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Importing Kashflow CSV Back Ups into Kashflow

I have been informed that to back up the data, you need to go to Sage Export and download the four CSV files. The reason for needing to back up the data in my scenario is that the client (I work at an Accountancy firm) is moving away from Kashflo...
Guest about 7 years ago in IRIS KashFlow / Other 1 Acknowledged

auto post code recognition

POSTCODE RECOGNITION, is highly important to most users of card payment over the phone, this would naturally give an autofill facility overcoming a huge amount of time and sometimes frustration with Customers, particularly if not fluent English sp...
Guest over 7 years ago in IRIS KashFlow / Other 1

We have an item Age Group in our custom customer field settings. Is there a report to search for an age group ie: U09 or U15?

We are a football academy and each year we have to change all our members age group from say U11 and move them all up to U12. At present there is no way of downloading a report of their age group, so we have to trawl through each player. some of w...
Guest over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Password lock in Advanced Settings

When in the Advanced Settings on KashFlow, I feel as though it would be useful to have an option to use a password when locking a financial period. This will further secure the old financial periods which are then set in stone. This will reduce po...
Guest over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Stock Location to be added to Stock System

It would be useful for a stock location to be added to the Sales and Purchase Code setup, and especially to the Packing Slip, so that items could be picked easily and quickly and by any member of staff. Also, when items are re-stocked they could b...
Peter Simpson over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Manual backups

After a few days constant work on KashFlow, surely you'd expect to have the ability to backup your work at the end of the day? What is the process for restoring the backup data?
Guest over 7 years ago in IRIS KashFlow / Other 1 Already exists

Allow Journal Templates to be edited

Journal templates are a useful shorthand for entering multi account entries, a prime example being paying your tax liabilities (Income tax & NI) each month. The problem is the values change from time to time (typically each tax year) meaning y...
Guest over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Emails sent list

Need to see a list, in the Kashflow system, of emails containing the invoices and/or reminders that have been sent via Kashflow.
Guest over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Fix where the CSV mapping files are saved

I have been told by your software support that the CSV import mapping file is only saved on the server that I happened to be logged into at the time and that you have 6 servers. So it is pot luck if I am logged into the same server next time I log...
Guest over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Depreciation journal incorrect

I have raised this with Support, who say it is calculating the depreciation as it should be in Kashflow, and if this is incorrect its a product issue not a support issue. This is an example of depreciating an asset - what should happen, as I und...
Heulwen Thomas over 7 years ago in IRIS KashFlow / Other 0 Acknowledged