Help us improve

1 Vote

Change mulitple sales types/expenses/cost of sales in CSV format

We have changed our sales types and expenses, and i'd like to make changes to historic entries so that our new categories are accurate in a P/L sheet. Rather than going into each and every invoice and changing, it would be easier if I could down l...

Created 24 Sep 12:59 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Summary of a suppliers invoices

I want a report for a chosen supplier which lists the "description" field of what we purchased so I can track patterns. For example if I printed a supplier statement I would see the following minimum fields... Date Receipt No Due Invoice £ and de...

Created 24 Sep 12:29 by Andy Walker

IRIS KashFlow / Purchases

0
1 Vote

Transferring credits between customers or suppliers

It would be useful if we could transfer a balance on a customer account to another account without having to split payments on in the bank. When we have client with more than one account with us, they tend to pay both accounts' balances with one p...

Created 21 Sep 09:51 by Gethin Davies

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Google calendar integration

Automation is the name of the game these days. Just being in the cloud is a bit 5 years ago.

Created 16 Sep 10:25 by Guest

IRIS KashFlow

0 Acknowledged
1 Vote

Remove "Formal Notice of Default" added to debt chase emails

We have just discovered Kashflow adds the text "Formal Notice of Default" to the invoice copy when using automatic debt chasing. This is something we do not want and risks alienating our clients. There is no warning that you do this nor any option...

Created 12 Sep 10:20 by Ian Devereux

IRIS KashFlow / Customers

0
1 Vote

Bulk change nominal code / project for imported transactions

For repetitive transactions, imported by CSV file (e.g. credit card transactions) it would save time and reduce errors if they could be selected in bulk (within the Bank > [individual account] screen) and have nominal codes assigned to them thi...

Created 12 Sep 07:52 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Pay Online Button available on monthly statements

We have customers who pay monthly and it would be a lot easier if we could put "Pay Online Button" on a statement. At the moment you can only have it on separate invoices which means the customer has to go to every each one of them to pay. Availab...

Created 11 Sep 13:11 by Barbara Laczny-Gomez

IRIS KashFlow / Payments

0
1 Vote

Export only current customer data, excluding archived customers

This would be useful to only export current customers so that I'm not sending group information to people that are no longer part of our business.

Created 11 Sep 09:29 by Alastair Duncan

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Invoices marked paid

We notice that invoices payable by direct debit are being stamped 'paid' even when the direct debit payment has not been received. When a direct debit is set up for (say) the 1st of each month, the instalment invoice produced on that date is stamp...

Created 11 Sep 08:07 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Text facility against mobile number on a customer record

Contact customers/clients with an update e.g. Order ready for collection

Created 07 Sep 12:58 by Guest

IRIS KashFlow / Partner Apps

0 Acknowledged