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SMTP configuration - Allow email to be saved in IMAP Sent folder

Not all mail servers automatically save sent mail. Gmail does, but many don't. Hence if SMTP configuration is switched on, outgoing mail is not saved in sent mail. This is an issue as we want outgoing mail, e.g., invoices, saved. The solution is f...

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

2 VOTE

Purchase Orders in Projects

If there was a Purchase Order field in the Project page which dragged across to the global project report it would save me a lot of time doing VLOOKUP function searches and cross referencing for monthly reports. It could also automatically populat...

Jonny Shire over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

2 VOTE

Sage converter to bring over customer and supplier default nominal code

When bringing over the supplier and customer data, can you make it so it brings over the default nominal codes for each customer and supplier too. At present, when a conversion is processed, all the data transfers perfectly, except it omits which ...

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

2 VOTE

Assign multiple Customers to a project

At the moment you are able to assign one Customer to a project but this doesn't auto fill the project box. To save time when posting invoices it would be good if, when you create invoices, those customers are automatically assigned to a project.

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

2 VOTE

Unassigned Departments Report

To retrieve information which shows me a list of all items not assigned to a department

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

1 VOTE

Regarding two pension form for same employee

We have a member of staff who is holding two position . As a Receptionist she pay 5.6 % contribution and as a Phlebotomist she suppose to pay 7.1% but due to kashflow doesn't have two type of pension form we are unable to add various % towards to ...

Guest almost 4 years ago in KashFlow Payroll 1 Acknowledged

2 VOTE

Date range to be the same from Profit and loss report to the nominal code breakdown

When entering the date range for the profit and loss or balance sheet report and then looking at the different nominal codes ie: sales, the date range changes. It would be of great help if it could copy the date range across.

Emma Ransom over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Contra entries

I had a contra entry to make where client had reduced supplier payment by amount owed to them on sales ledger. The method told me by support was to create a dummy bank account and post both sides to this, it seems a bit clumsy, what is needed is t...

Guest over 7 years ago in IRIS KashFlow Connect / Other 3 Acknowledged

2 VOTE

Include interest that could be charged on overdue invoices invoices

It was a really useful function on the old kashflow

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

2 VOTE

Include the Alphabet at the top of customers & suppliers page as on the old kashflow pages

This was a really useful shortcut on the old kashflow and the new one would benefit from it

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

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