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Control to prevent data import for wrong client

During a busy day I had been working on a number of Kashflow clients When working on company B, I was importing data, by mistake I used the user ID and password for company A Can you believe that rather than getting an error message the data for c...
Guest about 4 years ago in IRIS KashFlow / Other 0 New

Make it possible to add information to customer statements i.e. bank details

No description provided
Guest about 4 years ago in IRIS KashFlow / Other 0 New

EUR or USD payments

For some of our customers we prepare EUR or USD invoices. And we receive EUR or USD payments. Sometimes we receive partly payments. But it is not possible to proceed these payments in USD/EUR curreny on Kashflow right now. Also we can record only ...
Guest about 4 years ago in IRIS KashFlow / Payments 0 New

EUR or USD invoices

For some of our customers we prepare EUR or USD invoices. But it is not possible to get their account statements as EUR or USD. Statements always comes in GBP currenct automatically.
Guest about 4 years ago in IRIS KashFlow / Customers 0 New

Allow ability to remove the product column from purchase template.

Every time I purchase an item I have a product column and a description column, but only want the description. There is no way to remove the Product column which is very irritating when I don't need both.
Guest about 4 years ago in IRIS KashFlow / Purchases 0 New

REST API incremental load

Call down results in smaller portions, based on last updated field so you always get ALL changes. Minimises network traffic and costs on both ends for data movement plus time benefits etc.
Guest about 4 years ago in IRIS KashFlow / Other 0 New

invoice Filtering

It would be useful if you could filter invoices by month. How many invoices and the values of invoice for the month of February did I send? How many invoices and the values of invoices are due for payment in the month of February? for example
Peter Oram about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

An quote & invoice line-item total including VAT

Customers keep asking me to put line item totals on their quotes when I send them with different options included.
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Weekly Payment List

Select the required invoices, via the existing tick boxes, then either print, or export to csv, so I can get a weekly outgoing total and to do list.
George Ross about 4 years ago in IRIS KashFlow / Purchases 0 New

Add Journal Number to template

Now I know the system i manually enter e.g. "J123 - " at the beginning of the template. Without this you cannot find/remove templates that you no longer need without (potentially) checking each one.
Guest about 4 years ago in IRIS KashFlow / Other 0 New