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IRIS KashFlow

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Allow a Project to be added to an Expense

Because users might want to report on Expenses within a project and right now we have to key a full Purchase invoice in order to allocate a project to a purchase which takes much longer to key.
Michelle Bennett over 3 years ago in IRIS KashFlow / Purchases 0 New

List bank rules in order of last used

Some bank rules pages can become quite large. To speed up the page it would be helpful to know which rules are no longer being used so that they can be deleted.
Dominic Pascal over 3 years ago in IRIS KashFlow / Bank 0 New

Sort Categories on quotes page

When you select manage categories on the quote page it would be good if you could sort them. i manage them by year so it would be good at year end to rename and then add won and lost again at the top
Steve Prosser over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Aged Creditors and Activity Reports at Project Level

We are a property developer with multiple development sites and we create a new Project within Kashflow for each development site. We always add a Project to each purchase invoice, however we then find it very difficult to extract information by p...
Michelle Bennett about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

CSV Importer Bug - Selective Amnesia

Whilst using the CSV importer to migrate customers over to Kashflow I have found that the saved mapping function has selective amnesia. By that I mean sometimes it remembers the saved mapping files I made up the first time I used it, other times i...
Rob Smith about 7 years ago in IRIS KashFlow / Other 2 Will not implement

Have a setting for 'Direct Debit' payments

Currently I have to choose 'Other' every time I make a payment by Direct Debit and then have to type in 'Direct Debit - it adds to the time of inputting and puts me off recommending Kashflow to anyone as I am sure there are software packages out t...
Guest about 7 years ago in IRIS KashFlow / Payments 0 Already exists

Additional Column headings

It would be very useful to add additional column headings in the invoice template. Currently all you have is Qty, Description, Rate and total. I need to add further details like product names or codes to be included on the invoice.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Improve Handling of Accented Characters

Whilst the Kashflow PayPal App seems to handle importing customers names with accented characters and correctly creates an invoice with address details of say: "Pedro Jesús de Benito " in the customer details view, I see Pedro Jesús de Be...
Rich Mellor about 7 years ago in IRIS KashFlow / Customers 2 Will not implement

Duplicate imports

When importing sales invoices from clients system, if an invoice number is duplicated the system just renumbers, this is not useful, it needs a flag to say there are duplicates, or a report at the end to say the following have been renumbered by t...
Guest about 7 years ago in IRIS KashFlow / Other 1 Will not implement

Automatically changed quotes to expired when expiry date is reached

It would be really helpful, rather than having to manually change their status, also if it could alert you to when it is due to expire for example a couple of days before - this would help managing client quotes and altering when to follow up or c...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged