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Quote List Print and Export facility

Each month I need to analyse how many quotes we have converted into sales. Unfortunately the Quote List cannot allow print or export currently.
Guest over 3 years ago in IRIS KashFlow / Reports 0 New

Add customer or supplier code somewhere on page in ALL views for transactions related to that customer/supplier

When viewing quotes/invoices/purchases I can see the customer name and/or invoice/purchase order number, but I can't see the customer code. I am surprised by the number of times I have to back out of an invoice or purchase to check the code.
Katrina Boydon over 6 years ago in IRIS KashFlow / Other 0

improved Cost Centre functionality

Please can you improve cost centre functionality. Currently we have to use "Projects" which is very one dimensional & we can't even download P&L activity to include the project field. Very limiting unfortunately
Guest over 1 year ago in IRIS KashFlow / Projects 0 New

Allow assignment of an 'Unallocated' Bank Transaction to Multiple Purchases or Invoices

When you 'Unallocate' a bank payment/receipt and then have the option to 'Assign to Purchases' or 'Assign to Invoices', respectively. You should be able to 'Assign' the bank transaction to multiple purchase or invoices, as opposed to currently onl...
Chris D over 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

To add an on screen 'timing out' or warning notice to avoid loss of work.

Nothing more annoying than losing hours of work because KASHFLOW has secretly timed out while you've been typing away, and you don't get to know this until you remember to 'save'; only to be directed to the LOGIN page!!!!! Which is when you lose a...
Guest over 6 years ago in IRIS KashFlow / Other 1 Will not implement

Separate email address for statements

Most of our customers request invoices to be sent to one email address and statements to be sent to a different email address. Currently there is no option to select a different email address in kashflow (only one set for invoicing). It would be r...
Rachel Walker over 1 year ago in IRIS KashFlow / Customers 0 New

Add/calculate late payment fees to overdue invouces

Would be useful to be able to calculate and add late payment fees to invoices.
Guest about 5 years ago in IRIS KashFlow / Customers 0 New

Sort out the Bank Import

Please sort out the bank import - use your contractual relationship with the developers to get this resolved. Every couple of days (or even less) I have to re-authorise the link to my bank account (Santander) - even though the Consent management p...
Rich Mellor about 5 years ago in IRIS KashFlow / Bank 3 New

Sent emails not stored in Mailbox "Sent Items" folder since switching to OAuth

Since switching to use OAuth authentication for sending email via Microsoft 365, the emails KashFlow is now sending via OAuth do not appear in the Sent-Items folder of our mailbox like they used to with SMTP. They are dropped into the Inbox, which...
Richard over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Press 'enter' to save a purchase, instead of having to click on 'save'

Once you've entered a new purchase, you have to click 'save' at the top of the page, but it's quite usual in all sorts of online programmes to just press 'enter' to save - I do it on the online banking app, for example, and it feels intuitive. You...
Guest almost 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged