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IRIS KashFlow

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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

Project reports - to give the project profit and percentage profit on one report and per customer

It would be useful if the project global report could calculate the project profit and percentage profit on one list and per client.
Guest over 3 years ago in IRIS KashFlow / Projects 0 New

Adding costs to a project that are not a supplier or bank payment

We have costs associated to a project ie where a director is working on the site but the amount of this is not made as a payment to him but needs to be built into the labour costs of the project
Guest over 3 years ago in IRIS KashFlow / Projects 0 New

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