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1 Vote

Option to switch off automatic allocation

We need to be able to switch off the automatic allocation of bank transactions against invoices because often they are incorrectly allocated. (Separate to the ability to turn off matching rules)

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Ability to use other merchant banks with payment gateway instead of only world pay

More options with payment gateway to include other merchant accounts and possible saves customers having to move or close existing merchant accounts.

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Multiple customer branches

I have several customers who have many branches. Each branch orders and the order is packed and shipped to the individual branch. The invoice goes to either the branch for approval or the head office, but all payments are made centrally at Head Of...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

file:///C:/Users/User/Downloads/vat-return-of-trader-details.pdf

Hello - My accountant tells me I need the below reportfile:///C:/Users/User/Downloads/vat-return-of-trader-details.pdf Can you advise if this possible and if not if / when could it be done. thanks fleur

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Already exists
1 Vote

Copying invoices

When copying invoices you get an option to copy t 5 different headings, why not have sales copy to sales and purchase to purchase, may be have a button to request more options, but why would I want to copy a purchase to a sales invoice? he most li...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Changed to required fields when importing Sales invoices by CSV

When I recently imported CSV files from one software to KashFlow the customers imported fine but when it came to importing the sales invoices a required field is that of the customer reference generated by KashFlow; so I had to add this informatio...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Supplier Purchases and Stats table should be sortable by date & receipt #

The purchases and stats display for supplier shows only 7 rows of data before scrolling. It is also sorted by receipt #. When searching for a transaction I usually know the date the payment was made but not the receipt number. The current display ...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Searching invoices slow (100,000+ invoices)

The search function has become slow and it seems to be caused by high volume of invoices. We have 100,000 invoices and searching invoices with email or transaction number is very slow. It takes about one minute to get results and sometimes the pag...

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

GoCardless Improvement

Is there any way to get the Invoice number into the GoCardless"Reference" field when the payment is processed? (or alternatively add an InvoiceNo pair to the metadata) I'd like to be able to respond via the GoCardless API when a payment is process...

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Apply additional charges to an invoice depending on payment method

Apply additional charges to an invoice depending on payment method. For example automatically add a percentage charge if a particular credit card is used.

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged