IRIS KashFlow

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Importing Kashflow CSV Back Ups into Kashflow

I have been informed that to back up the data, you need to go to Sage Export and download the four CSV files. The reason for needing to back up the data in my scenario is that the client (I work at an Accountancy firm) is moving away from Kashflo...

Guest over 6 years ago in IRIS KashFlow / Other 1 Acknowledged

2 VOTE

Allow manual backups to be done when user requires

As new user of Kashflow and an accountant encouraging clients to use it, being able to do manual regular backups is essential. A back up before running a year end, or VAT reconciliation, or before making adjustments so that should something go wro...

Guest over 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

2 VOTE

changing lay out on taking the payment page

This refers to the payment sequence when taking card details, in practice you always take, 1; Card Number 2; Expiry Date, 3; security Number, Please refer to your existing page This is how everybody gives information, by phone, this all adds to ...

Guest over 6 years ago in IRIS KashFlow / Payments 1 Acknowledged

2 VOTE

Flexibility to move logo on pdf templates

The option to range a logo left, centre or range right on a pdf template only exists on the classic theme. It should be available on any new theme so users can customise their invoices etc. After all, that's the customer-facing document.

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Adding products to a quote / invoice by searching the product code not the description.

As we give codes to customers, they use these when ordering. It would be easier to enter onto an invoice if you could just start typing the code. It would be much quicker. Also why is it each product code will only display up to 10 consecutive pro...

Rachel Nowak over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

To reverse the view of reconciliations

When we reconcile - after clicking on 'Reconcile' the page displays all the previous reconciliations. The oldest ones being displayed on the top page. I think it would be much more useful to have the latest on Page 1. Could the order be reversed?

Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Additional Users - Project Only

We have administration staff who need to set up projects, but not have access to the other information on Kashflow. Please could you make this possible.

Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

2 VOTE

CIS Split

It would be very helpful (for customers in particular) to have a summary at the bottom of an invoice of the total labour costs and total material costs within that invoice. Although Kashflow does calculate the CIS, when an invoice is considerably ...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

Lock out banks

We use multiple banks in Kashflow and need to hide some of them from some of the staff.

Gary BATTEN over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Multiple Budgets On Projects

We have a projects that use 3 or more pots of budget for billing and expenses. Please could there be a solution to integrate split budgets in to the projects. This would help immensely as currently we use several spreadsheets to do this job.

Jonny Shire over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

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