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Quote & Invoice search function

Quote & Invoice search function should search via product code and snippets of product description rather than full long tail.

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

4 VOTE

Audit Trail

A better audit trail so that you can see who has made changes. When working in an accounting practice we have noticed that a client can manipulate the accounts using their login details, however the audit trail will not show what user made the cha...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

4 VOTE

New Sage Migration Tool

We would like to offer the ability to migrate directly from Sage onto KashFlow, without the need to export data into CSV and import manually

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

4 VOTE

Add the payment option 'bank transaction'

In Kashflow you can specify the payment method when you record a purchase. The choices are, credit card, debit card, cheque and ‘other'. However, you can’t specify ‘bank transfer’. There is only the catch-all category called ‘other’. I was just re...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

4 VOTE

Invoice/Quote Number within Email Subject line

Automatic reference number inserted into the email subject line.Whether its a Invlice, Quote, Purchase Order. When the customer replies to an email, currently there is no way of quickly seeing which email they are responding to. Especially difficu...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

4 VOTE

Overdue negative value invoices i.e. overdue credit notes

When filtering overdue invoices it would be really useful to see any negative value overdue invoices i.e. overdue credit notes

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

3 VOTE

Actually implement some of the great ideas suggested here.

The improvement I would like to see is that you actually implement some of the great ideas suggested by your user base. Your customers are suggesting really basic improvements for functions that you would expect should be included as a minimum but...

Guest almost 8 years ago in IRIS KashFlow / Other / Uncategorised 0 Already exists

3 VOTE

Be able to download ALL reports, especially the EC sales list

Be able to download ALL reports, especially the EC sales list, at the moment some reports can only be generated (like the EC Sales Lists) and when you then need to bulk upload then to HMRC you CAN'T!! What a very poor design and should be an easy ...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Already exists

3 VOTE

Ability to change supplier on a PayPal import

I have a PayPal Debit card which is directly linked to my PayPal account, so I can use this to make multiple purchases in stores from my PayPal balance. When an import takes place into KashFlow these all all imported as purchases to one supplier a...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

2 VOTE

Auto screen refresh when an invoice has been emailed.

When you view an invoice the Notes (1) at the bottom of the screen shows that it has been emailed but when you first email the invoice it is not automatically updated only when you go backinto the screen. Could you do an automatic screen refresh i...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

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