IRIS KashFlow

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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 9 months ago in IRIS KashFlow / Uncategorised 0 New

1 VOTE

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 9 months ago in IRIS KashFlow / Bank 0 New

2 VOTE

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

1 VOTE

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

1 VOTE

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

3 VOTE

Implement 2FA for manual logins

You need to take data security seriously and secure all logins via 2FA, ideally via authenticator app or encryption key

Guest about 2 years ago in IRIS KashFlow / Uncategorised 0 New

2 VOTE

Automatically Import Stripe Payments and create Invoices

We use both Paypal and Stripe payments for customers to pay us online. Within Kashflow, Paypal has the ability to automatically import transactions, raise Sales and Purchases invoices and pay them off all from the link with Paypal. At the moment, ...

Guest over 1 year ago in IRIS KashFlow / Partner Apps 0 New

2 VOTE

Remove extra click required for searching sales code

When you are putting lines into an invoice, you have to click the drop down arrow on sales code and then click into the sales code box to be able to type and search. This used to be just click on the drop down arrow so you are adding extra steps r...

Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

4 VOTE

Remove Country from address

Having United Kingdom at the bottom of customer address looks ridiculas and un-professional. When was the last time you received a letter with your country on the bottom of you address!!! It makes it look like it's been sent from abroad, which is ...

Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Allocate unlimited invoices to a batch payment

During busier periods I sometimes have almost 200 purchase invoices to allocate to a batch payment. I'm currently having to email 2 separate remittance advices.

Phil Mill 9 months ago in IRIS KashFlow / Suppliers 0 New

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