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IRIS KashFlow

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please could we have a multiple month profit and loss/balance sheet

a multiple month profit and loss would be so useful and save us so much time. clients want to be able to compare month on month, this is vital for monitoring costs/sales etc. this would save so much time, as it stand we have to populate our own sp...
Guest almost 3 years ago in IRIS KashFlow / Reports 0 New

make a button saying NEW BATCH PAYMENT

I do a lot of batch payments of receipts for sales. Each time I have to go back in through the menu and reset the number of items on the page to 100 (this should be retained) and all of this before I can make a second batch payment. As far as I ca...
CEO almost 3 years ago in IRIS KashFlow / Payments 0 New

Capture purchase invoice details & upload

This is a facility offered by many other providers as a basic feature. The only way of adding it to Kashflow is by paying through a 3rd party making it too costly. This will save alot of time entering purchase invoice details and saves having to k...
Guest almost 3 years ago in IRIS KashFlow / Purchases 0 New

An automatic login. I have to switch from EXCEL spreadsheets to Kashflow and have to login to KashFlow each time. I am conscious of security but only me uses this computer so a bypass to the login procedure would be helpfule

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Guest almost 3 years ago in IRIS KashFlow / Other 0 New

Reports

As a minimum should be able to sort the Aged Debtors Report by Customer Name, as the "Code" may not be Alphabetical thus is list is completely random when viewing it. Further improvement would be to allow sorting of all the columns, so that you ca...
George Ross almost 3 years ago in IRIS KashFlow / Reports 0 New

Additional template for estimate

Currently we only have 2 templates 1 for quote and 1 for invoice, we currently need to change the quote template to estimate template to send to our customers, this is time consuming for a business. Can we have the option to make more templates.
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Anna Money bank feed

Anna Money (https://anna.money/) is missing as a bank feed, this would be very helpful for customers who use Anna as their bank.
Guest about 3 years ago in IRIS KashFlow / Bank 0 New

Ulster Bank Business UK bank feed

All other Ulster Bank accounts (UK and ROI) are included in the bank feeds - business would surely benefit from being included in this
Guest about 3 years ago in IRIS KashFlow / Bank 0 New

I need to delegate users where they are not able to see the Reports which contains the P&L etc.

To maintain confidentiality.
Guest about 3 years ago in IRIS KashFlow / Reports 1 New

The PO number to be referred to on a Purchase

I since 1st December started to use Purchase Orders to send to my suppliers, when I receive there Invoice I then convert to a purchase which is working fine. My problem which has now come to light when my supplier sent me a statement, on there sta...
Roger Miles about 3 years ago in IRIS KashFlow / Purchases 0 New