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IRIS KashFlow

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Alphabetical order when you do a bank reconciliation

I have payments that I receive on the first of the month and I feel it would make reconciliation easier if you could sort the items by Amount, Type, Payee or Comment.
Deb Shaw over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Invoices and Bills should have a last modified date

Invoices queried via your API do not yet all return a last modified date, which makes it hard to track changes to invoices. Having a field like a last modified date against all items that often get modified would be very useful.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Supplier Discounts

When entering products and purchase codes it would be helpful to have an option to set the price, the VAT and the supplier discount - currently I have to get the calculator out and work out some prices due to the multi-point decimal price due to s...
Ben over 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Search Box issue

Issue: Search box does not look up all data equally - after a recent support query #300676 I was advised that "The search bar in the top left only searches for invoice numbers or customer references" - This is not true. Example: I type in "FISH...
Ben over 6 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

LIST OF QUOTES ISSUED TO BE DOWNLOADABLE INTO EXCEL

It would be useful to be able to download the list of quotes issued into n excel spreadsheet so that staff without excel access are able to follow them up. Preferably to include customer name,address, contact phone/email which are not shown on pre...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Send a Receipt

There is no way to manually send a receipt without generating an invoice first and adding payment but it is still called an invoice which will cause confusion to some of my customers. Can receipts be added to the manual options we have?
Myke Snuggs over 6 years ago in IRIS KashFlow 2 Acknowledged

Automate process of association of transaction to existing invoice or repeat invoice

Having recently signed up to Kashflow, I am gobsmacked that this is not an inherent feature. Simply looking for the ability within matching rules to associate a transaction to an invoice/repeat invoice, without having to manually do each time. So ...
Guest over 6 years ago in IRIS KashFlow / Bank 1

Letters Facilities

It could be very useful to have letter sending facilities directly from KashFlow that are not financial related.
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Option to delete additional user

Having employees leaving I'm unable to delete them as additional users,the only option is to disable them. To delete would be useful as you don't want by any chance someone logging in to mess up your accounts.
Barbara Laczny-Gomez over 6 years ago in IRIS KashFlow / Other 2 Will not implement

Via the android app, create the function to switch between accounts without having to log out and log back in as a new user

Current process defeats the whole point of adding an easy access app to your portable device
Guest over 6 years ago in IRIS KashFlow / Mobile Apps 0 Acknowledged