IRIS KashFlow

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Enhance Search functionality with filters

The search functionality is excellent. However, it would be nice to narrow it down sometimes with filter options around dates, invoice amount, and other parameters.

Katrina Boydon over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

2 VOTE

Allow customers to be sorted by date added and not only alphabetically

I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.

Katrina Boydon over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Consider bank transfer on the Unreconciled Bank Transaction Report

If the bank transfer has been reconciled then do not include on the report, if it hasn't been reconciled then include on the report.

Natasha Chryssafi over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Allow the "Sales" role in multi-user setup to add Projects

I don't know why you felt it necessary to close this role off to Sales people, but it's the one additional feature that would make the new multi-user functionality fully fit for purpose at our company. I cannot see what the risk/problem is with th...

Guest over 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

2 VOTE

Automated conversion of Paypal imports

It would be hugely convenient if my Paypal imports were automatically converted to invoices rather than having to do it manually. Can this be set up?

Guest over 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

2 VOTE

Different reply to address

We use an external SMTP service to send kashflow notifications - however so it doesn't get in the way of our base domain MX records we run it via a subdomain EG out.domain.com - but our Kashflow is currently set to send them from EG domain.com - b...

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Introduce a self billing invoice for a supplier within Kashflow?

For example if a cleaner works for 2 hours a week for a client can the system be enabled to prepare an document as though it were an invoice from the supplier to support a payment by the client to the supplier thereby avoiding the need for the cle...

Guest over 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

2 VOTE

I have numerous orders which use fractions of a penny. There is no facility for this on Kashflow please can you incorporate this as this is causing Over paid or part paid notices

Wolseley Center where I purchase majority of goods in my industry use this system.

Guest over 7 years ago in IRIS KashFlow / Purchases 1 Acknowledged

2 VOTE

Notes/comments in activity reports

It would be great if activity reports would show notes/comments for purchases, as they currently do for bank transfers. Presently, adding comments or descriptions is only possible after importing the csv file.

Amy over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Matching supplier invoices to payments

We have some suppliers that issue more than 100 invoices per calendar month. But Kashflow will only allow a maximum of 100 invoices to be matched from the bank feeds matching menu. It would be hugely beneficial if the restriction of 100 was remove...

Guest over 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

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