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Keep unmatched transactions from bank CSVs after a new one is imported

I want to be able to regularly import my bank statements and match up invoice payments but leave most of the other transactions for my bookkeeper to deal with far less frequently. At the moment this isn't possible because it loses the previously u...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Eway online payment gateway

Provide Eway as a payment option when sending invoices to customers with a link that takes customer to Eway payment gateway to pay by card
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Gocardless Integration Options

It would be great if there was a little more control over the GoCardless API integration. Currently when a payment is taken from Kashflow an email gets sent to them from GoCardless which does not provide an adequate description of that particular ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Add/change names of quote categories

It would be great to add 'Invoiced' to the list of quote categories so that we can distinguish what's been invoiced from what's still going through. We like to keep quotes we've created so we can refer back to them when quoting for new work (often...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

add sales codes together in report so i can see total sales of a product sold at different prices

We sell the same product at different prices to customers, retailers and distributors so we have three sales codes for the same product. I want to add together the sales codes (for the same product at different prices) in reports. That way we coul...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

HELP!

I have used your system for over five years and think its great. However, I really need some help in the form of a simple 'notes' box on the sales type pages. It doesn't need to be anything fancy, just somewhere I can record notes about the produc...
Dave Harrell about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Updating Delivery address updates invoice details

If you need to update the delivery address after an invoice has been generated it is currently not possible. Updates to delivery address in the customer record are not reflected in current invoice (whereas updates to the billing address are). Even...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Integrate Kashflow with Taxamo

It would be great if Kashflow integrated with Taxamo. This would allow companies to use Kashflow with their online business and add the correct VAT to every order.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Please, please please add an intergration to infusionsoft crm through connect my apps as soon as you possibly can.

Infusionsoft is such a brilliant crm/ marketing tool but intergration with Kashflow would just make my life so much easier
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

post dated purchase payments to show in Dashboard

we put in salaries in kashflow and post date the payments via the bank so the salaries arrive in the staff accounts on the correct date. it would be nice to be able to see the "post dated" payments in the main financial overview dashboard as an ad...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged