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Allow manual backups to be done when user requires

As new user of Kashflow and an accountant encouraging clients to use it, being able to do manual regular backups is essential. A back up before running a year end, or VAT reconciliation, or before making adjustments so that should something go wro...

Guest over 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

2 VOTE

changing lay out on taking the payment page

This refers to the payment sequence when taking card details, in practice you always take, 1; Card Number 2; Expiry Date, 3; security Number, Please refer to your existing page This is how everybody gives information, by phone, this all adds to ...

Guest over 6 years ago in IRIS KashFlow / Payments 1 Acknowledged

2 VOTE

auto post code recognition

POSTCODE RECOGNITION, is highly important to most users of card payment over the phone, this would naturally give an autofill facility overcoming a huge amount of time and sometimes frustration with Customers, particularly if not fluent English sp...

Guest over 6 years ago in IRIS KashFlow / Other 1

2 VOTE

Flexibility to move logo on pdf templates

The option to range a logo left, centre or range right on a pdf template only exists on the classic theme. It should be available on any new theme so users can customise their invoices etc. After all, that's the customer-facing document.

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Check box

desperately needing a check box on an invoice to show Job in progress or job complete. Trying to integrate into zapier but cannot disguish between ongoing jobs and completed jobs

Anonymous about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Adding products to a quote / invoice by searching the product code not the description.

As we give codes to customers, they use these when ordering. It would be easier to enter onto an invoice if you could just start typing the code. It would be much quicker. Also why is it each product code will only display up to 10 consecutive pro...

Rachel Nowak over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Display Billing Country of Invoice

I want a report that shows the country for each invoice or sales, like int he activity report

Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

To reverse the view of reconciliations

When we reconcile - after clicking on 'Reconcile' the page displays all the previous reconciliations. The oldest ones being displayed on the top page. I think it would be much more useful to have the latest on Page 1. Could the order be reversed?

Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Additional Users - Project Only

We have administration staff who need to set up projects, but not have access to the other information on Kashflow. Please could you make this possible.

Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

2 VOTE

Can you put the date of when the invoice was paid on the invoice?

When you print the invoice off, it has a big red PAID but no date so i keep having to log back into the system to manually write the dates they were paid down.

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 2

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