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Improved client and supplier search when entering invoices/purchases

Currently, when entering invoices, the 'customer' field allows you to start entering the customer name.... and as you do, it presents the customer names meeting what you have entered. The problem with the current search is it is not able to find c...
Peter over 8 years ago in IRIS KashFlow / Customers 2 Already exists

Get rid of "Due Dates" (especially on purchases)

None of my clients use nor pay any attention to Due Dates, either for customers or suppliers. Completing the Due Date box is therefore an unnecessary additional step in entering invoices, especially as it usually populates it with some random date...
Stephen Barker over 8 years ago in IRIS KashFlow / Purchases 2 Acknowledged

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 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allocation in PL

Is there any way that we can allow a purchase brought through the PayPal importer to allocate a payment to a purchase order? In the same way that we can allocate a sales payment to a sales order?.
Ray Smith almost 6 years ago in IRIS KashFlow / Purchases 1 New

comment line in invoices and quotes

If I create an invoice, I can add an ‘item line’ which is pre-filled with product sales code i.e. 4001 then a product within this code. However if I wish to insert a comment I have to type out each time or cut and paste from elsewhere. There doe...
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Sub Categories for Products

It would be good to have extra sub categories for each product. At the moment you can select the stock level and auto-enter details but nothing allows you to add products into categories. We are a company that produce many products within each sal...
Guest over 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Transaction locking

We often pay in advance for items. This is entered as a payment on account. When the supplier invoice arrives it may be after the bank and/or VAT have be reconciled and locked.At the moment it is not possible to allocate the advance payment withou...
Nick almost 3 years ago in IRIS KashFlow / Purchases 0 New

To provide payroll details needed for AW8 form - NHS retirement benefits claim form

This is something that is available in IRIS payroll and is invaluable by giving you the pensionable pay details for the last 3 years prior to the members last date of scheme membership in order for you to process an AW8 form on Pensions Online.
Guest almost 6 years ago in KashFlow Payroll 0 Acknowledged

Reinstate ability to change client's password

We are no longer able to change a client's password but can still access the client's records when the client themselves are locked out. We need the ability to unlock a client and change their passwords if they are locked out as we are our client'...
Elaine Milne almost 6 years ago in IRIS KashFlow Connect 0 New

More template for payslips, please.

No description provided
Guest almost 9 years ago in KashFlow Payroll 0 New