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1 Vote

There is a conflict with on line and direct debot

There is a conflict with online payments and customers set up as direct debit payment customers.currently the online payments button if set up applies to all accounts.clearly this would be a conflict for those who pay by direct debit i would like ...

Created 10 Jan 09:31am by Guest

IRIS KashFlow / Payments

1 Already exists
2 Vote

activity report for specific customer

I know you can export a list of all invoices that you have issued using Kashflow via Reports > General Reports > Activity Report. But I'm asking my supplier to send me this list for my company ONLY as I wish to then import these details as m...

Created 10 Jan 09:31am by Guest

IRIS KashFlow / Reports

0 Already exists
1 Vote

Bank Feeds > Import: there needs to be an email option or CSV download option for accountants to get explanation for transactions from clien

Bank Feeds > Import: there needs to be an email option or CSV download option for accountants to get explanation for transactions from client.

Created 10 Jan 09:31am by Guest

IRIS KashFlow

1 Already exists
2 Vote

Auto screen refresh when an invoice has been emailed.

When you view an invoice the Notes (1) at the bottom of the screen shows that it has been emailed but when you first email the invoice it is not automatically updated only when you go backinto the screen. Could you do an automatic screen refresh i...

Created 10 Jan 09:31am by Guest

IRIS KashFlow / Uncategorised

1 Already exists
1 Vote

Option to view only unpaid invoices

I would like an option to view only unpaid invoices, in the order of my choice, whether alphabetical, oldest first, etc. At present all invoices are in view and do not appear to be archived after being marked as paid?

Created 10 Jan 09:31am by Guest

IRIS KashFlow / Invoicing & Quotes

2 Already exists
4 Vote

Software remembers frequently used settings

I always want to view unpaid invoices and all of them. But every time I go to the page I have to change the settings as it shows 10 and all invoices as default. If I'm going in and out of the page all day it is a pain. I know that on some pages it...

Created 10 Jan 09:31am by Guest

IRIS KashFlow / Other

2 Already exists
1 Vote

Support for charities to make Gift Aid submissions to HMRC from Kashflow

Ability to easily identify all donations that qualify for Gift Aid, administer associated Gift Aid declarations, and then produce HMRC compliant submissions. As Bank data is imported, applicable transactions are marked for Gift Aid processing.

Created 10 Jan 09:30am by Guest

IRIS KashFlow / Uncategorised

0 Already exists
1 Vote

Reminders of overdue invoices until they are paid

Hello I think it would be really helpful to have reminders of overdue invoices more than once. Ideally until the outstanding invoices have been paid.

Created 10 Jan 09:30am by Guest

IRIS KashFlow / Customers

0 Already exists
1 Vote

reconcile Paypal auto-match

Our paypal account has thousands of transactions per month. Reconciling these accounts takes hours of work.Our suggestion is an auto-match system that can search paypal transactions through its API, and find "best match" transactions for un-reconc...

Created 10 Jan 09:30am by Guest

IRIS KashFlow / Uncategorised

0 Already exists
2 Vote

Customer first line of address on customer list

When clicking on the customers icon which displays the list of customers is there any way of also displaying here the first line of their address to easily be able to identify customers with the same surname.

Created 10 Jan 09:30am by Guest

IRIS KashFlow / Customers

2 Already exists