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LIST OF QUOTES ISSUED TO BE DOWNLOADABLE INTO EXCEL

It would be useful to be able to download the list of quotes issued into n excel spreadsheet so that staff without excel access are able to follow them up. Preferably to include customer name,address, contact phone/email which are not shown on pre...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Send a Receipt

There is no way to manually send a receipt without generating an invoice first and adding payment but it is still called an invoice which will cause confusion to some of my customers. Can receipts be added to the manual options we have?
Myke Snuggs over 6 years ago in IRIS KashFlow 2 Acknowledged

Automate process of association of transaction to existing invoice or repeat invoice

Having recently signed up to Kashflow, I am gobsmacked that this is not an inherent feature. Simply looking for the ability within matching rules to associate a transaction to an invoice/repeat invoice, without having to manually do each time. So ...
Guest over 6 years ago in IRIS KashFlow / Bank 1

Letters Facilities

It could be very useful to have letter sending facilities directly from KashFlow that are not financial related.
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Option to delete additional user

Having employees leaving I'm unable to delete them as additional users,the only option is to disable them. To delete would be useful as you don't want by any chance someone logging in to mess up your accounts.
Barbara Laczny-Gomez over 6 years ago in IRIS KashFlow / Other 2 Will not implement

Via the android app, create the function to switch between accounts without having to log out and log back in as a new user

Current process defeats the whole point of adding an easy access app to your portable device
Guest over 6 years ago in IRIS KashFlow / Mobile Apps 0 Acknowledged

Login/Logout

it would be nice to have the option to stay logged in rather than be logged out every 5 minutes.
Guest over 6 years ago in IRIS KashFlow / Other 2 Will not implement

Record Lock for Multi-User

With your multi-user feature, is there any plan to introduce any sort of record lock that stops two users from amending the same invoice at once? Currently, two different users can access the same invoice, edit and make changes, and it is the us...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

Creating corporation tax liability (missing basic functionality)

Kashflow at the moment only allows you to record a corporation tax payment only (https://www.kashflow.com/support/kb/corporation-tax-2/) but no way of creating the initial liability (i.e. the amount due). So when you create the payment bank transa...
Guest over 6 years ago in IRIS KashFlow / Payments 0 Already exists

To add a date range option to the Global Project Report

At the moment the Global Project Report only works up to and including 31 December 2017, with no option for a date range selection. It would be very useful to be able to identify costs in a project on a monthly basis and for a financial year.
sue mcintosh over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged