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Removing sales graphs when in sales only access

Would it be possible to remove the dashboard and reports section from the left hand side when the module is in sales section only? Not sure how everyone else feels but when we have the sales only module so that our employees doing sales can't see ...

Guest over 3 years ago in IRIS KashFlow / Reports 1 Already exists

4 VOTE

Customer telephone and email details on quotes and invoices

To increase productivity

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

2 VOTE

Earnings Order

Dear Improvement Team, I have a DEA for £100 per month. Your current system does not allow for this to be set up. Change you make the changes so the system allows set values please Regards Jonathan Beacham Eastbrook House Manager

Guest almost 4 years ago in KashFlow Payroll 5 Already exists

4 VOTE

Software remembers frequently used settings

I always want to view unpaid invoices and all of them. But every time I go to the page I have to change the settings as it shows 10 and all invoices as default. If I'm going in and out of the page all day it is a pain. I know that on some pages it...

Guest about 8 years ago in IRIS KashFlow / Other 2 Already exists

4 VOTE

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

4 VOTE

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

4 VOTE

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

4 VOTE

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

4 VOTE

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

4 VOTE

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

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