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Create contact on import data

Please can you add something to the import process. Currently when importing if the Customer or Supplier account is not set up, Kashflow will fail on those lines and not really give you a good way of correcting it such as adding them manually and ...
Dominic Pascal about 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Statements are duplicating entries in turn confusing us and customers

We have a couple of customers called us to explain their statement to them. When I looked into it I could see the confusion, as the statement seems to list payments and credits more than once. If you go through it and add then subtract each line i...
lisa bartup about 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Save emails sent via KF fprf later referencing back

At the moment we send invoices, or statements etc but there is no record other than a line in the notes saying "email sent". When customers come back and say you didn't send that or similar, we can reference back to tell them exactly what was said...
lisa bartup about 6 years ago in IRIS KashFlow / Other 0 Acknowledged

password protecting invoices

with the GDPR it would be useful to be able to password protect invoices within Kashflow as currently i have to download the invoice, then re-save with a password and then upload into the invoice email. This takes a lot of extra time.
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes / Other 0 Acknowledged

intergrated epos or third party epos intergration to allow instant sales and stock info updates

small shops or businesses with a shop/café facility have to manually adjust stock levels and input sales within the kashflow system. If at the till when an item was scanned and sold, it entered the sale in kashflow and reduced the stock levels acc...
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

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 6 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 6 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 6 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 6 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 6 years ago in IRIS KashFlow / Other 0 Acknowledged