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Report that shows pending deliveries with a column that includes the purchase order number .

This would be helpful as when we run the stock overview report we can see that we have a lot of items pending delivery that we know we've had in, they've just mistakenly not been received in as it was a line that we didn't previously need to keep ...
Andrea over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

refund on purchase

It would be helpful if there was a refund button on purchases that creates a credit note related to that particular purchase. This is because if you have an item on a trade account you have to enter the invoice info into Kash-flow so it matches fo...
Guest about 7 years ago in IRIS KashFlow / Purchases 0 Will not implement

Removing sales graphs when in sales only access

Would it be possible to remove the dashboard and reports section from the left hand side when the module is in sales section only? Not sure how everyone else feels but when we have the sales only module so that our employees doing sales can't see ...
Guest over 3 years ago in IRIS KashFlow / Reports 1 Already exists

Customer telephone and email details on quotes and invoices

To increase productivity
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

Matching bank feed entries en-block

In the bank reconciliation you can tick the box at the top of the column and tick all items in one go. It would be useful when matching bank items if one filtered to a customer/supplier you can do this too on you have selected 10, 20, 50or 100 ite...
Guest almost 2 years ago in IRIS KashFlow Connect / Other 0 New

Don't auto-import transactions when opening the import page

Currently, when you first enter the import transactions page (bank import), it automatically populates the from date according to the last dates it retrieved (irrespective of whether you completely imported the earlier transactions or not) and the...
Colin Smith about 7 years ago in IRIS KashFlow / Bank 2 Acknowledged

Include clear indication on whether or not figures include VAT or not

Ideally, anywhere where a value is specified, I'd like to suggest a clear "(inc. VAT)" or "(ex. VAT)" label is shown because it's sometimes unclear and causes confusion between users. So for example, at the bottom of the "Invoices" and "Repeat P...
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

Display invoice and delivery address on packing notes and invoices

It would be helpful to our warehouse team if they can see who the invoice customer is as well as the delivery address
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Data Import - Import CSV Files using Kashflow Connect credentials

We are unable to import data (CSV's) via the Settings > Import Data function using our Kashflow Connect credentials, we are required to obtain and enter our client's Kashflow username and password. It would be good for accountants to have the s...
Guest over 5 years ago in IRIS KashFlow Connect / Settings 0 New

Create a section on Canvass specifically for bug reports - with higher priority than 'ideas'

We all know bugs exist, but posting them as 'an idea' on canvass, then waiting a month for them to even get looked at is appalling customer service. If I report them through the Help system, I get passed through various people each wanting access ...
Rich Mellor about 7 years ago in IRIS KashFlow / Uncategorised 1 Will not implement