It would be very useful to include a Month variable place holder in the body of a recurring invoice description text.
Each month I have to update the month text of every invoice I send out manually :-( I am unable to use automatically reoccurring ...
Memorable word - the fields should blank out after entry to avoid copying by others
Previously I accessed the KashFlow system via a third party where each letter of the memorable word was blanked out after entry to prevent someone looking over my shoulder and copying the letters. This is similar to the way a cash machine works to...
Global document format change - not manually by customer!
In settings for PDF Themes I changed to use the 'Clean' Theme to my default expecting that this would actually be the new default for ALL documents produced from that point going forward. Apparently not so. i would have to go into every one of hun...
Natwest bank is 5 days behind when importing transactions
When importing the bank feed from Natwest it is always 5 days behind. Kashflow have blamed the bank for the issue, however this is not true as we use Sage One also and the bank feed is up to date when importing.
We cannot send Customer Statements ...
Louise Bradley
almost 6 years ago
in IRIS KashFlow / Bank
0
Acknowledged
It would be great and vital for Auditing purposes if we can have a "running balance" option in the activity report creation screen. Auditors usually need opening and closing balance to reconcile on their side.
Being Able to Upload Project Numbers in a Journal Upload
This would benefit anyone who uses the project function as currently I have to upload a journal then go into that journal and assign a project manually to every line which can be very laborious.
0
Acknowledged
0
Acknowledged
