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IRIS KashFlow

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Granular user permissions

Can you please add more granular user based permissions for example limited basic sales people to quotes only.
Guest over 4 years ago in IRIS KashFlow / Uncategorised 0 New

Emails to customers - header to include invoice number automatically

When customers and book keepers check emails it would be an advantage if header included the invoice number as often a number of emails have to be opened to find a particular invoice
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Giving users an enable/disable function to cancel changes Kashflow makes

It appears someone has had the idea to show all invoices (paid & unpaid) in the bank feeds matching section, which I disagree with and did not want, so I wonder is it possible to add in a enable/disable function for updates that Kashflow imple...
Michael Hopkins over 4 years ago in IRIS KashFlow / Bank 0 New

Purchase order from different emails

We have multi users within the company who will be using the purchase order feature. For each order we send out we receive a confirmation email sent to the person who issued the order. Would it be possible for the individuals to each be able to re...
Rebecca Jackson over 4 years ago in IRIS KashFlow / Purchases 0 New

0% VAT and Customers NOT Outside EU

Add a new report which shows customers where VAT has not been included on the invoice, but they are not ticked as being outside the EU. This would help pinpoint errors in VAT charging
Rich Mellor over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

'Sales Order' system. At stafe between quotation and invoice.

It would help with 'open order' or 'back order' system. As it stands, we can raise two customer documents – ‘quotation’ and ‘invoice’. We’re finding it difficult to process orders without an in-between stage. We receive many orders which take time...
Guest over 4 years ago in IRIS KashFlow / Customers 1 New

Bank Feeds: Add switch to stop automatically getting recent date range

Whenever I use the bank feeds, I want to select a date range. I have to wait for the current fetch process to complete before I can then enter my chosen date range. Reason: Wastes time Wastes bandwidth
Gary Newbrook over 4 years ago in IRIS KashFlow / Bank 0 New

Fix the Dashboard so VAT continues to be shown as money owed by you until it is paid to HMRC

Everyone who pays VAT would benefit. At present, immediately at the end of the quarter the "money owed" ceases to include the VAT which has accrued over that quarter, even though it won't normally be paid out for another 6 weeks. It means that for...
Guest over 4 years ago in IRIS KashFlow / Dashboard 0 New

Make Kashflow work correctly on iPad (as it doesn't and has never done so)

Kashflow needs improvement when used on iPad and iPhone (other tablets and phones too but I haven't been able to test those) Using Kashflow on iOS. It really can be a headache to be honest. Screens come up then you can't exit back out of them, whi...
Guest over 4 years ago in IRIS KashFlow 0 New

Customer statements should have the ability to print our bank details on the statement.

Customers ring to ask for bank details after receiving a statement. The details are on an invoice but customers pay from the statement.
Guest over 4 years ago in IRIS KashFlow / Customers 1 New