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On the bank page, when adding a new transaction - an option to change the 'money in' setting to 'money out' as the default?

This for when you are entering a list of payments thereby needing to click on 'money out'. This would save some time!
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

3D Cad file extensions such as .stp(.step), .IGES as valid attachments for POs' etc

When emailing a PO to a supplier, I often need to attach CAD files as well. The system, lets me add .dwg files, but will not let me send 3d CAD files such as Solidworks drawings or generic 3D files such as .stp (.step), or .iges. It is a fairly im...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Would be great to add your own Icons to the existing ones (Visa, Lloyds etc.).

No description provided
Guest about 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

A drag-and-drop utility on the Bank page

drag-and-drop utility on the Bank page within KashFlow to aid reconciliation
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

A confirmation box before sending bulk emails from Invoice/Quotes page

I just accidentally bulk emailed a batch of old invoices to clients and tried to figure out how to stop it from happening - but it was too late, the emails had already been sent: When selecting multiple records in the invoice/quotes screen, the bu...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow users to set preferences for little drop-down calendars (ie. to select date of an invoice or a sale) so week begins on Monday.

When you create a new invoice or transaction, you select the date and a little calendar appears. This calendar displays with the week beginning on Sunday – however, all my other calendar apps begin the week on Monday, and so this is incongruous. A...
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Acutal income to-date to WIP under Projects, in addition to Target Income, so that you can monitor actual income v. expenditure.

No description provided
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Boxes on the bottom of statements to show monthly figures, i.e. Current, 1 Month, 2 Months etc

No description provided
Guest about 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Can you not update the system to be able to put the account number on the supplier record as these details are used when printing/emailing t

Can you not update the system to be able to put the account number on the supplier record as these details are used when printing/emailing the remittance surely it would make sense to have the account number on the record?
Guest about 8 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Trial balance export

Hi, after year end process, there needs to be a exportable trial balance which shows all the balances (P&L and Balance Sheet). This will help accountants to export trial balance from kashflow and import to other softwares to prepare final acco...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged