IRIS KashFlow

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Search Box issue

Issue: Search box does not look up all data equally - after a recent support query #300676 I was advised that "The search bar in the top left only searches for invoice numbers or customer references" - This is not true. Example: I type in "FISH...

Ben over 6 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

2 VOTE

LIST OF QUOTES ISSUED TO BE DOWNLOADABLE INTO EXCEL

It would be useful to be able to download the list of quotes issued into n excel spreadsheet so that staff without excel access are able to follow them up. Preferably to include customer name,address, contact phone/email which are not shown on pre...

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

2 VOTE

Send a Receipt

There is no way to manually send a receipt without generating an invoice first and adding payment but it is still called an invoice which will cause confusion to some of my customers. Can receipts be added to the manual options we have?

Myke Snuggs over 6 years ago in IRIS KashFlow 2 Acknowledged

2 VOTE

Letters Facilities

It could be very useful to have letter sending facilities directly from KashFlow that are not financial related.

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

2 VOTE

Via the android app, create the function to switch between accounts without having to log out and log back in as a new user

Current process defeats the whole point of adding an easy access app to your portable device

Guest over 6 years ago in IRIS KashFlow / Mobile Apps 0 Acknowledged

2 VOTE

To add a date range option to the Global Project Report

At the moment the Global Project Report only works up to and including 31 December 2017, with no option for a date range selection. It would be very useful to be able to identify costs in a project on a monthly basis and for a financial year.

sue mcintosh over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

2 VOTE

Typed Date Entry

When typing a date into Kashflow without using the drop down you have to use a longer format than usual. To manually key a date it is DD/MM/YYYY - where as usually when typing especially when using excel you can use a shorter format with the year ...

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

2 VOTE

Use the Supplier defaults when matching transations from imported bank account

When you are matching a transaction which you've imported from a Bank account and you choose to "Create" a new transaction, you get a screen to choose the supplier etc to log a new expense. However, when you choose a supplier, the purchase code a...

Gavin almost 7 years ago in IRIS KashFlow / Bank 2 Acknowledged

2 VOTE

Dashboard - Bank Account Graph Improvement

At the moment, the bank account graphs on the dashboard are drawn from the balance in each account at the end of the month. For payment processor accounts such as PayPal and Stripe, the graph is not very informative (for example my Stripe graph sh...

Rich Mellor almost 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

2 VOTE

Provide a purchase history report for suppliers (as is available for customers)

There is no report on kashflow that shows the description of a purchase alongside the quantity and amount of an item purchased. For people who want a quick & easy way to review how much previous orders have cost them - kashflow currently doesn...

Guest almost 7 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

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