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Allow an admin to get access to create invoices but not to see anything else.

It would be great if a company can add an admin to the account but the admin to only have access to create new invoices per customer but not to have access to see any historic data or historic inoice amounts etc.
Guest over 1 year ago in IRIS KashFlow / Other 0 New

It would be useful if you could assign advance payments to suppliers or from customers through the bank feed without having to input purchase invoices or sales invoices first.

I work in an accountancy practice, bookkeeping for several clients. I often put transactions through the bank feed before receiving the relevant purchase or sales information from my clients. Bank transactions are processed as payments on account ...
Guest almost 3 years ago in IRIS KashFlow / Bank 0 New

Password protect individual Suppliers

We use a separate system to process our payroll and just use Kashflow to raise the Purchase invoice for our employees for their monthly pay. We also have a handful of personnel who use Kashflow to raise Sales invoices to our clients, and we do not...
Guest 8 months ago in IRIS KashFlow / Purchases 0 New

Add attachments to bank feeds

To be able to attach a supplier invoice when in the bank account - bank feeds - match - CREATE - purchase invoice and also receipts when in bank account - bank feeds - match - create - transaction
Guest 9 months ago in IRIS KashFlow / Bank 0 New

Default Purchase Codes

When adding a new purchase invoice (or sales one) - it woudl be useful if the default code that has been added to the supplier or customer is automatically used. It is irritating to have to check and change it each time. What is the point of setti...
Guest 9 months ago in IRIS KashFlow / Purchases 0 New

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

Batch redate invoices

It would be really handy for an option to bulk redate invoices. When we create our invoices, we use the packing slip as the delivery date, and print a copy of the invoice which shows the issue date. At the month end, I manually go into each invoic...
Guest 9 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

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

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

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