Help us improve

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
2 Vote

Search the banks on the comment and code fields rather than just date

it would be useful if you could search the banks on the comment and code fields rather than just date.

Created 26 Nov 10:13 by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Being able to move the payments around in the bank section

This would make matching bank statements easier to match up with the kashflow bank statements. If you do not put in payments or purchases in the correct order to begin with it becomes very tedious trying to alter them one by one. If we could have ...

Created 21 Nov 11:29 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

CSV IMPORT FOR PRICE INCREASES

I was disappointed to learn that it's not possible to use a CSV file to update prices. I've got 800+ unique stock codes on the system and tried to upload the new prices but couldnt and later found out that the system doesnt allow it. I would imagi...

Created 11 May 12:44 by Dave Harrell

IRIS KashFlow / Uncategorised

0 New
1 Vote

VAT report/download improvement

In the detailed VAT report, KashFlow lists transactions included in each box of the VAT return, from box 1 to 9. Box 1 detail is the output tax detail for sales and Box 6 detail is the net value details for sales. But the order of the detail can b...

Created 10 May 11:37 by Steve Gatter

IRIS KashFlow / Reports

0 New
2 Vote

Facility to assign an individual PDF template to Invoice, Estimate and Statement

We have designed new and different templates for our Invoices, Statements and Quotes (Estimates) - however you are only allowed to have one default PDF which means that everytime you send out one of the above your have to go into Options and chang...

Created 16 Nov 14:05 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

Integration with Microsoft Invoicing App - Office 365 Business Centre

Are there any plans to integrate with the MS Invoicing app now launched as part of the MS Office 365 Business? There is currently integration with PayPal and QBO, but it would be very helpful if this integrated with KashFlow as this product beco...

Created 16 Nov 09:33 by Paul Robertson

IRIS KashFlow / Partner Apps

0 Acknowledged
2 Vote

Show the date that sales invoices are paid on the list of sales invoices

Hi in the list of sales invoices, is there a way that I can show the date that a sales invoice has been paid please? At the moment it shows the date of the invoice and date due and in the status it just shows 'paid' when paid. It would be a help i...

Created 14 Nov 20:38 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

Send a remind letter to cover all customer invoices

You can only send a reminder letter per outstanding invoice. We have some customers with multiple invoices outstanding, it would be good to be able to send a reminder for all outstanding invoices in one go

Created 14 Nov 18:09 by Guest

IRIS KashFlow / Customers

0 Will not implement