IRIS KashFlow | Help us improve

3 Vote

Profit and loss and balance sheet reports to show last years figures also

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Created 17 Jul 12:43 by Emma Ransom

IRIS KashFlow / Reports

0 Acknowledged

3 Vote

You support for items sent from kashflow by email could be greatly improved.

It is not possible to view invoices or statements sent from kashflow as emails. Other than knowing that something has been sent you cannot check it afterwards. The should be a separate table showing all emails sent which allows you to view /open t...

Created 16 Jul 13:27 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged

2 Vote

Multiple invoices are sent to customers and we would like to automate the credit control but don't want customers to get an email for every individual invoice, can it be linked to a statement instead?

We send out invoices through out the month and a lot of our customers pay upon receipt of a statement at the end of the month. It would be good if we could have automatic credit control on both statements and/or invoices that could be personalised...

Created 19 Dec 11:28 by Guest

IRIS KashFlow / Customers

0 New

3 Vote

Facility to Download all Product data from Kashflow, edit and update in Excel and then Upload to Kashflow.

Ideally, I would like the facility to download all my product data listed in sales codes, from Kashflow to Excel, edit and update in Excel, then upload back into Kashflow. This would save hours when product updates are necessary. Currently, I hav...

Created 12 Dec 11:40 by Neil McD

IRIS KashFlow / Invoicing & Quotes

1 New

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Profit and loss and balance sheet reports to show last years figures also

You support for items sent from kashflow by email could be greatly improved.

Multiple invoices are sent to customers and we would like to automate the credit control but don't want customers to get an email for every individual invoice, can it be linked to a statement instead?

Allocation of Receipts to Bulk Sales Invoices

Bank import matching screen to just show amount still outstanding

Add details to a transaction created via bank feeds

Customer Transactions EXCLUDING VAT

Unreconciled Transactions Report Export to CSV

Customer 'Average Time to Pay' report

Facility to Download all Product data from Kashflow, edit and update in Excel and then Upload to Kashflow.

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Profit and loss and balance sheet reports to show last years figures also

You support for items sent from kashflow by email could be greatly improved.

Multiple invoices are sent to customers and we would like to automate the credit control but don't want customers to get an email for every individual invoice, can it be linked to a statement instead?

Allocation of Receipts to Bulk Sales Invoices

Bank import matching screen to just show amount still outstanding

Add details to a transaction created via bank feeds

Customer Transactions EXCLUDING VAT

Unreconciled Transactions Report Export to CSV

Customer 'Average Time to Pay' report

Facility to Download all Product data from Kashflow, edit and update in Excel and then Upload to Kashflow.