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IRIS KashFlow

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Gocardless integration for non VAT registered businesses

Currently Gocardless net fees is noted as bank charges and the VAT element is reclaimed. This should not be the case when the business is non VAT registered.
Guest almost 4 years ago in IRIS KashFlow / Suppliers 0 New

SMTP Information & Alerts

Emails I was sending out via Kashflow own smtp service were either being rejected or classified as spam as they were originating from a different source to my registered domain. To get around this i use a third party smtp service authorised to my ...
Andy Harrold almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Bank Feeds - Show actual invoice/purchase dates as well as due dates when matching

No description provided
Guest over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

VAT Date different to Invoice Issued Date

We frequently for VAT purposes (customers on a self-billing agreement for example) have to change the Invoice date once a customer has paid. This has a severe impact on our P&L reports and we can never rely on their accuracy. I think it would ...
Louise Saunders almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Change to dropbox integration

Any individual entity with more than one Kashflow account. will benefit from this. Currently Kashflow creates a dropbox folder Apps>kashflow. If you have 2 or more kashflow accounts all files will still be stored in the one folder and therefore...
Alan Moore over 7 years ago in IRIS KashFlow / Partner Apps 1

Add the image 'paid' to paid purchases.

As presently with paid Sales invoices.
Guest almost 4 years ago in IRIS KashFlow / Purchases 0 New

add the option to delete multiple note's (i.e statements sent) as I would like to remove older ones

Would it be possible to add the option to delete multiple note's (i.e statements sent) as I would like to remove older ones? as once paid, I no longer need to keep them going back to 2018 or older and deleting one at a time take too long, I would ...
Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

Produce a packing slip from Quote

In order to create a packing slip, a quote must first be converted into an invoice. This instantly gets added to our creditors list which would be fine if we were a retail outlet, however, we use the packing slip as a substitute for a job sheet an...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Total value of quotes under catagories/flags

It would be usefull to see the total value of quotes sent or pending a customer decision and total value of quotes won or lost etc. In other words you would be able to see the total value of quotes under a specific category/flag so that you can tr...
Guest over 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Reports to view revenue by Account Manager

In a lot of businesses Account Managers are paid bonuses for how much revenue they bring into the company. There is a field in KashFlow that allows us to add the Account Manager to the client account but this doesn't allow us to run a report that ...
Guest over 7 years ago in IRIS KashFlow / Reports 1 Acknowledged