Help us improve

1 Vote

Bank feed rule for supplier payments on account

It would be good to be able to set-up a bank feed rule for purchase ledger payments on account. I have tried to do this by creating a rule for a 'transaction' and coding to 'creditors control account' but then there is no option to select the supp...

Created 13 May 11:20 by Guest

IRIS KashFlow / Payments

0 New
2 Vote

We wish to match several transactions to one nominal code so we don't have to match many transactions individually?

In the matching (Import) screen, we wish to match several transactions to one nominal code so we don't have to match many transactions individually?

Created 18 Nov 16:55 by Guest

IRIS KashFlow / Bank

0 Acknowledged
3 Vote

New bank feed matching rules causing annoyance

Hi, a recent "enhancement" to the matching process has been to extend the options for searching for an unpaid invoice, which now includes Overdue (part paid) Overdue etc, where as before the option was just "unpaid". At the point of matching, clie...

Created 24 May 11:22 by Guest

IRIS KashFlow / Bank

2 Acknowledged
2 Vote

All reports to be PDF

When printing off the ban unreconciled report through reports, it doesn't print off all the pages. It just prints what you see on the screen. You shouldn't have to spend time print screening what you see to Word and printing, all reports should be...

Created 14 Nov 10:58 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Produce P&L reports without client names.

A P&L report has many uses e.g. send to prospective buyers, proof of income for lending etc. I would like to have a report that does not include our client names. On many occassions I would like this to be kept confidential.

Created 05 May 13:04 by Guest

IRIS KashFlow / Reports

0 New
3 Vote

auto create purchase invoices and upload PDF

Hi Support, It would be great if you provided a service where you provide that we could set up an email address to get our suppliers to send they invoices to for example invoices@example.co.uk and kashflow would automatically create a purchase in...

Created 10 May 15:13 by Guest

IRIS KashFlow / Partner Apps

0 Acknowledged
3 Vote

Export data - Download all invoices

We need a function to download all invoices. The only way to do it currently is to download customer by customer. We have 1500 customers and doing this would be immensely time consuming. We joined Kashflow when it first started and the big selling...

Created 08 May 21:17 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
3 Vote

Goods Shipped Date

We also require an order shipped date. We may have orders placed over the weekend. These are then downloaded on Monday and are shipped on Tuesday. We require a Ship Date on the invoice so that the customer can see the time period for dispatch and ...

Created 07 May 13:12 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
3 Vote

Improved client and supplier search when entering invoices/purchases

Currently, when entering invoices, the 'customer' field allows you to start entering the customer name.... and as you do, it presents the customer names meeting what you have entered. The problem with the current search is it is not able to find c...

Created 21 Apr 12:48 by Peter

IRIS KashFlow / Customers

2 Already exists
3 Vote

Get rid of "Due Dates" (especially on purchases)

None of my clients use nor pay any attention to Due Dates, either for customers or suppliers. Completing the Due Date box is therefore an unnecessary additional step in entering invoices, especially as it usually populates it with some random date...

Created 21 Apr 09:24 by Stephen Barker

IRIS KashFlow / Purchases

2 Acknowledged