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IRIS KashFlow

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When using bank feeds allow date of the txn to be changed

This applies especially when cheques are being recorded as there is a delay between the cheque being written and then cashed.
Guest about 5 years ago in IRIS KashFlow 0 Acknowledged

KashFlow should be programmed to include the bank transaction figure on the Project/Event Screen

Why would you allow an event or project to be tagged to a bank transaction but not hten allow the software to include it in the project/event screen. This could lead to misleading information being presented by the software.Ref ticket no (#388842)
Guest about 5 years ago in IRIS KashFlow 0 Acknowledged

CLAIRE ROMANS Oct 26, 13:37 BST Hi can we put a quote on the system as a total cost and then invoice part of it leaving a balance amount still on the quote until we invoice the full amount?

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Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

can we have it so that i can enter a line break on a line item when using the mobile app. otherwise i just end up with one long lin of text which is really naff. no a great text editor.

i would benefit from it. the text editor on the mobile app needs improving to include a line break.
Guest about 5 years ago in IRIS KashFlow / Mobile Apps 1 Acknowledged

The ability to export audit trails with quantity field

This would be extremely useful as it would allow both the analysis of both physical and financial data. E.g number of units sold/purchased average value etc etc
Guest about 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

SAML Integration

All of our company's software providers are integrated with SAML or OpenID to enable SSO and enhanced login security. I have seen Xero are developing this and wonder whether Kashflow could consider this too.
Guest over 5 years ago in IRIS KashFlow / Other 0 Acknowledged

Pls. Can I filter invoices on the app I only want to see unpaid

me I would find it useful i just want to check the back and if it’s paid then open the app and mark as paid
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

Uploaded purchase receipt report

I would like a report that shows me which transactions have attachments uploaded for them and which do not. This would help me see which transactions we are missing receipts for. Presumably this is an easy report to add, with a value 1 for uploa...
Guest over 5 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Paypal Purchases - Ability to mauanlly change assign to a supplier for Purcashes on Ebay

With all Paypal payment made form a this paypal account , I would like to be able to change assign set payments to a set account IE E(Ebay) on a payment by payment Basis - as ebay payments come from Store names and it creates a new Supplier for ev...
Guest over 5 years ago in IRIS KashFlow / Payments 0 Acknowledged

Add CSV Importer Tool to Sales User Profile

I have users who I would like to give a unique Sales role to as they only deal with Customers Quotes and Invoices. But all of our invoices are imported using the CSV Importer Tool found in the Settings section of the menu and Sales role users do...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged