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SUBMIT IDEA

IRIS KashFlow (KF)

Reverse the order of the projects when creating a document

When creating any of the following; PO Invoice Quote Etc When inputting the project reference it brings up a drop down list which starts with the first project we ever created on Kashflow, which is completely backward. I’m asking can we reverse th...
Guest almost 10 years ago in IRIS KashFlow (KF) / Uncategorised Released

Include VAT Liability in Money You Owe on Overview Page

On the fiinacial overview on the dashboard, VAT is not included in teh 'money you owe line' or in the calculation It just lurks as a 'loose' number under the graphs. Personally I would like to see my balance totals including the deduction of Curre...
Guest almost 10 years ago in IRIS KashFlow (KF) / Uncategorised Released

Trial Balance with "To Date" and "Inc Brought Forward" Options

On your reports section, you have a trial balance report.You also have a Profit and Loss and a Balance Sheet report. In my view I believe the description given by Wikipedia, see the following: From Wikipedia, the free encyclopediaA trial balance i...
Guest almost 10 years ago in IRIS KashFlow (KF) / Reports Released

Invoicing - Search product using partial name and SKU

The invoicing product search function is not fit for purpose. You have to type the EXACT product name letter by letter to be able to find it. You should be able to type any part of the product name to populate the search list. For instance: If I h...
Guest almost 10 years ago in IRIS KashFlow (KF) / Uncategorised Released

Archive v Hidden

Can the Customers Page be changed so that the archived customers are always hidden? Each time you say 'hide' and then get taken into another page, all archived customers show again. It's better to have it the other way around so only active custom...
Guest almost 10 years ago in IRIS KashFlow (KF) / Uncategorised Released

Hide archived customers as default

On the main customers page, it currently shows archived customers & current customers as default.I'd like to be able to hide archived customers as default (either select-able in settings or as a proper default) so that in my customers view I o...
Guest almost 10 years ago in IRIS KashFlow (KF) / Uncategorised Released

Increase Auto Log Out Time

Increase inactivity time options so that longer than an hour can be selected for people who are working from home and need it on all day and don't want to have to keep entering passwords etc
Guest almost 10 years ago in IRIS KashFlow (KF) / Uncategorised Released

Sandbox for API Testing

It would be nice to have some sandbox mode in the API to allow for testing new development (for example in the same way as GoCardless)
Guest almost 10 years ago in IRIS KashFlow (KF) / Uncategorised Released

Upload Terms & Conditions as PDF, which is automatically appended to every invoice sent

When we send invoices to clients (as a PDF) we always attach an additional page which is our invoicing terms and conditions. This is a full page, and cannot be accommodated on the front of the KashFlow invoice. We do this according to legal advice...
Guest almost 10 years ago in IRIS KashFlow (KF) / Uncategorised Released

Show Project Name in Invoice & Quote List

Is it possible you could add a small feature to show tt he project name in the invoice and quote list pages? we deal with site names and having to refer to invoice numbers is a little confusing. Many thanks
Guest almost 10 years ago in IRIS KashFlow (KF) / Uncategorised Released