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Allow manual backups to be done when user requires

As new user of Kashflow and an accountant encouraging clients to use it, being able to do manual regular backups is essential. A back up before running a year end, or VAT reconciliation, or before making adjustments so that should something go wro...
Guest over 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Typed Date Entry

When typing a date into Kashflow without using the drop down you have to use a longer format than usual. To manually key a date it is DD/MM/YYYY - where as usually when typing especially when using excel you can use a shorter format with the year ...
Ben over 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

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...
Guest over 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Sending statement and invoice together with ViaPost

We still have the requirement to send out paper invoices each month and with certain clients they prefer the inclusion of a statement. Have enabled the ViaPost service with KF and does work fine for sending invoices or statements only, there doesn...
NKB almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Paypal Importer - Link Purchases to existing unpaid purchases

Whilst we can assign imported sales from Paypal to outstanding invoices, we can't assign imported purchase details from paypal to an unpaid purchase. Be nice to be able to assign these imported purchase items to unpaid purchase receipts we may hav...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Custom Invoice Fields - These could be the custom fields saved under the customer details so its pre-filled in.

No description provided
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

I would like to be able to stop Kashflow emailing me the list of repeat invoices when they are created.

No description provided
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Enhance the Customer Search functionality

Currently when you create a new invoice you have to put the exact customer name in to get a match I currently find this awkward, if I have a customer on the phone or in person, I request their name, they don't always give me the exactly the same n...
Ed about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

The ability to include the month name in a line on a recurring sales invoice

For example, using something similar to a DATEDIFF function where you could enter a line in an invoice: "Email Hosting [MONTH]" but also if you are invoicing some items in advance and some in arrears to allow: [MONTH+1] and [MONTH-1]. Obviously th...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Permanent Notification of Saved to Dropbox

When saving quotes and invoices to dropbox could there be an automatically entered entry into the 'Notes' box to say the document has been saved to dropbox because when re-opening a quote or invoice at a later date there is no way to know whether ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged