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1 Vote

Product codes

When importing a Paypal transaction you can only select a sales code, not a product code. It would save a lot of time if a product code could be added before assigning an invoice or purchase. Also, it would be helpful if you could assign a product...

Created 16 Jul 09:51 by Sally Newcomb

IRIS KashFlow / Uncategorised

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1 Vote

Accepting Payments - Payment Provider Info

Would it be possible to expand the section on the partnered payment providers with extra information on them. I spent over a day chasing the 5 options you have for further information as it is not easily accessible via there websites (other than...

Created 15 Jul 14:11 by Ben

IRIS KashFlow / Partner Apps

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1 Vote

Default Payment Type/Method Per Bank Account/Supplier

Hi Would it be possible to allow us to change settings of the default payment type to the bank account and also for some suppliers. Example: We have a customer 'Till' for our daily take, we receive payment to two different bank accounts in Kas...

Created 15 Jul 13:59 by Ben

IRIS KashFlow / Payments

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1 Vote

Integrate with Eposnow

Please look into an integration with Eposnow - they are one of the UK's leading cloud based epos providers and a simple system that imports end of day banking data would be excellent solution to a very long winded way of having to do things now.

Created 13 Jul 10:38 by Guest

IRIS KashFlow / Partner Apps

1 Acknowledged
1 Vote

Add Projects to the "Sales" user profile

Alison Deverill Jul 10, 14:49 BST I have set up individual users for KashFlow and would like to create an access for our project managers which is Sales but, with access to Projects.Being a small design company - the Project Managers also create...

Created 10 Jul 15:03 by Guest

IRIS KashFlow / Customers

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1 Vote

Reporting - by units

I need to be able to run a report which shows the number of units invoiced under a particular nominal code for a specific date range. I feel this would be useful for all users because it would allow a company such as ours who invoice for hours wor...

Created 05 Jul 09:51 by Guest

IRIS KashFlow / Reports

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1 Vote

Able to type in the email when sending multiple invoices

When choosing all the invoices to be emailed to a customer at the end of the month, it would be useful to be able to enter text in the body of the email before it is sent.

Created 03 Jul 11:24 by Guest

IRIS KashFlow / Customers

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1 Vote

Including number of days on the detailed debtors report

Some factoring companies stipulate that the aged debtors breakdown includes the number of days. If it is too onerous to export to Excel and add a column, a business may choose to move across to another software provider such as Sage or Xero.

Created 03 Jul 10:21 by Guest

IRIS KashFlow / Reports

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1 Vote

Allow Journal Templates to be edited

Journal templates are a useful shorthand for entering multi account entries, a prime example being paying your tax liabilities (Income tax & NI) each month. The problem is the values change from time to time (typically each tax year) meaning y...

Created 03 Jul 06:26 by Guest

IRIS KashFlow / Other

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1 Vote

Filter on Transaction Report

When assigning transactions to either invoices or purchases using a transaction report, it would be extremely useful to filter on the "Code" so that you do not have to scroll through the report to find e.g. every entry with the "Code" of "Subcontr...

Created 29 Jun 16:08 by Guest

IRIS KashFlow / Bank

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