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Statements are duplicating entries in turn confusing us and customers

We have a couple of customers called us to explain their statement to them. When I looked into it I could see the confusion, as the statement seems to list payments and credits more than once. If you go through it and add then subtract each line i...
lisa bartup over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Save emails sent via KF fprf later referencing back

At the moment we send invoices, or statements etc but there is no record other than a line in the notes saying "email sent". When customers come back and say you didn't send that or similar, we can reference back to tell them exactly what was said...
lisa bartup over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Mispostings Account/Write-Offs System

I have encountered an issue with KashFlow, whereby 'Old/Aged' Purchases as far back as 2010 are showing up as 'Overdue' and thus effecting the true balance of what Monies is owed out on the Dashboard. This must've occurred in the importing process...
Guest over 6 years ago in IRIS KashFlow / Other 3 Acknowledged

Purchase Order Numbers

We have a requirement to manage purchase orders within our business. We receive purchase orders from our customer that I would like to be able to record within Kashflow and then draw down against allocating invoices against the customer purchase o...
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

password protecting invoices

with the GDPR it would be useful to be able to password protect invoices within Kashflow as currently i have to download the invoice, then re-save with a password and then upload into the invoice email. This takes a lot of extra time.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes / Other 0 Acknowledged

intergrated epos or third party epos intergration to allow instant sales and stock info updates

small shops or businesses with a shop/café facility have to manually adjust stock levels and input sales within the kashflow system. If at the till when an item was scanned and sold, it entered the sale in kashflow and reduced the stock levels acc...
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Two Factor Authentication

Due to the sensitivity of data stored within Kashflow, it would be great to incorporate two factor authentication support such as Yubikey or Google authenticator.
Guest over 6 years ago in IRIS KashFlow / Other 2 Acknowledged

VAT Rates on Journals

In VAT Journals I need to be able to choose what VAT rate is applicable to which posting to enable net sales amounts to appear on VAT Returns.
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Need to import Data from latest versions of Sage

One of the really useful aspects of Kashflow is the ability to import full date from Sage but at present the last version of Sage supported is 2016 I need to import from v24 (2018) but have been advised by Support that this is being worked on and ...
Guest over 6 years ago in IRIS KashFlow / Other 2 Acknowledged

Importing Kashflow CSV Back Ups into Kashflow

I have been informed that to back up the data, you need to go to Sage Export and download the four CSV files. The reason for needing to back up the data in my scenario is that the client (I work at an Accountancy firm) is moving away from Kashflo...
Guest over 6 years ago in IRIS KashFlow / Other 1 Acknowledged