Help us improve

1 Vote

Uploaded purchase receipt report

I would like a report that shows me which transactions have attachments uploaded for them and which do not. This would help me see which transactions we are missing receipts for. Presumably this is an easy report to add, with a value 1 for uploa...

Created 09 Oct 07:00 by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

Paypal Purchases - Ability to mauanlly change assign to a supplier for Purcashes on Ebay

With all Paypal payment made form a this paypal account , I would like to be able to change assign set payments to a set account IE E(Ebay) on a payment by payment Basis - as ebay payments come from Store names and it creates a new Supplier for ev...

Created 08 Oct 15:52 by Guest

IRIS KashFlow / Payments

0 Acknowledged
1 Vote

Add CSV Importer Tool to Sales User Profile

I have users who I would like to give a unique Sales role to as they only deal with Customers Quotes and Invoices. But all of our invoices are imported using the CSV Importer Tool found in the Settings section of the menu and Sales role users do...

Created 08 Oct 15:04 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Nominal Ledger Favourite report

I run the nominal ledger report to see what is being spent to run the business outside of cost of sales. I find that I am always having to untick the same categories each time I want to run the report. It would be useful if you could save the sele...

Created 07 Oct 15:16 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Unable to activate csv uploads

When trying to activate CSV bank feeds a message appears at the top of the screen "primary contat email is blank or null" . Having checked the primary contact details and seeing it does have a valid email I contacted support on line. They just wan...

Created 07 Oct 10:10 by Guest

IRIS KashFlow / Bank

2 Acknowledged
1 Vote

Paypal import & VAT registered customers

In options for each customer, you can specify "add this VAT number to every new invoice". Unfortunately, if it is the PayPal import which creates the new invoice, that VAT number setting is ignored. This should be added to these automatically crea...

Created 04 Oct 12:26 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Reformat page for Online payment icon on invoices

clientservices Sep 27, 13:34 BST This is an email I sent to my accountants with regards to an issue with payment of Online invoices. Has Kashflow been updated recently? I have just set up a test invoiced and emailed it to myself and opened th...

Created 03 Oct 08:36 by Guest

IRIS KashFlow / Payments

0 Acknowledged
1 Vote

Sort by Unpaid should show the unpaid total

On the old UI if sorting by 'unpaid' it would then show the total of the unpaid amounts on the invoices. It was very useful for a quick overview of the total amount unpaid on all of the invoices. It now just shows the Total of all invoices but als...

Created 01 Oct 07:29 by Guest

IRIS KashFlow / Invoicing & Quotes

3 Acknowledged
1 Vote

Add a Project to multiple invoices

Specific projects (these are teaching courses in our system) are paid through paypal, all courses have a unique title that can be searched e.g. searching for "14th" brings up all the delegates who have paid for the "Uropathology EQA meeting and 14...

Created 30 Sep 19:32 by David Griffiths

IRIS KashFlow / Projects

1 Acknowledged
1 Vote

Archive old quotes

My quotes list has about 200 quotes in, it would be great if you could archive them to hide them from the main list as i dont want to delete them as often a customer will come back a year later refering to a quote i thought was dead. this way i co...

Created 26 Sep 07:04 by Steve Taylor

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged