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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 almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

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 almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

roll-back feature

We really need a 1 day roll-back feature or one week

Guest almost 8 years ago in IRIS KashFlow / Other 0 Will not implement

1 VOTE

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 almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

Report rounding

Please can we have the facility to produce P and L and Balance sheet without the pence? All reports to HMRC ect require them to be rounded up and it looks messy!

Guest almost 8 years ago in IRIS KashFlow / Other 0 Will not implement

1 VOTE

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 almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

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 almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

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 almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

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 almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

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 almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

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