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SUBMIT IDEA

IRIS KashFlow

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Be able to delete redundant Additional Users

I can create new Additional Users but when I don't want access to be available I can't delete their profiles - only Disable them. It would be cleaner and clearer to be able to DELETE Additional Users which are no longer required.
Guest almost 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Access to Display Settings

Access to the ’ Display Settings’ is quite crucial when using the program for my company. I see it can be easily selected from the Dashboard page (albeit it should have a more prominent button or look) However, it should be accessible when you are...
Guest over 1 year ago in IRIS KashFlow / Uncategorised 0 New

Adding Column for assigned Job details on front of both the purchase orders and invoices as per my attachement

Adding Column for assigned Job details on front of both the purchase orders and invoices as per my attachement. Although you can search under jobs, this feature would enable a quick look when you receive purchase orders in as a quick look up feature.
Guest over 3 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Split delivery notes

We don't always ship every item from an invoice in one shipment so it would be extremely useful to be able to show which items show on the delivery note. At the moment we have to raise multiple invoices.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Export to csv the overdue invoice report

We use Kashflow for subscription based invoices (thousands every quarter). When an invoice becomes overdue, we currently have to go into each account individually to print off reminder letters. It is extremely time consuming. It would be an enormo...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Errors in Bank Reconciliation

If an error occurs in say November, after deleting a transaction then ALL the following reconciliations need to be deleted & reworked!! Why cant you just amend the relevant month?
Guest over 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Create Invoice - Add Lines

When adding several lines to an invoice using the new template, often the product column in the previous row(s) goes blank - eg I created an invoice with 8 lines, moved one line up to reorder, then add a new line to the invoice. I get two rows in ...
Rich Mellor over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Paypal Import - Transfers Tab

When importing from paypal, if you import several payments in and then go to the transfers tab, try importing those and the screen refreshes as though it has imported. However, the transactions remain on screen awaiting import. Do it a second time...
Rich Mellor over 1 year ago in IRIS KashFlow / Other 0 New

Pre-remittance Advice on Purchase Invoices

Often a supplier will request date of payment. It would be more professional and very useful to send the date through Kashflow or print and send as an attachment to advise when the payment would reach them which then hopefully reduces further corr...
Guest over 1 year ago in IRIS KashFlow / Purchases 0 New

Invoice CSV export

Missing functionality from Kashflow. There is no option to download a report based on invoices issued between a set date in CSV format. All other bookkeeping software is able to do this. Report should be downloadable directly from invoicing screen...
Guest over 3 years ago in IRIS KashFlow / Reports 0 Acknowledged