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IRIS KashFlow

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Basic staff should not be able to delete invoices

We deal with alot of cash customers therefor I don't think someone who can input a sales invoice on the system be able to delete invoices as this puts the company and other members of staff at risk of monies going missing
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

merge customers that change their name

We have a number of customers that start as individuals using their own name and, as they grow, they create a company. We would like to be able to merge these two identities so we can see their combined purchases.
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Sort bank reconciliation transactions in order of amount

It would be really useful to be able to sort the amounts in the bank reconciliation so I don't have to search for the amount on the screen which takes time.
Claire Howitt almost 3 years ago in IRIS KashFlow / Bank 0 New

I would like to see purchase invoice descriptions showing when in supplier invoice list

When I want to look at a particular supplier invoice I have to open each invoice to find the one I want, if on the invoice list there was a column which shows the description I have entered it would save time
Claire Howitt almost 3 years ago in IRIS KashFlow / Purchases 0 New

When opening a new reconciliation page in the bank please do not highlight (blue tick) any transactions

Every time I go to reconcile the bank the new page already has blue ticked some purchase payments, this is just confusing and I have to tick and un-tick them every-time.
Claire Howitt almost 3 years ago in IRIS KashFlow / Bank 0 New

Connecting with Adyen payments

Ebay will be replacing Paypal with Adyen. It would be useful to have the same tools for Adyen as now available for paypal.
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

Choose an email to send Purchase Orders from

There is an option to add an additional user for purchasing but then no way to change the email address Purchase Orders are sent from. Currently you can only add one email in SMTP Configuration and this email is also used for the additional users....
Ryan Laydon almost 3 years ago in IRIS KashFlow / Purchases 0 New

Multilingual invoice template

It would be great to offer that we are able to print invoices in native language of the country we are selling goods to. For example if we sell to Germany we would need German invoice, for Italy Italian invoice etc.
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

The possibility to link pdf bank statements to reconciliations for accounting purposes.

Currently there is no means in Kashflow to see the bank statements as you do for invoices and receipts. This would be very helpfull for that accountants if the PDF Bank/Kredid card statement could be attached to say the reconcilitaion of the bank ...
Guest almost 3 years ago in IRIS KashFlow / Bank 0 New

Receipt Bank: Pull through bank reference in to description field in Kashflow

All purchases published from RB are lacking details and just a fill stop if populated in the description field. RB confirmed at Accountex that they provide this info, but KashFlow isn't displaying it. Pls pull through bank reference in to descript...
Guest over 5 years ago in IRIS KashFlow / Purchases 1 Acknowledged