Help us improve

1 Vote

Streamline add bank transaction

New add bank transaction is slower and less intuitive than the old version. Boxes don't highlight when tabbing in and search function is not intuitive you should be able to search and then press enter to select, also default VAT setting would be u...

Created 13 Sep 10:49 by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Traffic light system for customers and their payment behaviour

Green for customers that regularly pay on time. Amber for occasional late payers. Red for prolific late payers. This would help a lot with identifying customers who we need to chase for payment or move to proforma.

Created 25 Jul 07:39 by Guest

IRIS KashFlow / Payments

0 New
57 Vote

PayPal Importer - Individual Line Items & Quantities

As you're aware, when transactions are imported from PayPal to KashFlow, they all show up as one item on transaction or Multiple items as one item. Would there be any fixes for this so the quantity ordered tallies with the quantity imported into Kf?

Created 10 Jan 09:14 by Guest

IRIS KashFlow / Uncategorised

6 Acknowledged
56 Vote

Produce Customer Statements for different currencies, e.g. Euros

We have customers that request for their statements to be sent in there home currency.

Created 10 Jan 09:15 by Guest

IRIS KashFlow / Invoicing & Quotes

13 Part Released
55 Vote

Handle Stripe Fees Automatically

Stripe Fees to be handles automatically as is the case for GoCardless to minimise manual effort required and make bank reconciliation easier

Created 10 Jan 09:14 by Paul Jansen

IRIS KashFlow / Uncategorised

10
1 Vote

Client opt out facility on auto credit control

With auto credit control emails, rather than opting out certain individual invoices month after month, it would be beneficial if we could opt out certain clients who pay us by direct debit. Because their payments are collected at various points th...

Created 11 Sep 11:23 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Paypal Imports - Assign payments

At the moment, when importing PayPal transactions you can create new invoices or assign payments received to existing invoices. However, when dealing with payments made by PayPal you can ONLY create new purchase invoices. You need to be able to as...

Created 10 Sep 06:11 by Rich Mellor

IRIS KashFlow / Purchases

0 New
8 Vote

Display ALL unpaid invoices not just from last 90 days

Please default invoices list to ALL. The new layout on debtors filters on last 90 days so when looking at overdue debtors I am only seeing part of the list (we don't all work from the aged debtors list to chase customers). PLease default to last 3...

Created 23 Aug 13:42 by Christina Spencer

IRIS KashFlow / Invoicing & Quotes

0 New
52 Vote

Barcode Reader Integration

Can the system be adjusted to have a bar code reader, for 2 purposes, 1) for inputting stock when it comes in, for purchase invoice and 2) for creating a customer invoice quicker.This will speed up the process of stock coming in and customer sales...

Created 10 Jan 09:14 by Guest

IRIS KashFlow / Partner Apps

7 Acknowledged
4 Vote

Add job 'Date' column to invoice

To be able to add a job 'date' column before the decription column on an invoice.I am a photographer invoicing monthly for jobs done on various dates throughout that month, so it would be useful to be able to add the date of each job undertaken be...

Created 27 Mar 19:23 by Bob Greaves

IRIS KashFlow / Invoicing & Quotes

0 New