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6 Vote

A selection of which bank account to import to when importing Bank Transactions. All other major competitors of kashflow doe this.

A selection of which bank account to import to when importing Bank Transactions. All other major competitors of kashflow doe this.

Created 10 Jan 09:20 by Anonymous

IRIS KashFlow / Uncategorised

3 Acknowledged
6 Vote

ability to add PaymentMethod when applying and AdvancePayment to an Invoice through the API

In the KashFlow API, an AdvancePayment does not have a property for PaymentMethod. An InvoicePayment does. When an AdvancePayment is applied to an Invoice, no option is provided to add a PaymentMethod and a default option is chosen. Once an Invoic...

Created 10 Jan 09:20 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
6 Vote

Online payment page card selection and automatic payment fee

Can you add a feature to disable the option to select Amex cards, Diners cards, JBC cards on the online payment page. When my clients are sent the pdf with the online payment button they are redirected to the online payment page but this has all t...

Created 10 Jan 09:20 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
6 Vote

The option to input individual product weight with overall total weight calculation displayed on packing slips for transport purposes.

We are an events company who hire out equipment and in order to not overload our vans we need to calculate how much equipment is being loaded. So, when we are putting a quote together for an event it would be useful to have individual product weig...

Created 10 Jan 09:20 by Guest

IRIS KashFlow / Uncategorised

3 Acknowledged
6 Vote

Calculating profit on a quote

When creating a quote the system knows the wholesale price and sale price, why can it not tell me how much profit the quote will generate?

Created 10 Jan 09:20 by Guest

IRIS KashFlow / Uncategorised

1 Will not implement
1 Vote

Comment on customer statements

It would be really useful if a free text box could be added to statements so you add comments to explain anomalies on statements. I just had one where they double paid an earlier invoice, I wanted to explain what had happened - I had to work out w...

Created 04 Aug 14:59 by Guest

IRIS KashFlow Connect / Reporting

0 New
2 Vote

Purchase Invoice: Give the option in settings to change the name of the document to "Purchase Order".

I would prefer just to have one category for Purchases not two i.e. Purchase Orders and Purchase Invoices. We prefer just using Purchase Invoice (category) but would like the option to rename the document Purchase Order

Created 11 Apr 10:55 by James

IRIS KashFlow / Purchases

0 New
2 Vote

Product drop-down

You previously allowed the drop-down on the 'Product' sector to view all the options for the respective 'Purchase/Sales code'. It is very annoying having to go to 'Settings' and 'Sales Codes/Purchase Codes' every time one cannot remember the chara...

Created 06 Apr 10:01 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Punctuation demarcation

We were wondering if there is going to be a fix for the punctuation demarcation that is now required when sending invoices to repeat customers where we have more than one email address i.e. ukaccounts.payable@xxx.com , jo.bloggs@xxx.com Previously...

Created 01 Aug 08:33 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Display Billing Country of Invoice

I want to generate a report for a time periof (eg JAn 2023) for all sales code. The report should show me info like the income by sales code report but the figures should be WITHOUT vat, as vat is not part of a sale, it is a tax.

Created 31 Jul 08:50 by Guest

IRIS KashFlow / Reports

0 New