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Login/Logout

it would be nice to have the option to stay logged in rather than be logged out every 5 minutes.
Guest almost 8 years ago in IRIS KashFlow / Other 2 Will not implement

Record Lock for Multi-User

With your multi-user feature, is there any plan to introduce any sort of record lock that stops two users from amending the same invoice at once? Currently, two different users can access the same invoice, edit and make changes, and it is the us...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

Creating corporation tax liability (missing basic functionality)

Kashflow at the moment only allows you to record a corporation tax payment only (https://www.kashflow.com/support/kb/corporation-tax-2/) but no way of creating the initial liability (i.e. the amount due). So when you create the payment bank transa...
Guest almost 8 years ago in IRIS KashFlow / Payments 0 Already exists

To add a date range option to the Global Project Report

At the moment the Global Project Report only works up to and including 31 December 2017, with no option for a date range selection. It would be very useful to be able to identify costs in a project on a monthly basis and for a financial year.
sue mcintosh almost 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

Typed Date Entry

When typing a date into Kashflow without using the drop down you have to use a longer format than usual. To manually key a date it is DD/MM/YYYY - where as usually when typing especially when using excel you can use a shorter format with the year ...
Ben almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Use the Supplier defaults when matching transations from imported bank account

When you are matching a transaction which you've imported from a Bank account and you choose to "Create" a new transaction, you get a screen to choose the supplier etc to log a new expense. However, when you choose a supplier, the purchase code a...
Gavin almost 8 years ago in IRIS KashFlow / Bank 2 Acknowledged

Dashboard - Bank Account Graph Improvement

At the moment, the bank account graphs on the dashboard are drawn from the balance in each account at the end of the month. For payment processor accounts such as PayPal and Stripe, the graph is not very informative (for example my Stripe graph sh...
Rich Mellor almost 8 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Turnover Reports for period shown by month

Would like Income by Customer (and expenditure by Supplier) report to be able to show values by month ie. if you select a period of 1/4/21 - 31/3/22 that it would show as below:- Customer Name Apr21 May21 Jun21 Jul21 Aug21 Sep21 Oct21 Nov21 Dec21 ...
Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

Provide a purchase history report for suppliers (as is available for customers)

There is no report on kashflow that shows the description of a purchase alongside the quantity and amount of an item purchased. For people who want a quick & easy way to review how much previous orders have cost them - kashflow currently doesn...
Guest almost 8 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Moving transactions up or down in bank accounts

At times during a single day several events affecting the same bank account may happen, for instance sales invoices, purchases and bank transfers (such as withdrawals from Paypal to corporate account). Very often I have noticed that the transactio...
Guest almost 8 years ago in IRIS KashFlow / Bank 1 Acknowledged