Help us improve

2 Vote

Have a setting for 'Direct Debit' payments

Currently I have to choose 'Other' every time I make a payment by Direct Debit and then have to type in 'Direct Debit - it adds to the time of inputting and puts me off recommending Kashflow to anyone as I am sure there are software packages out t...

Created 16 Dec 05:54 by Guest

IRIS KashFlow / Payments

0 Already exists
2 Vote

Additional Column headings

It would be very useful to add additional column headings in the invoice template. Currently all you have is Qty, Description, Rate and total. I need to add further details like product names or codes to be included on the invoice.

Created 12 Dec 12:29 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Add a program date for all entries

Is there a way to set the program date in Kashflow? For example today is 3rd June 2021, but my month end entries need to be set to latest 31st May 2021. It means I have to manually change the date back a month and then to 31st for EVERY transactio...

Created 03 Jun 12:20 by Guest

IRIS KashFlow / Uncategorised

0 New
2 Vote

Improve Handling of Accented Characters

Whilst the Kashflow PayPal App seems to handle importing customers names with accented characters and correctly creates an invoice with address details of say: "Pedro Jesús de Benito " in the customer details view, I see Pedro Jesús de Be...

Created 03 Dec 11:36 by Rich Mellor

IRIS KashFlow / Customers

2 Will not implement
2 Vote

Duplicate imports

When importing sales invoices from clients system, if an invoice number is duplicated the system just renumbers, this is not useful, it needs a flag to say there are duplicates, or a report at the end to say the following have been renumbered by t...

Created 30 Nov 10:43 by Guest

IRIS KashFlow / Other

1 Will not implement
2 Vote

Automatically changed quotes to expired when expiry date is reached

It would be really helpful, rather than having to manually change their status, also if it could alert you to when it is due to expire for example a couple of days before - this would help managing client quotes and altering when to follow up or c...

Created 29 Nov 13:52 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

To have the function to send multiple copy invoices on one email

This would be helpful when a customer requests multiple copy invoices and they can be sent altogether.

Created 28 Nov 11:39 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Statement Formatting

Can we have the ability to orientate the page of A4 to landscape as the template doesn't fit normal.

Created 26 Nov 17:17 by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

PayPal App Improvements

You have two methods of importing PayPal records. Yodlee (which is the method which appears on the Bank screen for the PayPal account) and the Kashflow PayPal App. If you enable the Kashflow PayPal App, whilst it can be accessed via the Dashboard ...

Created 26 Nov 16:28 by Rich Mellor

IRIS KashFlow / Partner Apps

1 Acknowledged
2 Vote

Bank indexing issue

The indexing issue is when the transaction imported from your bank into the bank in cashflow and they have transactions on the same date ie 01/11/2017. They can be in any random order not the same as the bank statement. Presume this is because the...

Created 26 Nov 10:15 by Guest

IRIS KashFlow / Bank

0 Acknowledged