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Quotation summary columns should be the same as the Invoice summary columns in invoices/quotes/stats etc part of customer

This would be useful because what you see in the quotations summary just now is very limited
Rob Smith almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

List payments under invoices newest to oldest

Currently, new payments received are listed under payments already received. As for Notes, it would be useful if this were the other way around.
Katrina Boydon almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

Fingerprint entry on Kashflow app

The core reason to use the app is for speed of data entry on the go. To have to login with 2 security screens makes this more hassle than it is worth so I choose not to use it. If the fingerprint login was taken advantage of like in competitor app...
Guest almost 7 years ago in IRIS KashFlow / Mobile Apps 0 Released

Invoices in numerical order when you sort by customer

I would like to be able to produce 1 pdf of a number of invoices for 1 client. When I sort by client on the invoices page the invoices are in a random order making it difficult to select the most recent invoices to turn into a pdf. eg I have just ...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Released

EU Digital VAT and other countries outside the EU

a) Whilst I find the ability to mark sales codes as a digital service (for the purpose of VATMOSS), this has much wider implications than the EU. I deal with a range of B2B and B2C digital services, from countries which have their own versions of ...
Rich Mellor about 7 years ago in IRIS KashFlow / Uncategorised 0 Released

NOT GIVING BASIC USERS ACCESS TO HOW MUCH WAGES WERE PAID FOR THE YEAR

The most basic user can find out extremely sensitive company information! It take some digging in reports but if i can do any of your users can do it. Please be aware. I have had to stop all my sales stay from using the software. Extremely annoy...
Guest about 7 years ago in IRIS KashFlow / Bank 0 Released

restrict access to journals for users

Journals are powerful and in the wrong hands can totally mess up your acccounting software. The new user permissions are great but I'd like to see the ability to prevent access to journals yet have a user who can access both sales and purchasing.
Christian Arnott over 7 years ago in IRIS KashFlow / Dashboard 1 Released

Customers with missing emails

In the past when sending out monthly customer statements Kashflow would identify in red text, those customers that did not have email addresses - this was most helpful. The system now doesn't flag missing email addresses instead a text in green fl...
Guest over 7 years ago in IRIS KashFlow / Customers 0 Released

Aged debtors report does not agree to trial balance

The aged debtors list is not picking up payments on account until the invoice date matches the aged debtors report date e.g payment made 28.3, inv date 1.4. the aged debtors report dated 31.3 will not show the payment, but the trial balance does.
Guest over 7 years ago in IRIS KashFlow / Reports 0 Released

Debtors Report

Is there a way that the debtors report can be customised to include any notes added to the invoice numbers? I put all my notes there for any chasing I do, but when I send the report to management, I have to add those manually.
Guest over 7 years ago in IRIS KashFlow / Customers 1 Released