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Customer profile page

When looking at a Customer’s profile summary page, can a column be shown for a description of the invoice?
Damian McCann about 4 years ago in IRIS KashFlow / Customers 0 New

Option to re-order line items on Payslip

Helpful & easier reading if payslip line items were grouped according to type. For example we have drivers who are paid a salary and a variable amount of overtime each week. additionally other payments for weekend overtime - all these need to ...
Guest about 4 years ago in KashFlow Payroll 1 Acknowledged

Transaction Filter

In the transaction view (on any account) should be able to filter each of the headers... Date | Code | Comment | Business Unit | In | Out We have a vast number of transactions... a simple filter would make life so much easier and quicker.
George Ross about 4 years ago in IRIS KashFlow / Bank 0 New

Export Payments

Require ability to export (.csv); Customer Code, Payment Date, Payment Value as a report.If I can filter this by nominal code even better. Essentially the ability to export customer payments so I can reconcile them in a separate system.
George Ross about 4 years ago in IRIS KashFlow / Payments 3 New

Hi, Just an observation - it would be really helpful if the supplier batch payment total would come in the search facility. Currently you have to go to the supplier, search the statement and then go into an individual and click edit to find the amount when doing a bank reconciliation. Unless there is an easier way?

This would be quicker to reconcile your vat quarterly accounts
Guest about 4 years ago in IRIS KashFlow / Other 0 New

Incorporate an up/down arrow when scrolling in the client's bank account

Is there anyway you can incorporate an up/down arrow when scrolling up and down in the client's bank account? It is difficult to be precise at times, especially when there are loads of transactions.
L Barker about 4 years ago in IRIS KashFlow / Bank 0 New

Presentation of P&L

The purchases in individual project P&L to be presented according to account code instead of in alphabatical order
Guest about 4 years ago in IRIS KashFlow / Purchases 0 New

Company switching to be Optional to any role (or user)

We use the roles within Kashflow very effectively. would be useful for our "sales" or "basic" users to have the switching functionality multiple logins is confusing and time consuming for these individuals.
Stephen Elliott over 4 years ago in IRIS KashFlow / Uncategorised 0 New

Another subtotal showing VATable amount only

We have a customer who wants us to be able to invoice her with VATable amount showing as a subtotal on her invoice as well as the NET amount . Some of the items we sell are non - VATable e.g. comic books and when she enters invoices on to her acco...
Andrea over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Adding a new title (Mx) for an employee identifying as Non-Binary

Currently employees who identify as Non-Binary have no title that can be used. It is a requirement that a title is selected to enter an employee. Please can you add Mx and ideally also provide a tick box to cover this or make it voluntary as to wh...
Guest over 4 years ago in KashFlow Payroll 1 Acknowledged