaulting to correct purchase code for a supplier when creating a purchase when matching bank transactions

At the moment when I am matching bank transactions, and creating a new purchase, it does not automatically default to the correct purchase code and VAT rate which I have already created for each supplier. I have already assigned each supplier with...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

6 VOTE

The ability to export the quote listing to a CSV file, or the ability to run a 'Job board' within Kashflow

To be able to export the quotes list to a CSV file at any time to create a 'job board' for recording progress or alternatively more reports and options on the quotes screen to do this.

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

6 VOTE

Link Purchases with Invoices for nice & clean breakdown

Link Purchase order (cost) against invoice (sale) for a clean breakdown per invoice. I was thinking about nice way of displaying your cost vs sales as per invoice basis directly from invoices page inside Kashflow. So by linking invoice with specif...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

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