Help us improve

1 Vote

Please give the option to rename Purchase Invoices

We only use the Purchase Invoices field for our purchases. However we would prefer it was labelled 'Purchase Orders'. Please can you give this option. You previously only had one field for purchases and when you changed it to two fields it caused ...

Created 01 Mar 15:40 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Credit Control Chase letters to show balance of actual outstanding amount of an invoice rather than original amount.

Automated credit control letters pick up the total of the original invoices and not the outstanding balance of the invoice, following part payment. Is there a way to state the actual balance rather than the original balance?

Created 01 Mar 15:38 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
4 Vote

Bring Sagepay support back

We use Sagepay with one of our Kashflow accounts. We are now setting up a new Kashflow account and want to use our Sagepay account to take credit cards. But we are told it is no longer available. This is a negative step - and one we dont like

Created 09 Jan 11:30 by Guest

IRIS KashFlow / Payments

1 Acknowledged
4 Vote

refund on purchase

It would be helpful if there was a refund button on purchases that creates a credit note related to that particular purchase. This is because if you have an item on a trade account you have to enter the invoice info into Kash-flow so it matches fo...

Created 07 Jan 15:38 by Guest

IRIS KashFlow / Purchases

0 Will not implement
4 Vote

Customer telephone and email details on quotes and invoices

To increase productivity

Created 05 Jan 09:05 by Guest

IRIS KashFlow / Invoicing & Quotes

2 Already exists
4 Vote

Don't auto-import transactions when opening the import page

Currently, when you first enter the import transactions page (bank import), it automatically populates the from date according to the last dates it retrieved (irrespective of whether you completely imported the earlier transactions or not) and the...

Created 02 Jan 16:21 by Colin Smith

IRIS KashFlow / Bank

2 Acknowledged
3 Vote

Data Import - Import CSV Files using Kashflow Connect credentials

We are unable to import data (CSV's) via the Settings > Import Data function using our Kashflow Connect credentials, we are required to obtain and enter our client's Kashflow username and password. It would be good for accountants to have the s...

Created 20 Sep 15:59 by Guest

IRIS KashFlow Connect / Settings

0 New
2 Vote

NEED TO HAVE VAT REVERSE CHARGE APPLIED TO QUOTES

NEED TO HAVE VAT REVERSE CHARGE OPTION APPLIED TO QUOTES

Created 08 Jun 15:49 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
4 Vote

Display invoice and delivery address on packing notes and invoices

It would be helpful to our warehouse team if they can see who the invoice customer is as well as the delivery address

Created 22 Dec 15:12 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
3 Vote

P&L nominal activity

There should be an option where you can just run either all profit and loss nominal codes or balance sheet codes. But you have to tick through all nominal codes manually to do this.

Created 06 Sep 14:33 by Ashley Smith

IRIS KashFlow Connect / Reporting

0 New