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IRIS KashFlow

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Audit Trail

A better audit trail so that you can see who has made changes. When working in an accounting practice we have noticed that a client can manipulate the accounts using their login details, however the audit trail will not show what user made the cha...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

New Sage Migration Tool

We would like to offer the ability to migrate directly from Sage onto KashFlow, without the need to export data into CSV and import manually
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

Add the payment option 'bank transaction'

In Kashflow you can specify the payment method when you record a purchase. The choices are, credit card, debit card, cheque and ‘other'. However, you can’t specify ‘bank transfer’. There is only the catch-all category called ‘other’. I was just re...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

Invoice/Quote Number within Email Subject line

Automatic reference number inserted into the email subject line.Whether its a Invlice, Quote, Purchase Order. When the customer replies to an email, currently there is no way of quickly seeing which email they are responding to. Especially difficu...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

enter journal enteries into suppliers and Customers. And have the Trial Balance as a tab to see all the accounts

enter journal enteries into suppliers and Customers. And have the Trial Balance as a tab to see all the accounts
Guest about 8 years ago in IRIS KashFlow / Reports 1 Already exists

Overdue negative value invoices i.e. overdue credit notes

When filtering overdue invoices it would be really useful to see any negative value overdue invoices i.e. overdue credit notes
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

The printing option in Kasflow is complicated

we must me bale to print all the receipt from 1 to 10 for Example or all the receipt of March in one step, or all the invoices of March, and it should have saved the deleted invoice to be able to print as cancelled or delete in the background as c...
Guest about 8 years ago in IRIS KashFlow 0 Already exists

I you have more than ten customers, the drop down box will not display all customers but instead ask you to begin typing their name.

Once you have more than ten customers, the drop down box will not display all customers but instead ask you to begin typing their name. It would be much easier if a drop down list appeared under that letter of the alphabet.
Guest about 8 years ago in IRIS KashFlow 1 Already exists

the 'pay now' button in automatic credit control reminder letters

the ability to set up 'pay now' within credit control reminder letters would be very useful. Currently it seems to be only available in invoices.
Guest about 8 years ago in IRIS KashFlow / Customers 0 Already exists

Assigning batch payments to part paid invocies

When assigning a batch payment, I would like to be able to see part paid invoices listed so that I can clear the remaining balance. It seems a bit obvious and therefore I can't understand why it isn't already possible. Similarly, when a batch paym...
L Smith about 6 years ago in IRIS KashFlow / Payments 1 Already exists