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Please could you add that if sending an invoice or a statement of account it picks up the accounts email address as selected in other information as an automatic feature.

Currently I have to in my primary contact details put in the accounts email address. This is inconvenient because if I need to contact my primary contact I have to remember to change the email details before I send and often I have sent an email t...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Opening Balance & Year End Journals process - simplfication

I find the process of posting Debtors/Creditors year end adjustments and opening balances quite strange. Currently I have to: 1. Post Journals in the usual way for everything except Drs/Crs 2. Post Drs/Crs balances to Suspense 3. Create a supplier...
Guest about 7 years ago in IRIS KashFlow Connect / Other 0 Acknowledged

Jamestucker24680

I am a General Manager of Store Operations and responsible for day to day store operations, including scheduling, training, and supervising employees and assistant manager. Air bar boxes, Clear eyes, Eagle torch lighters, Duracell batteries, topsh...
James tucker over 2 years ago in KashFlow Payroll 0 New

Display the Project and Purchase / Sales code when you display Purchase / Sales item

I need to see the Project and Purchase / Sales code for items, but when I look at a Purchase / Sales item it only shows the Description. There is plenty of space to be able to display the Project and Nominal code (Purchase / Sales) because it is s...
Guest about 7 years ago in IRIS KashFlow / Purchases 2 Acknowledged

Be able to switch user at log in page

Currently you need to close the browser to change user details or purposely fail security before it let's you log on to a different account. This can become frustrating for multi account users like myself (I have 3 sperate accounts) as whilst wo...
Guest about 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Email Kashflow Monthly Invoices to a Separate email

It would be great to be able set Kashflow invoices to email direct to a second email (say accountant or book-keeper). This is for the invoices for paying for Kashflow itself
Guest over 2 years ago in IRIS KashFlow / Uncategorised 0 New

It would be useful to be able to use the same invoice number for purchase invoices and also be able to use letters too.

No description provided
Guest almost 5 years ago in IRIS KashFlow Connect 0 New

Add support for other cloud stores

KashFlow currently only supports Dropbox cloud storage. Could you add others such as OneDrive, iCloud, etc?
Martin Haigh almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

On dashboard, the 'amount owed to you' when clicked only shows 'unpaid' invoices as default view. Can you make it easier to match the balance owed with one click rather than changing different views (part-paid, overdue, overdue part-pay, over-paid) just to reconcile back the balance on dashboard?

No description provided
Guest over 7 years ago in IRIS KashFlow Connect / Reporting 0 Acknowledged

Accountants access to be able to amend data even when lock dates are set up

Once the lock date applies, it would be useful if the client was unable to enter data or amend data before the lock date but the accountant can access and amend data, submit journals even when the lock date stops clients from doing so. I have foun...
Emma Ransom over 7 years ago in IRIS KashFlow / Other 0 Acknowledged