Help us improve

3 Vote

Products & Services

Products and Services are what business is about. These should be viewable at the touch of a button. A button should be available on the LHS 'Products & Services' to view and edit. As a new user learning the system it takes at least three butt...

Created 20 Jun 10:06 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
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
2 Vote

Giving users an enable/disable function to cancel changes Kashflow makes

It appears someone has had the idea to show all invoices (paid & unpaid) in the bank feeds matching section, which I disagree with and did not want, so I wonder is it possible to add in a enable/disable function for updates that Kashflow imple...

Created 11 Aug 11:52 by Michael Hopkins

IRIS KashFlow / Bank

0 New
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

Reinstate vCards import for Mac.

I use this option daily for multiple customers from Mac. There are of course workarounds to create CSV files but it's another job that was handled nicely previously.

Created 14 Jun 11:33 by Mark Woodward

IRIS KashFlow / Customers

3 Will not implement
2 Vote

Purchase order from different emails

We have multi users within the company who will be using the purchase order feature. For each order we send out we receive a confirmation email sent to the person who issued the order. Would it be possible for the individuals to each be able to re...

Created 03 Aug 13:17 by Rebecca Jackson

IRIS KashFlow / Purchases

0 New
2 Vote

0% VAT and Customers NOT Outside EU

Add a new report which shows customers where VAT has not been included on the invoice, but they are not ticked as being outside the EU. This would help pinpoint errors in VAT charging

Created 02 Aug 09:55 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

1 New
2 Vote

'Sales Order' system. At stafe between quotation and invoice.

It would help with 'open order' or 'back order' system. As it stands, we can raise two customer documents – ‘quotation’ and ‘invoice’. We’re finding it difficult to process orders without an in-between stage. We receive many orders which take time...

Created 31 Jul 15:02 by Guest

IRIS KashFlow / Customers

1 New
2 Vote

Bank Feeds: Add switch to stop automatically getting recent date range

Whenever I use the bank feeds, I want to select a date range. I have to wait for the current fetch process to complete before I can then enter my chosen date range. Reason: Wastes time Wastes bandwidth

Created 31 Jul 08:54 by Gary Newbrook

IRIS KashFlow / Bank

0 New
1 Vote

Rolling over unused invoices on the basic package.

I have two accounts for different businesses. One account is used several times a week and I have a bigger package. One is used less regularly and is limited to 10 invoices a month. I tried catching up with paperwork the other day but used my 10 i...

Created 28 Sep 07:19 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New