Delete uploaded transactions before they are imported
This would help as if there is a problem with uploaded transactions eg duplicates they can be deleted before importing. I know you can ignore them but this does not remove them and when you look at uploaded transactions to be imported they are alw...
Add Amount Paid to the top of the clients transactions profile
Hi - currently you have 'Total Invoiced', 'Amount Due' and 'Amount Overdue' at the top of the clients transactions page - if you also added 'Total Paid' to these you would have a full house of all the important information regarding the clients tr...
We would find it useful to be able to archive clients that are no longer using Kashflow. We would still have access to the data and continue to use a credit to keep them on our system but not have them on our client list. This would be useful for ...
Have option to remove United Kingdom on customer profile as we do not always have customers details. So their name and United Kingdom doesn't look good.
Lock transactions but still allow nominal code to be amended
Once we lock the transactions in Kashflow we can no longer change the nominal code that the transaction is assigned to – we used to be able to re-allocate the transaction to a different nominal code, but make no other changes, which worked well.
W...
A report with department (aka Project) data on the report
Totally confused why we can enter department/project data at a transaction level yet cannot run a report on that information. The simple addition of the column for department/project on the Audit Trail would be the answer.
Make number of items displayed in invoices and purchases configurable in settings
Every time I log in to Kashflow I set the number of items to 100 in both invoices and settings. It would be great if I could set this once in settings instead!
Guest
about 5 years ago
in IRIS KashFlow
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