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IRIS KashFlow

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Integrate Kashflow with Taxamo

It would be great if Kashflow integrated with Taxamo. This would allow companies to use Kashflow with their online business and add the correct VAT to every order.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Please, please please add an intergration to infusionsoft crm through connect my apps as soon as you possibly can.

Infusionsoft is such a brilliant crm/ marketing tool but intergration with Kashflow would just make my life so much easier
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

post dated purchase payments to show in Dashboard

we put in salaries in kashflow and post date the payments via the bank so the salaries arrive in the staff accounts on the correct date. it would be nice to be able to see the "post dated" payments in the main financial overview dashboard as an ad...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Ability to change supplier on a PayPal import

I have a PayPal Debit card which is directly linked to my PayPal account, so I can use this to make multiple purchases in stores from my PayPal balance. When an import takes place into KashFlow these all all imported as purchases to one supplier a...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Private/Non-print or Display Invoice Notes Field

In an earlier incarnation of Kashflow, before the newest UI, we were able to make notes relating to invoice content for our refernce only - ie notes that didn't display on the invoice when printed. We found this very useful - it'd be great to see ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

PDF attachments of invoices to credit control emails

Currently credit control emails do not include a PDF attachment of the overdue invoice. Whilst a hyperlink to download a copy of the invoice can be added through text substitutions, this is blocked by many company firewalls. This then means additi...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

When de-registering for VAT, exisiting repeating invoices should also be amended

We recently de-registered for VAT, and amended the VAT setting in Kashflow (after consulting the Helpdesk). I tested this by creating a manual invoice, and sure enough there was no mention of VAT. All hunky-dory, I thought. Then a few days later, ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Option to factor in unmatched bank transactions in bank balance

I keep a lot of unmatched bank transactions lying around for my bookkeeper to process very infrequently, but that means that my bank balance is way out - currently by thousands of pounds. It would be good if I could tick a box to enable an option ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

"Do you really want to leave your bank feed?"

A prompt when attempting to navigate away from the bank feed without importing would be really useful as I have lost hours of matching a few times for simply forgetting.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Ability to Import "Blocks" of Line Items or Other Quotes to Populate a New Quote

In my line of work the line items are used to build large plumbing systems. Typically every system is customised but is based on one of several base or generic systems that is tweaked slightly. It would be very helpful if I could build a new quote...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged