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2 Vote

Bank transactions filter

Please can you introduce a filter for bank transactions. It's a laborious task when you have to edit multiple transactions of a similar nature spread across multiple dates, a simple filter on the comment would be a great start. It would also be hu...

Created 11 Aug 11:33 by Ryan T

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

SMTP configuration - Allow email to be saved in IMAP Sent folder

Not all mail servers automatically save sent mail. Gmail does, but many don't. Hence if SMTP configuration is switched on, outgoing mail is not saved in sent mail. This is an issue as we want outgoing mail, e.g., invoices, saved. The solution is f...

Created 04 Aug 15:57 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Purchase Orders in Projects

If there was a Purchase Order field in the Project page which dragged across to the global project report it would save me a lot of time doing VLOOKUP function searches and cross referencing for monthly reports. It could also automatically populat...

Created 04 Aug 14:14 by Jonny Shire

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Bug: Stripe Payments. Invoices being sent using the wrong currency.

Stripe has two currencies: Invoice currency - As presented to the customer. Bank currency - Payment made to your bank account. They are independent of each other. Conversion is made within Stripe. The bank currency is set in the Stripe dashboard.K...

Created 18 Mar 14:43 by Stuart

IRIS KashFlow / Payments

0 New
1 Vote

Fix misleading/incomplete Knowledge Base article

When using a card processor, payments to your bank account are batched and/or with fees removed. (I'm using Stripe - other providers may differ) When a customer pays a Kashflow invoice using the link to your card processor, that payment then gets ...

Created 18 Mar 14:16 by Stuart

IRIS KashFlow / Payments

0 New
1 Vote

Overdue Invoice report in excel format

Please can you add the option to download the overdue customer report in excel format - it is not practical to print off numerous copies each and every time I need this report

Created 18 Mar 13:18 by Audra Ratcliff

IRIS KashFlow / Reports

0 New
1 Vote

Kashflow Needs to be Browser Agnostic

I have used old Kashflow for many years on my Firefox browser. I have recently upgraded to new Kashflow, which worked for 2 days. I now only get a blank screen. Having contacted support the response was, that Kashflow is only supported on Chrome. ...

Created 18 Mar 12:17 by Guest

IRIS KashFlow / Other

0 New
1 Vote

Purchase Orders to include items for multiple projects

Don't restrict purchase orders being allocated to one project. Allow purchase order line items to be allocated to multiple project numbers.

Created 17 Mar 13:34 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Customer Report

Report to give the option to include ALL additional email contacts on customer accounts and not just the primary contact.

Created 17 Mar 12:33 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Can paid date be added to the project P&L reports along wiht the existing invoice date

Is it possible to amend the data fields shown on the project P&L. Currently it shows, Date, Reference, Narrative, Debit, Credit. It would be really helpful to have paid date also shown so I don't have to drill into each invoice to see it.

Created 15 Mar 14:06 by Guest

IRIS KashFlow / Reports

0 New