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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

3 VOTE

Export data - Download all invoices

We need a function to download all invoices. The only way to do it currently is to download customer by customer. We have 1500 customers and doing this would be immensely time consuming. We joined Kashflow when it first started and the big selling...

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

1 VOTE

Reinstating one-click link from Dashboard's "Money Owed To You" to ALL outstanding price/customer information

Not so long ago, in the lowest Kashflow price bracket, it was possible to obtain all the customer information directly from "Money Owed To You" on the Dashboard. I now find that I am unable to see all clients, maybe only those which are newest, ev...

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

1 VOTE

keyboard shortcuts

I'm working on a laptop. It would be useful to have keyboard shortcuts for things like Edit, Save, Add Pament.

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

1 VOTE

payments made can be emailed as a list not just individualy

Show ''payments made'' as a list...not individualy......when I send out an invoice they say ''I paid you''...yes I say but not the full amount so then I have to resend a separate receipt for all the payments they have made individually, asking the...

maria hazell about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

List number of total orders next to customer name on the summary page

The ability to mark customers as repeat customers (or list the total number of previous orders) so you can see who they are from the list of customer page, rather than selecting a customer and then looking through their invoices. You can see who...

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

7 VOTE

Full system backup

Thre really should be a way of recovering a totally lost accounts system, I know it is hard to actually delete everything but the current emailed backup is pretty useless other than just about covering me for the very basic accounting records.

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

1 VOTE

Add secondary pricing i.e. GB£ / US$ / EU€

It will aid smoother and quicker international business transactions and eliminate human error when amending pricing.

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

2 VOTE

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 about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

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