Help us improve

3 Vote

Need to import Data from latest versions of Sage

One of the really useful aspects of Kashflow is the ability to import full date from Sage but at present the last version of Sage supported is 2016 I need to import from v24 (2018) but have been advised by Support that this is being worked on and ...

Created 31 Aug 08:32 by Guest

IRIS KashFlow / Other

2 Acknowledged
3 Vote

The currency exchange rate is set in Kashflow to 3 decimal places.

The currency exchange rate is set in Kashflow to 3 decimal places whereas in receipt bank they use 11 decimal places which causes an imbalance of money when the transferred. This is a more accurate exchange rate.

Created 08 Aug 08:37 by Guest

IRIS KashFlow / Bank

0 Acknowledged
3 Vote

Bank Search Transactions

Be Great if you could search bank transactions by lets say company name or amount

Created 06 Aug 06:19 by Paul Cane

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

To have the option to customise the information downloaded on CSV file

An option to customise the downloaded CSV file as what comes over is not what we need and its so time consuming deleting and adding information so the report is what our Directors are looking for.

Created 02 Sep 08:44 by Guest

IRIS KashFlow / Reports

0 New
1 Vote

A notes box on customer profile page

This would be useful to write notes EG opening times of company what days people you talk to work. credit limits and payment terms of the accounts

Created 12 Oct 10:17 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

A unpaid overdue customer report

No description provided

Created 12 Oct 10:08 by Guest

IRIS KashFlow

1 New
1 Vote

Add the previous quarters VAT to the Dashboard owed total until the VAT is paid in the VART Management .

It reflects the fact that the VAT is still owed until marked paid and acts as a reminder to pay the VAT.

Created 11 Oct 19:47 by Anonymous

IRIS KashFlow / Dashboard

0 New
3 Vote

Enable more than 1 email address to be used when emailing out invoices/statements etc

Currnently an invoice emailed will only go from the email address used in the setup of the account, however if the book keeper or other wanted to email so that the 'account' holder was not responsible for receiving incoming mail or queries, you wo...

Created 10 Jul 13:18 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

To add gross amount and have buton turn it into net amount showing the VAT separately

No description provided

Created 10 Oct 15:39 by Guest

IRIS KashFlow / Purchases

1 New
2 Vote

Retention held back

n the building industry most large contractors keep a percentage of retention on the original quote from a subcontractor. This only gets paid to the subcontractor when the site is completed or anything up to two years after. So you invoice for a c...

Created 21 Aug 12:37 by Magda Glynn

IRIS KashFlow / Invoicing & Quotes

0 New