Help us improve

1 Vote

Sales Order Ledger

Sales Order Ledger, We receive orders from potential customers, review order, send quote, quote is accepted, goods are made, goods delivered, invoice sent. We would like to view all orders at a quick glance, see for which orders a quote has been s...

Created 10 Jan 09:29 by Guest

IRIS KashFlow

0 Acknowledged
1 Vote

Copying invoices

When copying invoices you get an option to copy t 5 different headings, why not have sales copy to sales and purchase to purchase, may be have a button to request more options, but why would I want to copy a purchase to a sales invoice? he most li...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

It would be great if we could convert invoices into a PDF/A format as well as PDF as we have been requested to send in this format.

No description provided

Created 10 Jan 09:29 by Guest

IRIS KashFlow

0 Acknowledged
1 Vote

Changed to required fields when importing Sales invoices by CSV

When I recently imported CSV files from one software to KashFlow the customers imported fine but when it came to importing the sales invoices a required field is that of the customer reference generated by KashFlow; so I had to add this informatio...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Supplier Purchases and Stats table should be sortable by date & receipt #

The purchases and stats display for supplier shows only 7 rows of data before scrolling. It is also sorted by receipt #. When searching for a transaction I usually know the date the payment was made but not the receipt number. The current display ...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Searching invoices slow (100,000+ invoices)

The search function has become slow and it seems to be caused by high volume of invoices. We have 100,000 invoices and searching invoices with email or transaction number is very slow. It takes about one minute to get results and sometimes the pag...

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

GoCardless Improvement

Is there any way to get the Invoice number into the GoCardless"Reference" field when the payment is processed? (or alternatively add an InvoiceNo pair to the metadata) I'd like to be able to respond via the GoCardless API when a payment is process...

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

A remote support facility through KashFlow Connect

I recently used a remote support application to assist a client with the matching of some bank transactions on their KashFlow account. This made easy work of what can prove frustrating when you (the accountant) cannot see what 'clicks' the client ...

Created 10 Jan 09:28 by Chris D

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Bank Logos Out of Date. No logo for Nationwide, but A&L still there even though it became Santander 2 years ago!

Bank Logos Out of Date. No logo for Nationwide, but A&L still there even though it became Santander 2or 3 years ago! I'm guessing nobody has been updating in quite some time.....

Created 10 Jan 09:28 by Guest

IRIS KashFlow

0 Acknowledged
1 Vote

5. Can we be able delete a loaded bank transaction before importing.

Can we be able delete a loaded bank transaction before importing.

Created 10 Jan 09:28 by Guest

IRIS KashFlow

0 Acknowledged