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My Ideas: IRIS KashFlow

Showing 189
288 VOTE

Purchase Orders

Hi, I was speaking to Anum from your support team, I was told to add my suggestion here. For our business, we have subcontractors working for us and for work to be proceeded we would send them a purchase order to carry out the work and once the wo...
Guest almost 8 years ago in IRIS KashFlow / Purchases 16 Released
794 VOTE

Multi User Access with Specified Permissions

At the moment multiple people can be logged into to the same account at the same time. But it's "all or nothing" We'd like the ability to let people create additional logins with permissions to access just certain areas (ie, Sales invoices - but n...
Guest about 8 years ago in IRIS KashFlow / Other 46 Released

Add 'Match to Existing Transaction' to the Paypal Convert Transaction Functionality

The current paypal functionality to convert transaction seems limited At the moment for Purchases and Transactions you only have the option of Creating or Deleting. It would be convenient if you could also match these transactions with existing tr...
Ed about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

A payment acknowledgement email, after invoice has been paid

In a similar way to emailing invoices to customers via a button, a template for an acknowledgement of payment. This helps reassure customers who are BACSing us for the first time. This shouldn't be too hard to implement as it is me who is entering...
Guest about 8 years ago in IRIS KashFlow / Payments 2 Released

A report for unreconciled items on the bank account

A report which lists items that are on the bank which have not been reconciled
Guest about 8 years ago in IRIS KashFlow 1 Released

I need to be able to print out quarterly reports of each separate VAT Rate for a Client on a Retail Scheme

VAT Retail Scheme
Guest about 8 years ago in IRIS KashFlow / Reports 0 Released

Report for Un-reconciled transactions

Report for Un-reconciled transactions so you can find out what has happened to them. Also to verify figures.
Guest about 8 years ago in IRIS KashFlow / Reports 1 Released

Sales reports

I a man looking for a daily sales report so that I can keep a track of sales. At the moment the only sales report that is available is one after the order has been invoiced. Can we have a sales report for non invoiced daily sales orders please
Guest about 8 years ago in IRIS KashFlow / Reports 5 Released

Send a copy of reports as they appear on the Kashflow screen rather than as a CSV

When asked to send a copy of a report from Kashflow, the CSV option is very unappealing and requires changes to make it user friendly. Why can we not save a copy of the report in a pdf format and attach this to an email to send? This looks far mor...
Guest about 8 years ago in IRIS KashFlow / Reports 1 Released

Updated guide

How about updating the guide that gets sent out to new customers who are signed up for the first time? It is badly out of date, to the extreme that it gives guidance to exporting to Digita... who is a competitor to the IRIS accounting/tax suite. H...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released