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1 Vote

Customer profile page

When looking at a Customer’s profile summary page, can a column be shown for a description of the invoice?

Created 26 Oct 22:09 by Damian McCann

IRIS KashFlow / Customers

0 New
1 Vote

Transaction Filter

In the transaction view (on any account) should be able to filter each of the headers... Date | Code | Comment | Business Unit | In | Out We have a vast number of transactions... a simple filter would make life so much easier and quicker.

Created 25 Oct 09:47 by George Ross

IRIS KashFlow / Bank

0 New
1 Vote

Export Payments

Require ability to export (.csv); Customer Code, Payment Date, Payment Value as a report.If I can filter this by nominal code even better. Essentially the ability to export customer payments so I can reconcile them in a separate system.

Created 16 Oct 06:18 by George Ross

IRIS KashFlow / Payments

3 New
1 Vote

Hi, Just an observation - it would be really helpful if the supplier batch payment total would come in the search facility. Currently you have to go to the supplier, search the statement and then go into an individual and click edit to find the amount when doing a bank reconciliation. Unless there is an easier way?

This would be quicker to reconcile your vat quarterly accounts

Created 14 Oct 16:26 by Guest

IRIS KashFlow / Other

0 New
1 Vote

Incorporate an up/down arrow when scrolling in the client's bank account

Is there anyway you can incorporate an up/down arrow when scrolling up and down in the client's bank account? It is difficult to be precise at times, especially when there are loads of transactions.

Created 14 Oct 10:44 by L Barker

IRIS KashFlow / Bank

0 New
1 Vote

Presentation of P&L

The purchases in individual project P&L to be presented according to account code instead of in alphabatical order

Created 11 Oct 13:22 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Company switching to be Optional to any role (or user)

We use the roles within Kashflow very effectively. would be useful for our "sales" or "basic" users to have the switching functionality multiple logins is confusing and time consuming for these individuals.

Created 09 Oct 16:04 by Stephen Elliott

IRIS KashFlow / Uncategorised

0 New
1 Vote

Another subtotal showing VATable amount only

We have a customer who wants us to be able to invoice her with VATable amount showing as a subtotal on her invoice as well as the NET amount . Some of the items we sell are non - VATable e.g. comic books and when she enters invoices on to her acco...

Created 09 Oct 14:18 by Andrea

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Monitor individual transactions from Stripe

We only get a weekly report from Stripe and it's difficult to see who has paid and for how much. We can monitor individual transactions from PayPal through Kashflow it would be very helpful if similar function was available for Stripe/credit card ...

Created 08 Oct 09:37 by Guest

IRIS KashFlow / Partner Apps

0 New
1 Vote

Add an API that can link Kashflow with Bitrix24

Hi, I have been using Kasflow since 2007 ( I think) and have found it practical. One thing I'm missing is to integrate KF with any sort of good CRM system. So I recently joined Bitrix24 which is suitable for my business. I want to suggest that KF ...

Created 07 Oct 11:55 by Guest

IRIS KashFlow / Partner Apps

0 New