Help us improve

1 Vote

Option to remove Live Data Widget

I'm sure this new widget works for some businesses but for me it's just an annoying cluttering of badly presented information that has no real use. An option to remove it (or at least move somewhere else on the dashboard) would be brilliant.

Created 07 Oct 14:32 by Sam Osborne

IRIS KashFlow / Dashboard

0 Acknowledged
1 Vote

VAT Calculations on multiples

When adding products to an invoice, the VAT is calculated on the net price * quantity which can lead to rounding issues. For example, I sell one particular item for £17 including VAT - so this is stored as £14.17 plus VAT at 20%If I set the quanti...

Created 06 Oct 20:26 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

NEW DASHBOARD Create New Customer (from US)

In the past when I create a new customer (and select to create an invoice once customer is created), I could enter their name and address, then go to the options page to add VAT number / whether they are inside / outside the EU etc and click Updat...

Created 06 Oct 20:17 by Rich Mellor

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Customer Codes - import from paypal

When I import from Paypal, new customers are created using codes such as José21 - but if I update their address, I am told the customer code is invalid. I then have to guess what number to put after Jose as there is no easy way of finding the next...

Created 06 Oct 20:13 by Rich Mellor

IRIS KashFlow / Customers

0 New
1 Vote

Fix Canvass - Stop the Spam

Canvass is now impossible due to the amount of spam - no wonder none of the ideas / comments are now being implemented or worked on. Surely it would make sense to only allow registered Kashflow customers the ability to post ideas... Anyone else ha...

Created 06 Oct 20:08 by Rich Mellor

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Scan invoices

Scan an invoice into the system like Dect but making it affordable for smaller businesses would be a massive time saver.

Created 06 Oct 12:25 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Help with exporting Clients to CSV without losing data!

The exported customer fields do not match the Kashflow> Customer > Profile fields in the exported Reports>Sales>Customer ALL CSV Exporting does not generate separate rows for Primary and Additional contacts for a company , with each co...

Created 04 Oct 15:24 by Guest

IRIS KashFlow / Customers

0 New
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
1 Vote

3 Decimal point on vat rates for CSV import files

We have a vat rate of 13.5% on some items and we bulk import our invoices to kashflow on a daily basis when this rate is used the invoice will read 0.14 although the actual vat figure is correct the rate being displayed is incorrect 3 decimal plac...

Created 03 Oct 07:44 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
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