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2 Vote

Paying by installments

We have a lot of clients who pay by installments. We require to import the payments from the bank and link them to the correct invoice each time. Every entry from the bank requires to be reconciled. At present we can only allocate 1 payment to eac...

Created 12 Mar 09:00 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

Part paid invoices not appearing when matching bank transactions to invoices

When an invoice is part paid, say £100 paid cash but their is still £50 outstanding, if this £50 is then paid through the bank when you go in to match it to the bank transaction the invoice doesn't appear.

Created 26 Feb 13:51 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Additional template for estimate

Currently we only have 2 templates 1 for quote and 1 for invoice, we currently need to change the quote template to estimate template to send to our customers, this is time consuming for a business. Can we have the option to make more templates.

Created 11 Jan 15:34 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Reports not loading correctly

Generating the Trial Balance or VAT reports has a fault. The reports load in a strange format. Please review the Reports as they look terrible.

Created 25 Feb 15:33 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Activity report (sales) has changed suddenly- need old version please

Activity Report - Sales - as of 21/2/19 has line by line breakdown by type. This creates a very messy and disjointed report. A sale with several line items and different "types" does not appear in the list together as it is grouped by type. We use...

Created 22 Feb 12:43 by Guest

IRIS KashFlow / Reports

0 Already exists
2 Vote

Individual "Aged Creditors"

Is it possible to add an "Aged Creditors" facility, but for individual suppliers, so for quick checking of supplier statements I can just see the total per month of individual suppliers only - it would save waiting for the whole list to download t...

Created 22 Feb 08:39 by Guest

IRIS KashFlow / Suppliers

0 Acknowledged
2 Vote

VAT Column

It would be useful to show the VAT Amount Column when viewing - importing transactions.

Created 19 Feb 17:16 by Guest

IRIS KashFlow / Bank

4 Acknowledged
1 Vote

Anna Money bank feed

Anna Money (https://anna.money/) is missing as a bank feed, this would be very helpful for customers who use Anna as their bank.

Created 06 Jan 11:56 by Guest

IRIS KashFlow / Bank

0 New
2 Vote

To be able to view emails sent through Kashflow

Sometimes when sending emails through Kashflow we send a detailed message we don't always remember to Bcc ourselves in, it would be useful to view these sent messages.

Created 15 Feb 15:05 by Sarah Parrin

IRIS KashFlow / Other

1 Acknowledged
2 Vote

DO NOT LOG OUT automatically

Having worked for hours on quotes previously from time to time even after ticking the do not log out button on sign in I have found that my work is all lost. I propose either an auto save before log out function or a do not log out (Under any circ...

Created 12 Feb 12:57 by Guest

IRIS KashFlow / Other

0 Acknowledged