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online training or course

Hi, just wondering if it would ever be possible to have an online course or training session on how to use KashFlow for new users. To learn how to use, to make contacts for future help and support, for helpful tips and tricks on how to use or use ...
Guest 8 months ago in IRIS KashFlow / Uncategorised 0 New

Petty cash / card sales - secretarial & receptionist access

It would be useful to be able to give users differential rights on what they can see and do on different 'bank' accounts. This would allow me, for example, to have a 'petty cash account' that my receptionist/secretarial teams can fully access (bei...
Ralph Greenwall 8 months ago in IRIS KashFlow / Bank 0 New

Product code quantity monthly report

It would be very useful to be able to have a report to short quantity sold of each product sold in the month. there is not much point in recording this data in the Product Codes, which is what it is there for. It seams to me a very basic and funda...
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

Reduce the width of 'Disallowed' and 'Vat rate' columns

I've noticed that an extra column has been added to invoices and purchases orders, headed 'Disallowed'. Kashflow has explained the reason for the addition of 'Disallowed' but this column, along with the 'VAT rate' column are unusually wide in comp...
Guest about 2 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Create a proforma invoice

Is it possible to be able to create proforma invoices? At present we have to rename quotes to "Proforma" which takes a lot of time and extra effort, it would be easier to tweak the software to enable this function, this is a daily occurrence so ho...
Guest about 2 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

No original details are automatically coming up. For Purchase codes and payment details.

They told me I needed to add a new line, which would show the correct purchase code. But I then have to delete the top line, which is a faff. Plus, none of the payment details I originally inputted for each supplier automatically come up. It's dri...
Wallis 9 months ago in IRIS KashFlow 0 New

to be able to remove the training videos from the dashboard

The training video's do not work on my account but i cant remove the black squares where they should be!
Guest 9 months ago in IRIS KashFlow / Dashboard 0 New

Function to sort Employees by surname

Most systems sort by surname and/or forename. More intuitive and also more useful for exporting data for analysis.
Guest over 5 years ago in KashFlow Payroll 0 Acknowledged

Add a photo to a customer profile

We are a gas heating and plumbing business. It would be really handy if we could attach a photo of a customers boiler to the relevant customer record in order that we can see the boiler/set up for that particular customer should they phone for adv...
Guest about 2 years ago in IRIS KashFlow / Customers 1 Acknowledged

VAT detailed report to show what was actually submitted to HMRC for that particular VAT Return

It would be very useful if the VAT detailed Reports actually showed the figures that were submitted to HMRC for that particular VAT Return period. Since the last update it has become apparent that the total figures for the boxes on the VAT detail...
Melanie Vaughan over 5 years ago in IRIS KashFlow / Reports 1 Acknowledged