When I used FreeAgent there was a report which produced a simple dividend voucher, it was really useful. It was just one page of A4. It read:
Dividend Declaration for [Company Name]
Directors Meeting Held On:
Directors Present:
Held At:...
In the chart of accounts there is only the option to print a full list of the chart of accounts to a .pdf format. It would be useful to be able to download this into .csv format
This is in reference to "http://www.kashflow.com/developers/rest-api/sessiontoken/" Authentication using username / password does not make sense when HTTPS and API tokens exist and are reliable. The suggestion that the system pass plain text passw...
Christina Spencer
about 8 years ago
in IRIS KashFlow / Other
3
Acknowledged
Provide Export facility for Product and Sales Codes - To support mass update and later import of updated stock and prices
We have quite a large set of purchase and sales stock codes and it would be really useful to support a full export (in CSV) that can be modified / updated (via Excel or Pages) and then re-imported. The current update process is way too lengthy.
Around May 2018, Kashflow silently removed the ability to have automated backups. This feature was initially added back in 2008.
Rather than backups happening with no action on the part of users via email, users are now required to take manual ste...
Can you give users the ability to adjust the column sizes.
Is it possible for the column sizes to be changed by the user (such as customer, job references, invoices screen)? The customer column is enormous but the other columns are a lot smaller and you can't see all of the detail.
There should be a VAT tab at the left hand side as a function to view previous submitted returns rather than having to go through VAT settings> Save VAT . It seems rather hidden!
Also, Kashflow should have a setting whereby the accountants rec...
This would save your support team a lot of work. Publish a list of ongoing support issues so that we don't keep sending you tickets for known ongoing problems
Now that the VAT return is presented in a format similar to that of Sage which splits the NET and VAT per the boxes instead of having the NET and VAT side by side on the details. It would be beneficial to have something that would uniquely identif...
Lynsey Thomson
about 6 years ago
in IRIS KashFlow / Other
1
Acknowledged
Option to choose length of inactivity before auto logging out
I find, and some clients have commented, that Kashflow logs out too quickly and it is frustrating having to log in so frequently. Can we have an option to extend the inactivity period?