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IRIS KashFlow

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Global Payments as a card payment processor.

They are currently not listed as a payment processor in Card payment Settings but I believe they are part of HSBC bank and very widely used.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

All transactions that have been previously reconciled are marked to show they have been. Also a report to show all unreconciled transaction

All transactions that have been previously reconciled are marked to show they have been . Also a report to show all unreconciled transactions
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Profit & Loss Reporting Cost Classifications

Add additional classification for Profit & Loss Reporting: Other income or expense (non-operating)Income taxes This will allow accurate Profit & Loss reporting. After Operating Income (Gross Profit - Expenses) = Operating income+/– Other i...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

wish to recommend some changes purchases

we are signed up through EJBC nad have found the software very good but wish to recommend some changes when reviewing purchases the paid column could do with being an actual date as that is the actual date showo on a statement. If reviewing multpl...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Integration with CMS for clinics

I would like to offer a suggestion... I am a complementary therapist and along with KashFlow I started to use a very specific Client Management System... one at my own practice and the other where I work with my colleague. They are both great for ...
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

Payment schedule

Using a monthly payment schedule to know how much is owed and payed by invoices sent out or sent in. So easier to keep on track.
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

Custom supplier fields

Just as there are custom customer fields, the option to have custom supplier fields
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Are there any plans to expand the usability of the customer database? It would be really helpful to be able to view/download the info I crea

Are there any plans to expand the usability of the customer database? It would be really helpful to be able to view/download the info I create under the 'Other info' tab in some kind of report.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Default focus on Supplier Screen set to search box

Unless you have a very limited range of suppliers, you will need to search by supplier. Currently you have to locate the mouse on screen and then click into the search box. Since this is probably the only action you would want to take at this stag...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Partial Save or Recover Document

Working on the presumption that the KashFlow uses the same or similar logic to MS Word, perhaps having a partial save or recover document for when things unexpected happen. Personal experience 2 hours worth of work lost as it deemed me "Inactive"
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged