Help us improve

1 Vote

Control to prevent data import for wrong client

During a busy day I had been working on a number of Kashflow clients When working on company B, I was importing data, by mistake I used the user ID and password for company A Can you believe that rather than getting an error message the data for c...

Created 03 Mar 14:44 by Guest

IRIS KashFlow / Other

0 New
1 Vote

Make it possible to add information to customer statements i.e. bank details

No description provided

Created 03 Mar 11:14 by Guest

IRIS KashFlow / Other

0 New
1 Vote

EUR or USD payments

For some of our customers we prepare EUR or USD invoices. And we receive EUR or USD payments. Sometimes we receive partly payments. But it is not possible to proceed these payments in USD/EUR curreny on Kashflow right now. Also we can record only ...

Created 03 Mar 10:52 by Guest

IRIS KashFlow / Payments

0 New
1 Vote

EUR or USD invoices

For some of our customers we prepare EUR or USD invoices. But it is not possible to get their account statements as EUR or USD. Statements always comes in GBP currenct automatically.

Created 03 Mar 10:49 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Allow ability to remove the product column from purchase template.

Every time I purchase an item I have a product column and a description column, but only want the description. There is no way to remove the Product column which is very irritating when I don't need both.

Created 02 Mar 17:18 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

REST API incremental load

Call down results in smaller portions, based on last updated field so you always get ALL changes. Minimises network traffic and costs on both ends for data movement plus time benefits etc.

Created 02 Mar 14:43 by Guest

IRIS KashFlow / Other

0 New
1 Vote

invoice Filtering

It would be useful if you could filter invoices by month. How many invoices and the values of invoice for the month of February did I send? How many invoices and the values of invoices are due for payment in the month of February? for example

Created 01 Mar 09:45 by Peter Oram

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

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...

Created 02 Jun 13:15 by Alan Moore

IRIS KashFlow / Partner Apps

1
1 Vote

An quote & invoice line-item total including VAT

Customers keep asking me to put line item totals on their quotes when I send them with different options included.

Created 28 Feb 14:49 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

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...

Created 30 May 15:10 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged