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Retain customised view settings after log off

Why do our preferences keep getting changed?We need to see at least 100 purchase invoices and at least 365 days of invoices. Every time we log in the default is 10 purchase invoices and 90 days invoices. We need to see all customer history without...
Richard Cosier almost 2 years ago in IRIS KashFlow / Dashboard 0 New

FLAG/WARNING/HIGHLIGHT for customers/suppliers on hold

There are times when I forget that a customer or supplier should not be sent a statement. It would be incredibly useful to be able to flag/highlight to indicate on hold.
Guest almost 2 years ago in IRIS KashFlow / Customers 0 New

Only allow subscribed KashFlow users to post ideas

Looking at the "ideas" posted, many are junk advertisements, limiting genuine customers and Kashflow support from being able to review and assess genuine ideas. Can you enforce a login using our subscription credentials before any idea can be posted?
Marcus Cripps over 3 years ago in IRIS KashFlow / Uncategorised 0 New

Invoice Template on App

I feel the app invoice template should match the desktop template or should at least be customisable, to avoid populating the email every time.
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow clients to override transactions and bank locks only as far as a specified date

Currently there is only a blanket option to allow clients to override the bank or transaction locks - as in they can go back as far as they want. Thus there is no protection given to the books for a finalised year of accounts. Whilst withholding t...
Chris D over 5 years ago in IRIS KashFlow Connect / Settings 0 New

Purchase Invoice: Give the option in settings to change the name of the document to "Purchase Order".

I would prefer just to have one category for Purchases not two i.e. Purchase Orders and Purchase Invoices. We prefer just using Purchase Invoice (category) but would like the option to rename the document Purchase Order
James almost 4 years ago in IRIS KashFlow / Purchases 0 New

Re-Oredering Bank Accounts on the BAnk Accounts PAge

The ability to reorder the bank accounts on the bank accounts page. This would be useful to improve workflow or to group accounts by 'brand' or group accounts by type.
Guest over 5 years ago in IRIS KashFlow / Bank 0 New

Product drop-down

You previously allowed the drop-down on the 'Product' sector to view all the options for the respective 'Purchase/Sales code'. It is very annoying having to go to 'Settings' and 'Sales Codes/Purchase Codes' every time one cannot remember the chara...
Guest almost 4 years ago in IRIS KashFlow / Purchases 0 New

Bank Feeds Loading Transaction Speed SLOW

Loading in bank feeds takes a ridiculously long time. Is there any intention of speeding this import function up? It has to load the last month which can take anythign from 10-20mins orr longer. Then select the desired period and start the loading...
Bex Aiken almost 2 years ago in IRIS KashFlow / Bank 0 New

Use custom fonts in PDFtheme.

This would allow us to personalise the invoice further to be on brand with our business rather than having to use one of the default fonts.
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New