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:...
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
over 8 years ago
in IRIS KashFlow / Other
3
Acknowledged
When putting in something to search, if I'm not logged on, Kashflow goes to the logon screen but then loses the search parameter. Could the search parameter be carried through with log in please? It's quite normal on most apps / websites.
I have been using the millage app within Kashflow to log all of my trips. But this information goes nowhere within Kashflow. It would be great if when logging a trip that I could select which job it was going agasint. So all expenses are properly ...
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
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...
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