IRIS KashFlow

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change the sort order of products in the drop-down

It would be really useful when creating an invoice if the order of the products could be changed to make scrolling down the list for them easier. I know you can use the search box but it would be very helpful for them to be in sorted alphanumerica...

Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

3 VOTE

Fixed Asset register should be down-loadable in CSV format

Could easily compare totals to GL account.

Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

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

2 VOTE

When importing a journal from csv file the ability to add a project number

As you are already able to input a project number when inputting a journal manually it makes sense to able to also do this when importing a journal from a CSV file. Currently you have to import the journal and then manually edit each line to alloc...

Guest over 4 years ago in IRIS KashFlow / Projects 0 New

1 VOTE

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

3 VOTE

Integrate with Microsoft PowerBI

Would be great if I could view my Kashflow position within PowerBI so I can view many parts of my small business in one place. Noticed that Xero has supported it for two years:- https://www.xero.com/blog/2016/02/xero-microsoft-power-bi-big-data-f...

Guest almost 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

3 VOTE

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

1 VOTE

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

2 VOTE

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

3 VOTE

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

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