Uncategorised

Showing 590

Update existing customer details using the Data Import facility?

At the moment if you want to update or add any information to an existing customer record it has to be done manually by going into each individual customer record. It would be much less time consuming if existing customer records could be updated ...

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

4 VOTE

Kashflow Payroll Information into bank transactions

Currently, the payroll information is only added into Kashflow as a journal but in order to reconcile my bank transactions I have to enter the wage figures as outgoing transactions manually each month. It would make sense that the wages informatio...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

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 over 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

4 VOTE

Being able to see when i have sent a statement to a customer through Kashflow (like you can see when invoices have been sent on notes)

I have sent customers a statement through kashflow but once sent i cannot see that i have sent it? Is there a way to see this?When i send an invoice i can see the date that i have sent it on notes. I wondered if i can do a similar thing with state...

Rachel Walker over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

4 VOTE

Ability to auto CC and auto BCC with more than one email

I could do with the ability to auto CC or BCC more than one email address when I email an invoice - (I know I can auto BCC one email address but not more) I have to instruct packers, accounts and admin, so have to manually type in each time.. It's...

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

4 VOTE

Would it be possible to add all invoices to one email rather than sending the customer multiple emails with just a single invoice on

No description provided

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

4 VOTE

General Notes on Dashboard

We think it would be a great (and simple to add) feature to have a simple notes/reminders section on the Dashboard. We know notes can be added against specific customers, but it would be great if a small section could be added on the dashboard whe...

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

4 VOTE

A calendar with reminder function so I can record important dates for my Kashflow account and key dates for my customers (e.g. annual review

It would be great if i could record financial related dates within a Kashflow Calendar. A lot of this data is elsewhere in other systems, but it would be useful to have a prompt within Kashflow. For example, I might be invoicing a client and see t...

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

4 VOTE

Show product name if description is blank or column option on sales invoice

When creating a sales invoice it would be nice if the product name was shown if the description was blank or have product name as a column on the sales invoice.At the moment we are entering the product name twice, once in the product name and once...

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

4 VOTE

additional columns

It would be great if you could add an additional column in the bank feeds to include the comments which are brought through from internet banking to allow the facility to edit the comments on the face of the bank feed.

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

Please enter your email address

KashFlow Ideas

FILTER BY CATEGORY