Amended sequence of matching invoices/purchases in bank feed
At the moment the bank feed feature tries to match imported entries to invoices/purchases before applying the user-defined matching rules. This leads to a lot of mis-matched entries that would have been applied correctly had the user-defined rules...
Label printing of multiple customer addresses to Dymo printer
I really need to be able to print address labels from within Kashflow so I can send magazines to many advertisers.In Sage it was very easy to do - select multiple customers, press "Labels"- job done!
Great that the software is updated so that entries that are locked for VAT can now be amended on Partner/project and description, but why not category as well? Going over end of year, it is clear that some purchase items have been wrongly coded bu...
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almost 6 years ago
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I have discovered that if you use the Comment line on the Purchases, this report will bring up the comment line and list it as 0% or N/A on this report. I use the comment line to differentiate between branches of our company. Therefore when I used...
Could the Transaction list be ordered by 'Date' but default?
The point of the Transactions page is to provide us with a snapshot of invoices and payments, rather like a Statement.
Having the payments as separate entities is a useful addition to 'old' Kashflow.
However, it's currently ordered by number, ...
I often list invoices overdue and want to review the invoice history of a customer before I send them reminders or call them direct.
Clicking the customer name in the invoice list takes you to the Customer | Profile tab it would be better to recog...
The Batch Payment Function is useful, but could do with a few improvements that would make the solution much more efficient for users:
1. Allow more than 100 purchases per batch payment (200 or 300 would work much better for us as a business)
...
in batch payment have a button to load 50- 100-150 invoices in one go
Rebecca - Easybook Training
Jan 25, 12:04 GMT
Good Morning,
We have just gone over to the new kashflow system and I am having trouble when trying to do a batch payment.
The old system used to load all the invoices unpaid I one go, the new system ...
Add a 'Sent' or 'Completed' tick box to allow me to identify exactly which invoices have been completed and sent out (but not necessarily emailed).
I generally print out invoices when they are complete and send them by post. I would like to be able to mark which ones have been sent to avoid them not being forgotten - currently there is no way of telling from the software which invoices are co...
The functionality and price plans of Kashflow make it a good choice for freelancers and small to medium-sized enterprises. The mobile app Kashflow is available for Apple products (iOS 8.0 and higher) and Android (varies). Kashflow is ideal for UK ...