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1 Vote

Accept worldpay payments in multiple currencies depending on the invoice currency

Depending on an individual account WorldPay can support multiple currencies to accept payments in, and so does KashFlow. Being able to recognize the invoice currency and match it against a WorldPay currency would enable invoices to be paid through...

Created 18 Aug 10:54 by Guest

IRIS KashFlow / Payments

0 New
2 Vote

Global Report Download

The download to CSV need to include the two dates fields - Project Dates are a important factor of projects.

Created 10 May 10:52 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Alphabetical order when you do a bank reconciliation

I have payments that I receive on the first of the month and I feel it would make reconciliation easier if you could sort the items by Amount, Type, Payee or Comment.

Created 09 May 10:52 by Deb Shaw

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Main Contact for customers

When invoices are created, the main contact is included in the invoice address. If the main contact is changed for a client, the contact for all previous invoices is changed (so that when an old invoice is printed, the new main contact appears, ra...

Created 17 Aug 16:39 by Guest

IRIS KashFlow / Customers

0 New
2 Vote

Supplier Discounts

When entering products and purchase codes it would be helpful to have an option to set the price, the VAT and the supplier discount - currently I have to get the calculator out and work out some prices due to the multi-point decimal price due to s...

Created 03 May 12:54 by Ben

IRIS KashFlow / Purchases

0 Acknowledged
2 Vote

Search Box issue

Issue: Search box does not look up all data equally - after a recent support query #300676 I was advised that "The search bar in the top left only searches for invoice numbers or customer references" - This is not true. Example: I type in "FISH...

Created 03 May 12:35 by Ben

IRIS KashFlow / Dashboard

1 Acknowledged
2 Vote

LIST OF QUOTES ISSUED TO BE DOWNLOADABLE INTO EXCEL

It would be useful to be able to download the list of quotes issued into n excel spreadsheet so that staff without excel access are able to follow them up. Preferably to include customer name,address, contact phone/email which are not shown on pre...

Created 03 May 09:33 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Send a Receipt

There is no way to manually send a receipt without generating an invoice first and adding payment but it is still called an invoice which will cause confusion to some of my customers. Can receipts be added to the manual options we have?

Created 03 May 06:57 by Myke Snuggs

IRIS KashFlow

2 Acknowledged
2 Vote

Automate process of association of transaction to existing invoice or repeat invoice

Having recently signed up to Kashflow, I am gobsmacked that this is not an inherent feature. Simply looking for the ability within matching rules to associate a transaction to an invoice/repeat invoice, without having to manually do each time. So ...

Created 02 May 12:39 by Guest

IRIS KashFlow / Bank

1
2 Vote

Letters Facilities

It could be very useful to have letter sending facilities directly from KashFlow that are not financial related.

Created 01 May 09:16 by Guest

IRIS KashFlow / Other

0 Acknowledged