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Allow customers to be sorted by date added and not only alphabetically

I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.
Katrina Boydon over 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

When using a mobile, better functionality in creating invoices

At present it is not possible to add Advance Payments to a newly created invoice when working on a mobile device.
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Consider bank transfer on the Unreconciled Bank Transaction Report

If the bank transfer has been reconciled then do not include on the report, if it hasn't been reconciled then include on the report.
Natasha Chryssafi over 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Allow the "Sales" role in multi-user setup to add Projects

I don't know why you felt it necessary to close this role off to Sales people, but it's the one additional feature that would make the new multi-user functionality fully fit for purpose at our company. I cannot see what the risk/problem is with th...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Archive function for purchases & invoices

I have no need to see years of invoice data in purchases or invoices. I only need the current financial year (or the option to choose). I would like to be able to choose the date range of the information shown in these areas of Kashflow or be able...
Guest about 4 years ago in IRIS KashFlow / Purchases 0 New

User Accounts - Better Control / Administration

Currently we have options to assign a few basic tasks on Kashflow, a Super Admin, Standard, Basic, Sales, Purchasing. However in businesses some staff are dedicated to particular customers, where other staff shouldn't have the ability to see, edit...
Ben about 4 years ago in IRIS KashFlow / Other 0 New

Email Notifications - New Invoices

I am receiving a lot of SPAM! from Kashflow in the form of unwanted emails relating to the automatically generated invoices. I have an invoice that is created every day for our tills information to be entered. This side functions fine, however, ev...
Ben about 4 years ago in IRIS KashFlow / Other 0 New

Automated conversion of Paypal imports

It would be hugely convenient if my Paypal imports were automatically converted to invoices rather than having to do it manually. Can this be set up?
Guest over 8 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

multi companies feature

hey. It would be great if you could add a multi companies feature that allow user that have more than one company to switch between them. Cheers. Ants.
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

CSV Upload to update current customers

The ability to be able to do a mass update on current customers, by using the customer code, and updating field details already on the system. At the minute this isn't allowed as it would be duplicated.
Guest over 8 years ago in IRIS KashFlow / Customers 0 Will not implement