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SUBMIT IDEA

IRIS KashFlow

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Allow greater customisation of Purchase Orders. There is currently limited ability to customise Purchase Orders, compared to Invoices

For example. whilst invoices can show Project Names, purchase orders don't. Also, we would like to use the Purchase Orders created through Kashflow as "Payment Certificates" (i.e. certificates acknowledging the supplier's invoice and telling them ...
Guest over 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Customer Statements in same currency as Customer Invoices.

Our Home Currency is GBP but we also trade in US$ and EURO. Currently we are able to produce invoices in the required currency but the statement shows £. This needs to be changed for sending to our foreign customers.
Guest over 2 years ago in IRIS KashFlow / Other 0 New

STOCK VALUE REPORT ACCORDING TO THE PURCHASE PRICE

I'M CURRENTLY USING KASHFLOW, IT'S FRUSTRATING THAT I CAN'T PRINT OUT A STOCK VALUE REPORT ACCORDING TO THE PURCHASE PRICES AND CHOOSE A CERTAIN PERIOD.
Guest over 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

Multiple invoices are sent to customers and we would like to automate the credit control but don't want customers to get an email for every individual invoice, can it be linked to a statement instead?

We send out invoices through out the month and a lot of our customers pay upon receipt of a statement at the end of the month. It would be good if we could have automatic credit control on both statements and/or invoices that could be personalised...
Guest about 5 years ago in IRIS KashFlow / Customers 0 New

app.kashflow.com/PayOnline

When someone clicks the button to pay now as below from the email (i am using stripe) It would be a good idea as i cant find the settings anywhere To be able to style the next screen the payment page? i.e change clours, add my logo and so on, I th...
Guest over 2 years ago in IRIS KashFlow / Payments 0 New

Customer Transactions EXCLUDING VAT

Ability to view/export to csv Customer Transactions EXCLUDING VAT.
George Ross about 5 years ago in IRIS KashFlow / Customers 0 New

Unreconciled Transactions Report Export to CSV

Add button to "Export to CSV" for Unreconciled Transactions Report.Possibly a formatted print button too.
George Ross about 5 years ago in IRIS KashFlow / Reports 1 New

Add Vat Rates to the journal template

When you are doing a vat adjustment journal you need to select the vat rate that was put through originally so that it is correct in the next vat return.
Guest over 2 years ago in IRIS KashFlow / Other 0 New

Facility to Download all Product data from Kashflow, edit and update in Excel and then Upload to Kashflow.

Ideally, I would like the facility to download all my product data listed in sales codes, from Kashflow to Excel, edit and update in Excel, then upload back into Kashflow. This would save hours when product updates are necessary. Currently, I hav...
Neil McD about 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

New bank feed matching rules causing annoyance

Hi, a recent "enhancement" to the matching process has been to extend the options for searching for an unpaid invoice, which now includes Overdue (part paid) Overdue etc, where as before the option was just "unpaid". At the point of matching, clie...
Guest over 7 years ago in IRIS KashFlow / Bank 2 Acknowledged