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1 Vote

Being able to do Quotes and Estimates

At the moment you can choose option Estimate or Quote but I want to be able to do both

Created 20 Feb 08:29am by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Cannot edit net figures on VAT return

When suppliers refund earlier payments, the receipt is showing as sales and increases to net sales figure on the VAT return. This should be a reduction to purchases. I can't edit the VAT return or make changes, so end up using HMRC's site to submi...

Created 25 Jan 12:17pm by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Extend SOAP API to support deleting products

We have a large number of products that we sell loaded into Kashflow, these are under 3 different sales codes to allow us to give different prices to trade, retail etc. The new products and existing product price changes are updated using a custom...

Created 18 Jan 10:01am by Paul Stewart

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Fix Statement Printing BUGS

When I print a customer statement which needs more than a single page the last table row on the first page has no bottom border. There is no margin at the top of the 2nd page. The only way to fix this is to specify a top margin for the pdf theme ...

Created 4 Jan 04:03pm by Paul Jansen

IRIS KashFlow / Other

1 Acknowledged
1 Vote

Create contact on import data

Please can you add something to the import process. Currently when importing if the Customer or Supplier account is not set up, Kashflow will fail on those lines and not really give you a good way of correcting it such as adding them manually and ...

Created 6 Dec 05:22pm by Dominic Pascal

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Statements are duplicating entries in turn confusing us and customers

We have a couple of customers called us to explain their statement to them. When I looked into it I could see the confusion, as the statement seems to list payments and credits more than once. If you go through it and add then subtract each line i...

Created 17 Nov 02:32pm by lisa bartup

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Save emails sent via KF fprf later referencing back

At the moment we send invoices, or statements etc but there is no record other than a line in the notes saying "email sent". When customers come back and say you didn't send that or similar, we can reference back to tell them exactly what was said...

Created 17 Nov 02:25pm by lisa bartup

IRIS KashFlow / Other

0 Acknowledged
1 Vote

password protecting invoices

with the GDPR it would be useful to be able to password protect invoices within Kashflow as currently i have to download the invoice, then re-save with a password and then upload into the invoice email. This takes a lot of extra time.

Created 15 Oct 07:30am by Guest

IRIS KashFlow / Invoicing & Quotes / Other

0 Acknowledged
1 Vote

intergrated epos or third party epos intergration to allow instant sales and stock info updates

small shops or businesses with a shop/café facility have to manually adjust stock levels and input sales within the kashflow system. If at the till when an item was scanned and sold, it entered the sale in kashflow and reduced the stock levels acc...

Created 1 Oct 12:38pm by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

We have an item Age Group in our custom customer field settings. Is there a report to search for an age group ie: U09 or U15?

We are a football academy and each year we have to change all our members age group from say U11 and move them all up to U12. At present there is no way of downloading a report of their age group, so we have to trawl through each player. some of w...

Created 3 Aug 08:08pm by Guest

IRIS KashFlow / Other

0 Acknowledged