Help us improve

1 Vote

auto emails must show the company name

I have 20 clients on kashflow and occasionaly I get an auto email that alerts me to something and it tells me to log in to kashflow.......but it does NOT tell me which company to log in to. Then I have to seach every company to try and find out wh...

Created 04 Nov 12:52 by Guest

IRIS KashFlow / Reports

0 New
2 Vote

only the DELIVERY ADDRESS to appear on all other documents

We basically want the BILLING & DELIVERY ADDRESS to appear on Invoices and only the DELIVERY ADDRESS to appear on all other documents

Created 08 Oct 15:10 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Logging mileage and paying the expense to employee/director

I notice you have now added the mileage feature for Ltd companies - Great. I understand how to log the mileage but how does Kashflow account for paying the expense to the employee? Currently we have an expense account for out of pocket expenses wh...

Created 05 Oct 13:10 by Gary McDonald

IRIS KashFlow / Bank

3 Acknowledged
2 Vote

Email addresses for non primary contacts are not searchable

Email addresses for non primary contacts are not searchable - i.e. the search comes back with no results many thanks

Created 02 Oct 11:11 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Customer Bulk Update Facility

Having imported around 400 customers onto Kashflow, I then created a new default PDF for invoices and changed the HTML code (to include delivery address) and in addition changed the default payment terms from 28 days to 30 days as a system wide se...

Created 28 Oct 11:43 by Guest

IRIS KashFlow / Customers

0 New
2 Vote

Company Name to appear on all reports

Company name should appear on all reports, in a busy office where we are all using Kashflow, reports can get mixed up

Created 27 Sep 14:01 by Gina MacGregor

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

invoices read through email

Hi Xero has added a function that all incoming emailed invoices can be read via the software either on pdf or otherwise and will be inputted automatically as they come in and also you have a check list to confirm each one . Also they have a daily ...

Created 27 Sep 12:29 by Guest

IRIS KashFlow / Purchases

1 Acknowledged
2 Vote

Custom fields in bank rec

Currently there is no way of inserting a bank rec in a gap between old bank recs as the start dates of reconciliations are set to the end of the previous one only. This is an issue because it creates an ongoing problem in the figures such as subse...

Created 26 Sep 13:14 by Guest

IRIS KashFlow / Bank

1 Acknowledged
2 Vote

Add Project codes to the data csv export for sales and purchase invoices

Presently I have diligently being inputting Sales and Purchase invoices into Kashflow but now wish to transfer that data elsewhere only to find that it is impossible to do so.

Created 26 Sep 12:33 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Add dynamic date fields to line item descriptions

When creating recurring invoices it isn't possible to dynamically add info like 'month' to the service line item. E.g. Management fee - Nov 2021. This would allow recurring invoices to contain more relevant data when being sent. Currently the syst...

Created 27 Oct 16:20 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New