Help us improve

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
2 Vote

Unassigned Departments Report

To retrieve information which shows me a list of all items not assigned to a department

Created 18 Jul 07:33 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Date range to be the same from Profit and loss report to the nominal code breakdown

When entering the date range for the profit and loss or balance sheet report and then looking at the different nominal codes ie: sales, the date range changes. It would be of great help if it could copy the date range across.

Created 17 Jul 12:42 by Emma Ransom

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Contra entries

I had a contra entry to make where client had reduced supplier payment by amount owed to them on sales ledger. The method told me by support was to create a dummy bank account and post both sides to this, it seems a bit clumsy, what is needed is t...

Created 17 Jul 10:09 by Guest

IRIS KashFlow Connect / Other

3 Acknowledged
2 Vote

Payment allocation

Many clients do not like the direct bank feed and we import the bank via csv. Where several invoices are cleared by a single payment or receipt the matching of this is laborious. I either have to go through invoices one at a time and apply a credi...

Created 17 Jul 09:55 by Guest

IRIS KashFlow Connect / Other

0
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
2 Vote

Include interest that could be charged on overdue invoices invoices

It was a really useful function on the old kashflow

Created 14 Jul 09:21 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged