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Allow all clients to be assigned to a new member or staff

Currently we have to individually tick each client we want to assign to a staff member which is laborious process when there are many clients. A drop box showing all clients with a "select all" would be ideal.
David Lushington over 5 years ago in IRIS KashFlow Connect / Your Account 0 New

Restrict standard users to hide certain purchase codes

We have been using your accounting software for many years and are very happy with it. Is there a way to restrict access to certain purchase codes from standard users?
Guest over 5 years ago in IRIS KashFlow / Purchases 0 New

Produce a Fixed Asset Report to show depreciation

There is no report to show depreciation of assets for the fixed asset schedule. Very time consuming having to export details and create one??
Guest almost 6 years ago in IRIS KashFlow / Reports 0 New

option for employment allowance for small business

Small business don't pay any NI but Kaskflow assumes and lumps EEs & ERs together when transferring from payroll to accounting
Guest almost 6 years ago in IRIS KashFlow 1 New

Includes customer emails in auotmated back up

The automated backups do not include customer emails, which really would be essential info to have offline in the event of a Kashflow data breach, so we can fulfil the requirements of GDPR.
Guest almost 6 years ago in IRIS KashFlow / Reports 0 New

Invoices issued list as CSV with Customer Names

This would be great to be able to transfer this data to a cashflow forecast.
Guest almost 6 years ago in IRIS KashFlow / Reports 0 New

Allow project numbers to be alpha numeric not simply sequential. Or, to allow project numbers to be given an aoptional prefix or suffix.c

At present when creating a new Project KF generates the next sequential number. This is not ideal to our business we would prefer to allocate a 'project number' in an alpha numeric form, e.g. RFH 380. . We would be OK to leave the sequential numbe...
Guest almost 6 years ago in IRIS KashFlow / Projects 0 New

adjustable width of columns when viewing the Projects tab

Currently, the width of the columns in the Projects tab are fixed, so if you have long project names, you can't see the full name. the 'Customer' field is much wider, and to accommodate different user requirements, making the columns user adjustab...
Guest almost 6 years ago in IRIS KashFlow / Projects 0 New

Output VAT not marked as paid in the transactions and the calculation for Financial Overview

This is a request. Would it be possible to show all Output VAT not marked as paid in the transactions and the calculation for Financial Overview, as we have VAT taken quarterly and although we are aware of it the figures are skewed until it is mar...
Rob Pearmain almost 6 years ago in IRIS KashFlow / Dashboard 0 New

'Call Customer' reminder date

To add a basic CRM function to each customer account with 2 or 3 recall dates to be able to nte when to call for another order, or aequipment service. And then those recalls to appear on main page as a short report each day/week/month
Ian M almost 6 years ago in IRIS KashFlow / Customers 0 New