All ideas

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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

2 VOTE

Typed Date Entry

When typing a date into Kashflow without using the drop down you have to use a longer format than usual. To manually key a date it is DD/MM/YYYY - where as usually when typing especially when using excel you can use a shorter format with the year ...

Ben almost 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

2 VOTE

Use the Supplier defaults when matching transations from imported bank account

When you are matching a transaction which you've imported from a Bank account and you choose to "Create" a new transaction, you get a screen to choose the supplier etc to log a new expense. However, when you choose a supplier, the purchase code a...

Gavin almost 7 years ago in IRIS KashFlow / Bank 2 Acknowledged

2 VOTE

Dashboard - Bank Account Graph Improvement

At the moment, the bank account graphs on the dashboard are drawn from the balance in each account at the end of the month. For payment processor accounts such as PayPal and Stripe, the graph is not very informative (for example my Stripe graph sh...

Rich Mellor almost 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

2 VOTE

facility to record communication on credit control

This facility will allow us to keep track on when we have spoken to clients and what has been discussed during the conversation.

Guest almost 7 years ago in IRIS KashFlow Connect / Clients 2 Already exists

2 VOTE

Trial Balance Not Balancing

As an accountant, we have had a couple of clients that have managed to post sales/purchase invoices to a bank code which has somehow caused the trial balance to not balance. I don't claim to be the smartest person, but surely if the software is do...

Guest almost 7 years ago in IRIS KashFlow Connect / Your Account 0 Will not implement

2 VOTE

Provide a purchase history report for suppliers (as is available for customers)

There is no report on kashflow that shows the description of a purchase alongside the quantity and amount of an item purchased. For people who want a quick & easy way to review how much previous orders have cost them - kashflow currently doesn...

Guest almost 7 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

2 VOTE

Moving transactions up or down in bank accounts

At times during a single day several events affecting the same bank account may happen, for instance sales invoices, purchases and bank transfers (such as withdrawals from Paypal to corporate account). Very often I have noticed that the transactio...

Guest almost 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

2 VOTE

Go back to same list view on delete etc

When you are in a list of suppliers, on page 8 and delete a supplier, it takes you back to the supplier list on page 1 and you have to go back to page 8 manually. Please return me to where I was before the action.

Guest almost 7 years ago in IRIS KashFlow / Other 0 Acknowledged

2 VOTE

Suppliers from the US

A lot of our purchases are made from US suppliers, but when you input supplier details the default is a UK supplier, with an option to say that they are from elsewhere in the EC. This means that 20% VAT is always added automatically when inputting...

Guest almost 7 years ago in IRIS KashFlow / Suppliers 1 Acknowledged

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