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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...
Guest over 7 years ago in IRIS KashFlow / Bank 2 Acknowledged

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...
Guest about 5 years ago in IRIS KashFlow / Customers 0 New

Single entry on supplier/customer account for payments/receipts

Please can the customer/supplier amounts just show the amount from the bank statement in the account, with the ability to drill down as every other book-keeping package does. It is frustrating when looking for a payment or receipt on an account to...
Guest over 2 years ago in IRIS KashFlow / Other 0 New

Client Dashboard Customization

Would like to customise the dashboard with more relevant information. ie open VAT period
Guest about 5 years ago in IRIS KashFlow Connect / Reporting 1 New

Customer Transactions EXCLUDING VAT

Ability to view/export to csv Customer Transactions EXCLUDING VAT.
George Ross about 5 years ago in IRIS KashFlow / Customers 0 New

Unreconciled Transactions Report Export to CSV

Add button to "Export to CSV" for Unreconciled Transactions Report.Possibly a formatted print button too.
George Ross about 5 years ago in IRIS KashFlow / Reports 1 New

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...
Guest almost 8 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

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...
Neil McD about 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

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...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

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 ...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged