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Ability to match bank transactions imported via CSV

Since our bank account does not work with Bank Feeds, we are restricted to importing bank statements via CSV. This means that we cannot match bank transactions to manually entered payments. Instead we have to delete either the imported item or the...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

A drop down or tick box to mark purchases as 'Pending Approval' or 'Payment Approved'

We'd like to use less paper. The team works on many off site projects between them and I need project managers to approve purchases for payment under their project headings or I need them to allocate them to projects when this has been forgotten! ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

A way to acknowledge bank charges on international payments.

When we receive international payments (paid in GBP), our bank deduct their fees from the transaction amount. This means the transaction we import does not match the original invoice amount on Kashflow which is causing issues with assigning paymen...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Viewing all customers means all customers

When we view all customers we are not able to see all customers, we require to go on to further pages, the function "all" does not all us to view all customers but it would be time effective for us if it did so.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Part numbers

I am a new user to Kashflow, after speaking to various people at Kashflow my understanding is that a part/sku number can only be shown in the "description" field if you want a part number to be shown on a quotation/invoice etc. Most systems I have...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

The ability to choose to remove archived bank accounts from bank page

I've just changed my business bank accounts, four in total. Though I have archived them, they still appear on the "Bank" page. It would be great is there was a setting that could hide these archived accounts if people wish too. 'Sort of the same w...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Income and expenditure summary reports / pie-chart by project

I would find this feature really useful - the ability to see all your projects reported together with their income and expenditure (and percentage contribution to total). Exactly the same as income/expenditure by sales/purchase codes, but just wit...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

printing invoices in batches

Printing invoices from the invoices tab by selecting them by ticking the tick box and click on print. Would be much easier than going into each individual invoice and clicking on print
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Microsoft OneDrive Integration

Much like the current DropBox integration but with Microsoft OneDrive, plus a nice way of moving from one to the other would be nice...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

More quote list features

1. List quotes without VAT, and show totals without VAT2. Offer filter for quotes - eg show only 'won' 'clientX' or 'projectY'
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged