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When viewing reports, favourite reports should be the default view

To save a click when checking reports regularly.
Guest about 9 years ago in IRIS KashFlow 1 Already exists

allowing bank feed transactions to be assigned to projects, especially with Rules

Projects are very helpful in Kashflow, but if the bank feed is the driver that creates new P&L & BS transactions then it's difficult to find them and assign them to projects. When creating new invoices & purchases using the bank feed, ...
Guest about 9 years ago in IRIS KashFlow / Projects 3 Acknowledged

Kashflow Payroll - carry forward hourly rates to next month both as a payroll line and rate

Kashflow Payroll - if I use hourly rates to build the basic pay, the software doesn't let me repeat that line in the following month. So i have to build the line again and it can be a pain with large payrolls. If the line were carried forward then...
Guest about 9 years ago in KashFlow Payroll 0

Nominal Code Default Setting Suppliers & Customers

With the default nominal codes it would be good if you could have it where you could set this as you are putting purchases on and just press update customer or supplier record. Exactly like you have it where you can type an address in on an invoic...
Guest about 9 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Full Integration with IRIS Time & Fees

Full integrate IRIS time & Fees with Kashflow this enabling you to not only benefit from a quick accounts package but also have all the features available in Kashflow to chase up your own debts. E.g Automatic credit control, better statements ...
Guest about 9 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Grouping Customers Together

Would it be possible to set up groups for customers so that you can see what is outstanding for the group they belong to? My particular needs is that I run a school and I would like to be able to group students together in 'Courses' so that I know...
Guest about 9 years ago in IRIS KashFlow / Customers 2 Acknowledged

Integrate with Transferwise

Transferwise is going to be an standard for international transactions, and transfers, exchanges, refunds, etc do the manual work with KashFlow very complicated.
Guest about 9 years ago in IRIS KashFlow / Partner Apps 3 Acknowledged

Aged creditors report you can run so it shows due date in months not invoice date - to help your Kashflow incoming by month due

this would be beneficial to manage amounts coming due to manage your bus cashflow expectations by month have an option of invoice date or due date as a tick option
Guest 10 months ago in IRIS KashFlow Connect / Reporting 1 New

Fix the broken purchase invoice, purchase code default to incorrect supplier mess on the new update

Yes, we completely understand your concern and we will update the developers to revoke the changes they made recently. Since it's a software release we need to wait until when this can be done as we wouldn't be able to specify a timeframe for this...
Guest over 1 year ago in IRIS KashFlow / Purchases 0 New

Have YTD figures on the dashboard comparing to last year YTD

On the dashboard, you can look at sales and costs YTD/ Month/ Accounting Period but this compares figures to last year for the WHOLE year. It is not a YTD comparison as it states. What I want to see on the dashboard is the current accounting perio...
Guest over 2 years ago in IRIS KashFlow / Dashboard 0 New