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Bank Reconciliation - Current Dates/Months on First Page

Can you switch the bank reconciliation date order to show the current months on the main page? Painful to have to look at old reconciliations first.
L Barker over 4 years ago in IRIS KashFlow / Bank 0 New

Supplier Account No. in 'Your Ref.' section of Remittance Advice - NOT first invoice no. of batch payment

When you make a batch payment to a supplier, the remittance advice automatically inputs the first invoice no. from the list of payments in to the 'Your Ref.' section This is very confusing for the supplier you are paying as inserted in here should...
Guest over 4 years ago in IRIS KashFlow / Purchases 0 New

Kashflow/ Paypal integration

When I read that Kashflow could be integrated with Paypal for invoice purposes I was delighted as I spend ages every month manually raising invoices before orders can be sent out. I linked the two together but then realised that Kashflow is only p...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Enabling email addresses to be added to packing slip

When we pass the orders to our delivery team they often email time slots so if this was on the packing slip then this would save us adding this to an email to them. The delivery team do not have access to the invoice.
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

raise part invoices against a purchase order

At the moment I can see we convert the PO to a purchase and can then amend the purchase but the remaining balance of the original PO disappears. The ability to raise a part invoice against a PO and the balance remain for the next purchase invoice ...
Guest over 4 years ago in IRIS KashFlow / Purchases 0 New

'Sales Order' system. At stafe between quotation and invoice.

It would help with 'open order' or 'back order' system. As it stands, we can raise two customer documents – ‘quotation’ and ‘invoice’. We’re finding it difficult to process orders without an in-between stage. We receive many orders which take time...
Guest over 4 years ago in IRIS KashFlow / Customers 1 New

Verification of invoices received by customers required!

It was suggested that this was a good idea by support and that I add it to Canvas. With the current system, Kashflow sends the customer an email out with a PDF attached. The problem with this is that due to the nature of antiquated email there is ...
Guest over 4 years ago in IRIS KashFlow 2 New

Allow clients to override transactions and bank locks only as far as a specified date

Currently there is only a blanket option to allow clients to override the bank or transaction locks - as in they can go back as far as they want. Thus there is no protection given to the books for a finalised year of accounts. Whilst withholding t...
Chris D over 4 years ago in IRIS KashFlow Connect / Settings 0 New

Re-Oredering Bank Accounts on the BAnk Accounts PAge

The ability to reorder the bank accounts on the bank accounts page. This would be useful to improve workflow or to group accounts by 'brand' or group accounts by type.
Guest almost 5 years ago in IRIS KashFlow / Bank 0 New

interest charge on overdue invoices

the old kashflow version would show on an on overdue invoice how much interest could be charged. Because the amount changes daily it was very useful. Be great to have it back.
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New