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User access type - add / edit / delete

Currently, you can only select user roles, which have either no access, or full access to certain areas. It would be very useful if one can also determine the type of access they have. This could be: full view-only edit/add (no delete) It would be...
Guest almost 4 years ago in IRIS KashFlow / Other 0 New

Re-instate the Product Code column in the P&L report drill down

When a P&L report produces "Unassigned" items and you click through to the report, you get a list of all items, not just the unassigned ones. You used to get a column in the report showing the product code as well which then makes it easy to i...
William Garton-Jones over 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

Please can we be able to Download the Unreconciled Bank Items to csv

This would be great for management accounts as currently I have to manually enter this all into our accounts on excel
Guest over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Bureau Password Protection for each Client Payroll

It would be very useful (particularly post GDPR) for each client to be password protected within a bureau log in.
Guest over 7 years ago in KashFlow Payroll 1 Future Consideration

Sort bank reconciliation transactions in order of amount

It would be really useful to be able to sort the amounts in the bank reconciliation so I don't have to search for the amount on the screen which takes time.
Claire Howitt almost 4 years ago in IRIS KashFlow / Bank 0 New

I would like to see purchase invoice descriptions showing when in supplier invoice list

When I want to look at a particular supplier invoice I have to open each invoice to find the one I want, if on the invoice list there was a column which shows the description I have entered it would save time
Claire Howitt almost 4 years ago in IRIS KashFlow / Purchases 0 New

When opening a new reconciliation page in the bank please do not highlight (blue tick) any transactions

Every time I go to reconcile the bank the new page already has blue ticked some purchase payments, this is just confusing and I have to tick and un-tick them every-time.
Claire Howitt almost 4 years ago in IRIS KashFlow / Bank 0 New

Choose an email to send Purchase Orders from

There is an option to add an additional user for purchasing but then no way to change the email address Purchase Orders are sent from. Currently you can only add one email in SMTP Configuration and this email is also used for the additional users....
Ryan Laydon almost 4 years ago in IRIS KashFlow / Purchases 0 New

Call credit note what they are

When i email a credit note it should say CREDIT NOTE no... Not invoice no.. A few cusomers have complained about this
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

The possibility to link pdf bank statements to reconciliations for accounting purposes.

Currently there is no means in Kashflow to see the bank statements as you do for invoices and receipts. This would be very helpfull for that accountants if the PDF Bank/Kredid card statement could be attached to say the reconcilitaion of the bank ...
Guest almost 4 years ago in IRIS KashFlow / Bank 0 New