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Chart of accounts Upload

The ability to upload your own Chart of accounts via CSV as we have a number of default COS which we use and it will take one of the staff a while to create them all manually.
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Make error codes copy and pastable

When an error dialogue box appears and you require that the user lets support know what that error ID is, it would be better if the user was able to copy and paste it. The last time I had to do this I needed to write down the ID 20160105121643983 ...
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

It is so frustrating that on my dashboard I can only have a graph showing the last 12 months sales. Surely it makes more sense to have just

It is so frustrating that on my dashboard I can only have a graph showing the last 12 months sales. Surely it makes more sense to have just 2016 data showing (with possibly a comparative 2015 in the background?) I know I can view this data if I ch...
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Ability for the search on KashFlow to pull information from the notes field on clients/customers etc

The 'Search' function searches all your KashFlow details including customers, invoices, suppliers, receipts and any external references such as purchase order numbers or customer reference numbers. You can also type in an amount here; invoices or ...
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Allow creating/managing custom Journal categories

I regularly need to process expense claims, e.g. for company purchases made by employees that require reimbursement, travel expense claims, etc. This involves posting journals involving expense accounts and separate employee debtor/creditor contro...
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

2 years perfomance in the Dashboard

It would be very helpful if you could customise the Sales Growth timeline box in the Dashboard up to 2 years ?
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Icon for Amazon bank account

Can we have a bank account icon for Amazon, please? As we have to keep track of Amazon sales & fees via a bank account in KF it would be nice to have the icon to match. Currently we use the orange pound sign as the icon. It's not a big deal, b...
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

delete audit trail to start again

Would be useful to be able to delete a complete audit trail without deleting customer and supplier records. On Sage this is possible and some circumstances require you to start again
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Service Company

Kashflow I believe could enhance their service by offering two platforms of the product. The first as is now, is great for 'Sales' orientated business's, but not that user friendly for 'SERVICE' Industries and Business's as they have different nee...
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

A remote support facility through KashFlow Connect

I recently used a remote support application to assist a client with the matching of some bank transactions on their KashFlow account. This made easy work of what can prove frustrating when you (the accountant) cannot see what 'clicks' the client ...
Chris D about 8 years ago in IRIS KashFlow / Other 0 Acknowledged