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IRIS KashFlow

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Customer Codes - import from paypal

When I import from Paypal, new customers are created using codes such as José21 - but if I update their address, I am told the customer code is invalid. I then have to guess what number to put after Jose as there is no easy way of finding the next...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 New

Fix Canvass - Stop the Spam

Canvass is now impossible due to the amount of spam - no wonder none of the ideas / comments are now being implemented or worked on. Surely it would make sense to only allow registered Kashflow customers the ability to post ideas... Anyone else ha...
Rich Mellor over 2 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Scan invoices

Scan an invoice into the system like Dect but making it affordable for smaller businesses would be a massive time saver.
Guest over 2 years ago in IRIS KashFlow / Purchases 0 New

Help with exporting Clients to CSV without losing data!

The exported customer fields do not match the Kashflow> Customer > Profile fields in the exported Reports>Sales>Customer ALL CSV Exporting does not generate separate rows for Primary and Additional contacts for a company , with each co...
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

3 Decimal point on vat rates for CSV import files

We have a vat rate of 13.5% on some items and we bulk import our invoices to kashflow on a daily basis when this rate is used the invoice will read 0.14 although the actual vat figure is correct the rate being displayed is incorrect 3 decimal plac...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Define and initiate payments directly from KashFlow

KashFlow should be able to produce an XML formatted file that can be uploaded to bank to initiate SEPA, BACS and Faster payments.
Guest almost 7 years ago in IRIS KashFlow / Payments 1 Will not implement

Why is there no field for your Registered Company Number?

In Company details, why is there not a field for your Registered Company Address? You have a field for your VAT number but there is no field to enter your Registered Company Number. The only option is to enter it into the address field but then it...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Credit limit for customers

This would be helpful so that we can keep track of how much a customer owes before they go over their credit limit.
Guest over 4 years ago in IRIS KashFlow / Customers 0 Planned

Rolling over unused invoices on the basic package.

I have two accounts for different businesses. One account is used several times a week and I have a bigger package. One is used less regularly and is limited to 10 invoices a month. I tried catching up with paperwork the other day but used my 10 i...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

A report showing average time to pay by Customer as it given in the Invoices, Stats screen.

It is something that is already calculated at Customer level so I'd like a report for all customers showing this.
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged