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3 Vote

SETTING TRANSACTION DATES IN SALES AND PURCHASE ACCOUNTS

In the new version of Kashflow, the date in customer and supplier accounts defaults back to 01/01/2024 meaning no previous transactions can be seen. Not helpful when we're only on 04/01/2024! It would be helpful if I could set the default date mys...

Created 04 Jan 10:03 by Guest

IRIS KashFlow / Customers

0 Acknowledged
24 Vote

Paypal Importer - Link Sales to Stock/Products

When importing sales transactions using Paypal importer it is impossible to tell what stock product to associate this transaction with. eBay item title alone doesn't help identify unique products when importing Paypal transactions. When dealing in...

Created 10 Jan 09:16 by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged
24 Vote

Integrate with Expensify

its great to sort receipts and would be a credit to Kashflow

Created 10 Jan 09:16 by Guest

IRIS KashFlow / Uncategorised

3 Acknowledged
23 Vote

Due Date on Aged Creditors/Debtors Reports

I was wondering if it would be possible for the Aged Creditors and Aged Debtors reports to include the 'payment due date' information when exported to CSV? At the moment the reports only include the date of the invoice.

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

4 Acknowledged
23 Vote

Additional information on statement

I would like to see an option where additional information can be added to the statement template, such company bank details and other company information. Similar to the invoice PDF theme templates option where additional text can be entere (in M...

Created 10 Jan 09:17 by Guest

IRIS KashFlow / Uncategorised

3 Acknowledged
20 Vote

Notes - Ability to edit notes

Notes - Add a note to contact.Once you add a note to contacts it cannot be edited the only option is to create a new one each time. I think this function should already have been available, not sure why it isn't. Can we please have "Edit Notes" pl...

Created 10 Jan 09:18 by Guest

IRIS KashFlow / Customers / Suppliers

5 Acknowledged
20 Vote

Show VAT inclusive amount on sold item on printed invoices (per line).

Before printing you can see item price, vat amount and total inclusive of VAT but when you print it for a customer they only see the ex VAT amount for each item. This is not good when using the invoices as sales invoices in a retail envronment.

Created 10 Jan 09:17 by Guest

IRIS KashFlow / Invoicing & Quotes

6 Acknowledged
2 Vote

VAT Return - Marking a return as paid Function Improvement

When marking a VAT return as "Paid", Kashflow should prompt to create a bank transaction like the process in "Sales Invoices" and "Purchase Invoices". The comment field should make reference to the VAT period. This removes the requirement to creat...

Created 29 Feb 10:37 by Anonymous

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Add PURCHASE ORDER field to email templates

I can pull over #INVNUM# to bring over the invoice number, please can you add #INVPO# to bring over the text from the Purchase Order field so I can include it in the SUBJECT LINE of the email. This would be super handy and stop me having to do it ...

Created 09 Feb 13:11 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
9 Vote

Commercial invoice

there are various items we need to add into kashflow invoices such as commodity code and country of origin for example there is no where to add this on kashflow invoices and it is essential information required for export etc I have noticed other ...

Created 21 Jan 12:52 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged