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My Ideas: Payments

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Bank feed rule for supplier payments on account

It would be good to be able to set-up a bank feed rule for purchase ledger payments on account. I have tried to do this by creating a rule for a 'transaction' and coding to 'creditors control account' but then there is no option to select the supp...
Guest almost 3 years ago in IRIS KashFlow / Payments 0 New

make a button saying NEW BATCH PAYMENT

I do a lot of batch payments of receipts for sales. Each time I have to go back in through the menu and reset the number of items on the page to 100 (this should be retained) and all of this before I can make a second batch payment. As far as I ca...
CEO about 3 years ago in IRIS KashFlow / Payments 0 New

A way to have a more specific downloadable info into excel - based on data fields eg overdue date/amount

To download overdue invoices from Kashflow into an excel spreadsheet I would like to do this for a specific date range and possible for amounts over £1000 for example. At the moment this only seems possible for into a PDF.
Guest almost 4 years ago in IRIS KashFlow / Payments 0 New

Reviewing Batch Payments

It would be useful to be able to call up batch payments to recap what invoices have been paid. If there's a query it would be useful to be able to see all invoices paid in the batch
Ken Callaghan about 4 years ago in IRIS KashFlow / Payments 0 New

payment receipt amending ability

I send payment receipts to customers, it would be very useful if I could have an editable template for this. Currently I have to change all the details as required.
Guest about 4 years ago in IRIS KashFlow / Payments 0 New

Adding Pay Now button to proformas

Please could we get the "pay now" button added onto proformas so clients can pay them upon receipt
Kirsty Willis about 4 years ago in IRIS KashFlow / Payments 0 New

retain settings on batch payments and enable a button 'post another batch payment'

I have to balance many Paypal payments, and I choose to do this every month or so, in a batch. Each time I go into batch payments, I have to set the invoices to appear in pages of 100. Each time I make a batch payment I have to exit and go in agai...
Karen Slade about 4 years ago in IRIS KashFlow / Payments 0 New

Bug: Stripe Payments. Invoices being sent using the wrong currency.

Stripe has two currencies: Invoice currency - As presented to the customer. Bank currency - Payment made to your bank account. They are independent of each other. Conversion is made within Stripe. The bank currency is set in the Stripe dashboard.K...
Stuart about 4 years ago in IRIS KashFlow / Payments 0 New

Fix misleading/incomplete Knowledge Base article

When using a card processor, payments to your bank account are batched and/or with fees removed. (I'm using Stripe - other providers may differ) When a customer pays a Kashflow invoice using the link to your card processor, that payment then gets ...
Stuart about 4 years ago in IRIS KashFlow / Payments 0 New

EUR or USD payments

For some of our customers we prepare EUR or USD invoices. And we receive EUR or USD payments. Sometimes we receive partly payments. But it is not possible to proceed these payments in USD/EUR curreny on Kashflow right now. Also we can record only ...
Guest about 4 years ago in IRIS KashFlow / Payments 0 New