Help us improve

1 Vote

Supplier reference for expenses

Currently, you can create a quick epxense iusnig the Kashflow p[hone app, but this entry doesnt show any "supplier reference" details once in the main desktop version. therefore you have to open every expense to see what it is for ach time. ludicr...

Created 15 May 01:28pm by Guest

IRIS KashFlow / Purchases

0 New
2 Vote

Looking for a list of invoices issued in a specific date range (Repoprts / Sales / Invoice List, but find yourself limited by the 25 document limit?

Go to Reports / Business /Activity Report, enter your date range, tick Sales and All Items and Bingo!

Created 24 Apr 09:05am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

improved Cost Centre functionality

Please can you improve cost centre functionality. Currently we have to use "Projects" which is very one dimensional & we can't even download P&L activity to include the project field. Very limiting unfortunately

Created 10 May 01:42pm by Guest

IRIS KashFlow / Projects

0 New
1 Vote

Separate email address for statements

Most of our customers request invoices to be sent to one email address and statements to be sent to a different email address. Currently there is no option to select a different email address in kashflow (only one set for invoicing). It would be r...

Created 5 May 09:08am by Rachel Walker

IRIS KashFlow / Customers

0 New
1 Vote

Sent emails not stored in Mailbox "Sent Items" folder since switching to OAuth

Since switching to use OAuth authentication for sending email via Microsoft 365, the emails KashFlow is now sending via OAuth do not appear in the Sent-Items folder of our mailbox like they used to with SMTP. They are dropped into the Inbox, which...

Created 3 May 02:52pm by Richard

IRIS KashFlow / Invoicing & Quotes

0 New
4 Vote

Time Period

It would be useful to be able to set the time period to 'All' rather than 'this year', as when the year changes you cannot see the last few invoices

Created 6 Feb 11:51am by Guest

IRIS KashFlow / Customers

0 New
2 Vote

VAT percentage selection on suppliers

When adding a new supplier or editing an existing supplier, the option to select their VAT rate is set on 20% , not all suppliers are VAT qualifying and then you must manually set the vat rate to 0% or what ever rate when you add an invoice. An op...

Created 31 Mar 11:14am by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Main Menu - Capital 'I' for Purchase Invoices instead of poor grammar Purchase invoices???

Poor grammar, looks sloppy

Created 27 Apr 09:16am by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Ability to add Hyperlinks to Quotes when emailing

This was a function available in the old system. It is still available when emailing invoices as they are still in the old system. It was critical to our business as we insert links to products which are in the quotes. You can now only insert a 'p...

Created 27 Apr 07:31am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Bank Feed - one payment to different invoices

Why are you not able to allocate one payment on the bank feed to three seperate invoices? This would make life a lot easier.

Created 6 Apr 05:20am by Guest

IRIS KashFlow / Bank

1 New