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1 Vote

Square sync customer transaction separately from the daily grouped account

It would be nice to have a feature where customer transaction gets synced separately from the grouped account kashflow creates from square because if a customer makes payment and then ask for a VAT invoice, square doesn't provide this and kashflow...

Created 15 Aug 08:20 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
27 Vote

Unified Customer & Supplier Accounts

Sometimes I have clients who are also suppliers. Would it be possible to have a tick box in their details to be Customers as well as Suppliers to save putting the info in twice?

Created 10 Jan 09:15 by Guest

IRIS KashFlow / Uncategorised

1 Will not implement
3 Vote

paid stamp on purchase invoices

I think it would be a good idea on purchase invoice's when its paid, it can be marked with a PAID stamp so I can email the purchase invoice to the supplier, as some suppliers are wanting the details within the purchase and not just a remittance wh...

Created 09 Jan 15:52 by Guest

IRIS KashFlow / Purchases

0 Started
2 Vote

RST API Knowledge base

Be really useful if there was a knowledge base for the REST API like there is for the SOAP API

Created 24 Apr 11:25 by Stephen Elliott

IRIS KashFlow / Reports

0 New
2 Vote

Add due date to aged creditors report

This would be useful to help us identify which creditors we need to pay in our payment run.

Created 23 Apr 14:38 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Make it easier to change sequential customer invoice numbers

It would make more sense for Kashflow to use the most recently created sales invoice number as the basis of the next invoice number in the sequence (irrespective of the largest invoice number already used in the past). It could be that users want ...

Created 09 Aug 08:57 by Martin Greig

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Merge 2 Client Accounts

We have 2 client accounts for 1 client. This has happened because user didn't check if client had an account before adding as a client. For data cleansing and analysis, this is a bit of a pain, producing data that is lacking for the client. It wou...

Created 22 Apr 08:45 by Guest

IRIS KashFlow / Customers

0 New
3 Vote

Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...

Created 04 Jan 15:26 by Rob Wheatley

IRIS KashFlow / Customers

2 New
3 Vote

SETTING TRANSACTION DATES IN SALES AND PURCHASE ACCOUNTS

In the new version of Kashflow, the date in customer and supplier accounts defaults back to 01/01/2024 meaning no previous transactions can be seen. Not helpful when we're only on 04/01/2024! It would be helpful if I could set the default date mys...

Created 04 Jan 10:03 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Combined Line Total on Printouts

Currently on printouts each line item only shows the Net Value, Total for Net Value if Qty is more than 1, and VAT. It Would be great to see for each line item Net Value. VAT Value and Total Value.

Created 08 Aug 16:20 by Jonathan Barnett

IRIS KashFlow / Invoicing & Quotes

0 New