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Remember Setting for Transactions - Time Period

When viewing a customer record, the time period on the Transactions view defaults to This Year. Around the new year, this is problematic, as you cannot view some transactions, unless you switch the time period to ALL. However, when you return to t...
Rich Mellor about 2 years ago in IRIS KashFlow / Customers 0 New

invoice income report

I think it would be useful to be able to run a report showing the months of the year and what money is due to be paid in each month so we can do cashflow forcasting. I have some clinets on 30days, some on 60 days payment terms. And with lots of in...
Peter Oram about 4 years ago in IRIS KashFlow / Reports 0 New

Only having to rewind individual employees instead of an entire payroll or backing up existing data

I would like to provide some feedback on the system. It seems crazy to me that if I identify an issue that goes back to April I would have to effectively restore all periods back to that point and lose all of the data entered. This means to then c...
Guest about 4 years ago in KashFlow Payroll 1 Acknowledged

Pay Online button in Pro Forma invoices

We successful use the Pay Online button in our invoices but this feature is - oddly - missing when we raise pro forma invoices. Given that that the idea of a pro forma invoice is that it needs to be paid before the goods are released it seems an o...
Mark Thompson about 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

CSV Import for Country

Request the Country field for CSV import to be the country name, not a code.
Mark Woodward about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Bank feeds on Kashflow Go

It would be extremely useful if users are able to import bank feeds through the Kashflow Go app and allocate receipts and payments. FreeAgent has this facility on their app which is great.
Guest about 6 years ago in IRIS KashFlow / Mobile Apps 0 Acknowledged

Early Settlement Discount

Many of our suppliers encourage early payment in order to qualify for early settlement discount which is different to the due date. It would be great if you could enter this date into KashFlow which then sent a reminder.
Dan Roberts about 6 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Due date field to be visible.

It would be very helpful if the 'due date' field was visible in the Suppliers > transactions area.
Dan Roberts about 6 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Additional Users ACCESS to Reports - ability to switch on and off

Our client has additional users, the client does not want a particular user who has the role Manager so that they can enter sales, purchase , quotes and bank transactions the client does not want them to see the following reports : Under Financial...
Guest about 6 years ago in IRIS KashFlow 0 Acknowledged

Report in date order

If you run an aged debtor list and export the info as a csv file then each customers invoice dates do not run sequential. Customer Name Invoice Date Invoice No. CUSTOMER 10/04/2018 28778 CUSTOMER 01/05/2018 28934 CUSTOMER 01/06/2018 29180...
jackie lammie about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged