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Read and Accept - where clause permissions for non-super users

Hello It would be really useful if non-super users could create group read and accepts with where clauses. Currently we can give them permission to get as far as sending a read and accept to the whole company, but they can't set a where clause to ...
Rebecca Warhurst about 6 years ago in KashFlow HR 0

Phased balance sheet like p&l phased

No description provided
Guest about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Quote Reporting - to mirror "Unpaid Invoice" Report

The unpaid invoice report is very useful for credit control as it displays all notes made against the invoice in date order. The same information for quotes would be very useful in following up. To be able to see when the notes for all quotes se...
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Ability to split a supplier credit note to be able to allocate to more than one invoice. Note: no refunds from supplier

Please seek the string I have just had with Joseph Judy. He acknowledges that this would be a useful option for your customers
Guest about 3 years ago in IRIS KashFlow / Suppliers 0 New

Multiple subscription payment methods

I would find been able to pay using paypal direct debit really useful, rather than using my credit card.
Guest about 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Send bulk emails to customers from within Kashflow

We are finding it time consuming having to click on individual customers to send a group notification eg a price increase etc. Being able to select all or a large selection of customers at once, then send one email to them would save us so much ti...
lisa bartup about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Connect Kashflow Payroll directly to Pension Provider

I have recently undertaken a new employment using Kashflow Payroll, and the accountant before me was manually entering all pension information from Kashflow on to Nest. There has to be an easier way to upload information to our pension provider th...
Guest about 3 years ago in KashFlow Payroll 0 New

Expand the ability of Projects so we can add Individual budgets/targets by nominal codes

Please can you add the facility to enter budgets by the projects nominal codes, an overall figure doesn't give us the detail we need to see if we are under or overspending on a nominal code. For Example budget for roof materials and labour, separa...
Guest about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Reports

Being able to download reports from the system when moving to another software package (because Kashflow is no longer adequate) Our client has been unable to download transactions assigned to a project. Instead, our client has to pay £15+VAT ...
Guest about 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Internal email communications with clients

I think it would be good if you could email clients directly within the software to avoid going to third party applications. Almost like having the ability to have a conversation within the platform
Guest about 6 years ago in IRIS KashFlow Connect / Clients 0