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Simplify csv file import for non-Kashflow created invoices

Any organisation that needs to import non-Kashflow generated invoices which contain multiple VAT lines, ie, 20% and 0% VAT. The current import system requires an individual line import, per VAT line, however, if the category headings were change...
Guest about 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

The ability to add expenses incurred as a line item on an invoice to a customer

It's quite common for expenses incurred to be recharged to an end client and currently in order to do this in KashFlow all of the information has to be re-keyed manually on to the invoice. It would be very useful to have an option to select expens...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Can we add onto the system to remove all prices so i can give this to my engineers

remove prices o the quotes so I ca give this to my engineers to take onto site
Guest about 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

add invoices to projects

It would be much easier if there was a way to assign a transaction when reconciling through bank feeds, to a project straight away. rather than reconciling then finding the purchase under a supplier and then assigning to project.
Guest about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Warning! Bank Feed Is Not Reliable

We have wasted countless days/weeks/months trying to fix problems that bank feed has caused by its automatic matching algorithm after discovering it was mis-allocating or hadn't allocated even when we told it to or showed something as matched when...
Rob Smith about 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

search purchases by amount?

to be able to search purchases by amount - aids reconciliation
Guest about 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Add time and a third overtime to time selection

I have several employees on this rate and it would be of great benefit to me if all I had to do was select it - as of now it has to be done manually. Please add this in.
Guest about 3 years ago in KashFlow Payroll 1 Acknowledged

Add a "Pay Now" button to Quotes

Is it possible to get the "Pay Now" button inserted into the "Quotes" email sent to customers please. This way we don't have to issue a quote, then issue an invoice - they could just pay off the "quote" and Kashflow can change the quote to a paid ...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add fields

Hello, I have a client that owns an auto service. He asked me how can he add some fields to be completed on the Invoices and I've sent an e-mail to customer services and they told me to give you the idea here. He requires some fields like 'registr...
Express AccounTax about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Ability to view log on details of Kashflow Account - Security Issue

I have been told by support that it is not possible to view log on/transaction/log out details of access to your Kashflow account.I feel this is extremely necessary from a security point of view. As an Admin User I should be able to log in my Kash...
Guest about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged