IRIS KashFlow

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Customise left hand Navigation Panel

Make the left hand Navigation Panel words Customisable by the user to make it more user friendly. Example Payments change Credit Cards

Guest almost 7 years ago in IRIS KashFlow / Dashboard 0 Will not implement

1 VOTE

It would be hugely useful and perhaps for an online solution serious about challenging Xero etc to be able to load a monthly budget so KF can reprort actual against budget on a monthly basis

Client reporting

Guest about 7 years ago in IRIS KashFlow / Reporting 0 Acknowledged

1 VOTE

Supplier Lookup (Purchases screen)

When you hit a curtain number of suppliers the auto lookup feature changes - apparently for speed?! Issue - When you have X number of suppliers recorded and active (over 2.5 pages) the look up feature changes apparently to make things easier an...

Ben about 7 years ago in IRIS KashFlow / Purchases 1 Acknowledged

1 VOTE

Update the Co-Operative Bank URL

Please can the URL for The Co-Operative Bank feed can be updated from the existing URL on KashFlow [http://www.co-operativebank.co.uk/], clicking on which currently gives rise to a 'The site id is not found' error message. To the URL for The Co-op...

Chris D about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

can you add a feature where I can create an 'Application for Payment' as well as invoices and quotes?

This is very useful for the construction industry where for VAT purposes we have to send an 'App for Payment' to the client first and then once payments are received into our bank we then have to send the invoice.

Guest about 7 years ago in IRIS KashFlow / Payments 0 Will not implement

1 VOTE

Integration with ConnectWise

I've just finished a call with an ex customer who complained that the only reason he didn't go ahead with KashFlow was because it lacks integration with ConnectWise. If we are able to add this integration, there would be many more clients who woul...

Guest about 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

1 VOTE

Reassign bank codes for multiple transactions at once

If you want to reassign the bank codes of multiple transactions, you have to click in to each transaction and change the code one at a time. It would be useful to be able to select multiple transactions and change their bank codes from one screen.

Guest about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

sales reps

There is no SALES REP option at the moment - only the SOURCES (which are not the same) Imagine that a client is picked up by an advertising campaign (the SOURCE) and you then have several sales reps who can sell services to her, from different dep...

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Date field on line items

When you're providing a date based service, the date of the service supplied is unlikely to match the invoice date or due date. A typical example being if a customer orders a 1 year web hosting package from me on the 1st April 2018 - I need to sho...

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Email Confirmation Sent For Purchases

When looking at invoices you can see straight away which invoices haven't been emailed as they don't have the grey emailed icon. Can we please add this feature to Purchases, as there is no indication if an Purchase hasn't been emailed out. This is...

Guest about 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

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