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IRIS KashFlow

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import unmatched transactions into suspense account

All bank transactions have to be imported so why not get them in place with one upload? missing purchase orders can then be set up. Match does not appear to know about repeat purchases either
Guest 5 months ago in IRIS KashFlow / Bank 0 New

stop changing the layout for no reason

everyone would be log in and use the software without having to re learn it
Guest almost 7 years ago in IRIS KashFlow / Other 0 Will not implement

the ability to add text to customer statements, as in invoices.

My new customers often ask for bank details when presented with a statement, even though the details are on every invoice. I would like to be able to amend the statement format like I can amend the invoice format. Also useful to add 'please advise...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Planned

Streamline add bank transaction

New add bank transaction is slower and less intuitive than the old version. Boxes don't highlight when tabbing in and search function is not intuitive you should be able to search and then press enter to select, also default VAT setting would be u...
Guest 5 months ago in IRIS KashFlow / Bank 0 New

Client opt out facility on auto credit control

With auto credit control emails, rather than opting out certain individual invoices month after month, it would be beneficial if we could opt out certain clients who pay us by direct debit. Because their payments are collected at various points th...
Guest 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allocate a bank receipt/payment to more than one invoice

In the bank module it would be a great idea if you could allocate a single bank receipt/payment to multiple invoices for the value you choose ( i.e. when payments on account are made ). The only way around this at the moment is to delete the bank ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 7 Acknowledged

Make payments to suppliers via Kashflow

It would be great if it were possible to make payments & advanced payments to suppliers via the associated bank account.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Add address fields when creating a new customer/supplier

If you create a customer and chose to add an invoice when you save the settings it doesn't contain any contact information so you have to go back into the customer settings, add the address and then edit the invoice for it to update- time consumin...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Filter purchases by multiple suppliers via the REST API

In the Kashflow REST API it would be useful if you were able to filter purchases by a selection of suppliers instead of just one. Right now you can only select a single supplier to filter, but being able to choose multiple suppliers from a list wo...
Guest about 8 years ago in IRIS KashFlow / Other 1 Acknowledged

Commercial invoice

there are various items we need to add into kashflow invoices such as commodity code and country of origin for example there is no where to add this on kashflow invoices and it is essential information required for export etc I have noticed other ...
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged