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Make all the search functions search in the same way

Depending on the search box you use, there are different rules which govern each. For example in some you may input the second part of a customers name (eg Smith) but the search box needs the beginning of the name (which you may not recall off han...
Rob Smith almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Extra Industry Sectors

Our business sector is not covered under the current options. This has been causing issues with the last update asking for information to be updated (fixed by support) For instance an option for "General Retail" or "Specialist Retail" would suff...
Ben about 8 years ago in IRIS KashFlow / Other 0 Will not implement

Hourly rates and monthly salary

Is it possible for the hourly rate and monthly salary you add to each employees details on the salary tab, can be pulled through to the hourly rate and salary details on the payslips. At present you have to do this twice and also room for mistakes.
Guest over 2 years ago in KashFlow Payroll 0 New

Payroll Crosstab Report department sub total

Would it be possible to look at adding a subtotal for each department on the crosstab report? At present I have to add the costs manually for each separate department which is very time consuming.
Guest over 2 years ago in KashFlow Payroll 0 New

Make Quote & Invoice reference boxes remember previous inputs

I run a gardening business and have several hundred customers. I visit each customer 4 times regularly throughout the season. For example all of my customers get a spring visit and are invoiced as such. To make it easy to group these invoices I us...
Rob Smith about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to edit the statement template to change item description field displayed

I have been advised by Support that it is not possible to edit the layout of your default Statement template, or to create a new statement 'Theme' as one can do with invoices and quotes. The standard template includes a field for 'Purchase Order',...
Russell Sim about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

I think it would be a good idea for Kashflow to automatically save any work being done before it times out!

i run my business as well as do all my invoicing and sometimes get distracted by work issues, yesterday I spent over an hour on one invoice and had a work call just as I was finishing invoice, the call led to some problems I had to sort and I forg...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Supplier reference for expenses

Currently, you can create a quick epxense iusnig the Kashflow p[hone app, but this entry doesnt show any "supplier reference" details once in the main desktop version. therefore you have to open every expense to see what it is for ach time. ludicr...
Guest over 2 years ago in IRIS KashFlow / Purchases 0 New

To have the option to customise the information downloaded on CSV file

An option to customise the downloaded CSV file as what comes over is not what we need and its so time consuming deleting and adding information so the report is what our Directors are looking for.
Guest over 5 years ago in IRIS KashFlow / Reports 0 New

Can we have the ability to download the quote report as a CSV file?

This would be useful as we currently use quotes as a record of orders not yet despatched as there is no step bewteen quote and invoice. It would be extremely helpful to be able to download this info as a CSV
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged