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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

VAT Calculations on multiples

When adding products to an invoice, the VAT is calculated on the net price * quantity which can lead to rounding issues. For example, I sell one particular item for £17 including VAT - so this is stored as £14.17 plus VAT at 20%If I set the quanti...
Rich Mellor over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

NEW DASHBOARD Create New Customer (from US)

In the past when I create a new customer (and select to create an invoice once customer is created), I could enter their name and address, then go to the options page to add VAT number / whether they are inside / outside the EU etc and click Updat...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 Acknowledged

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

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

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

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