IRIS KashFlow

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'Sales' user profile shows BANK TRANSACTIONS

When logged in as a Sales user I can see there is access to the ‘Historic Sales & Expenditure’ report. The majority of this report is fine but it shows the ‘BANK TRANSACTIONS’ of which are not appropriate for our sales force to have visibility...

Guest about 7 years ago in IRIS KashFlow / Other 3 Released

2 VOTE

Reports: aged creditors/debtors need to show monthly total by customer and include breakdown by invoice all on one sheet.

Since the recent Kashflow “upgrade” we can no longer print out reports showing outstanding creditors / debtors with breakdown by order and totals for the month. We have to print out 2 separate reports and because of the revised layout (Inv, date, ...

Guest over 7 years ago in IRIS KashFlow / Reports 0 Released

2 VOTE

Subtotals on the Debtors and Creditors reports

Following a recent update to the debtors and creditors reports I find that for the detailed reports - the subtotals for of each account and each time period no longer appear...this was a useful feature for us and we are looking to see it re-instat...

Guest over 7 years ago in IRIS KashFlow / Reports 1 Released

1 VOTE

Order of entries in Box 1/6 and Box 4/7 on Detailed VAT Reports since Brexit Update no longer correspond

The .csv download of the detailed VAT report was a very useful tool for checking the VAT figures before submission. However, since the Brexit update this has become useless as the running order of the entries on Box 1 does not correspond to that o...

Paul Stewart almost 4 years ago in IRIS KashFlow / Reports 1 Released

1 VOTE

Fix the VAT box 6 alignments back to same sequential order as Box 1

Fix the VAT box 6 alignments back to same sequential order as Box 1. Since 18th February, your box 6 transactions are not in the same sequential sequence as box 1. Yes, the are in date order but if there are multiple transactions with the same dat...

G B almost 4 years ago in IRIS KashFlow / Reports 1 Released

2 VOTE

A report for unreconciled items on the bank account

A report which lists items that are on the bank which have not been reconciled

Guest about 8 years ago in IRIS KashFlow 1 Released

2 VOTE

Send a copy of reports as they appear on the Kashflow screen rather than as a CSV

When asked to send a copy of a report from Kashflow, the CSV option is very unappealing and requires changes to make it user friendly. Why can we not save a copy of the report in a pdf format and attach this to an email to send? This looks far mor...

Guest about 8 years ago in IRIS KashFlow / Reports 1 Released

2 VOTE

Have the stay logged in option the FIRST time you log in. At the moment you have to wait till you are logged out, then login again

I do this every day. I log in get on with other work, find i am logged out and only then can i choose an option to stay logged in once i have logged in the second time. Ideally a cookie with your preference as a ticked option would be good.

Guest about 8 years ago in IRIS KashFlow 0 Released

2 VOTE

Draft Invoices feature

It would be a very useful feature if I could add an invoice and mark it as draft if it is not to be sent tot eh customer yet. This allows me to keep track of ongoing jobs and their value but without them showing on the system as live invoices.

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

1 VOTE

To be able to set your items and not have to change it everytime you are logged out of kashflow

No description provided

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 5 Released

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