Help us improve

1 Vote

A bigger box...

At the moment all of the KashFlow accounts that appear on our Connect dashboard all have the same design fault in the Suppliers and Customers section, so I am assuming this is a problem for other people. In any account, in Suppliers, Other Info an...

Created 10 Jan 09:33 by Guest

IRIS KashFlow Connect / Clients

1 Planned
1 Vote

Allow projects tracked in other currencies

I use projects for tracking how much turnover I have realised off a contract I have with a customer - at times there are more than one contract live with a single customer (larger entities). The use case here is that I have contracts with customer...

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Being able to add different delivery times to different sales codes

We have different terms for different sales codes. For instance, if we invoice for a deposit we require that to be paid quicker then our normal invoices. Having a additional box when you set up a sales code to state how long the payment term shoul...

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Create different payment terms, depending on the source of the account?

I think a number of Kashflow customers (especially those with B2B customers) would benefit from creating different payment terms, depending on the source of the account? So for example some of our clients come from a particular source that could a...

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

option to have the default in quotes for it always to show totals

No description provided

Created 10 Jan 09:33 by Guest

IRIS KashFlow

0 Acknowledged
1 Vote

GoCardless Integration That Works With Their PayLinks

I used to be able to send a GoCardLess link from Kashflow that included the option for the client to log into GoCardless with their existing account details. This is no longer the case and one has to set up a new account. I spoke to GoCardless and...

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Partner Apps

0 Acknowledged
1 Vote

Individual customer activity report with payment history

When customers are querying whether they have overpaid you, you need to be able to print off an activity report for that customer to show them all paid invoices and dates/amounts of payments received. With large, ongoing projects, some clients mak...

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Uncategorised

0 Already exists
1 Vote

IBAN + BIC

Hi team, Would be great if you could add BIC and IBAN details under "other info and settings" of supplier details instead of only the sort code and bank account number. Useful for anyone dealing with international suppliers. Thanks

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Suppliers

0 Acknowledged
1 Vote

Go Cardless Feed

This would be handy so we could download transactions into Kashflow rather than upload csv files manually.

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Bank

1 Already exists
1 Vote

a static box at the top of a bank rec screen that shows the reconciled balance as you tick through the items!

No description provided

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Bank

1 Acknowledged