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IRIS KashFlow

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An option to select a number of invoices/quotes etc by ticking a box and then pressing send to dropbox,

An option to select a number of invoices/quotes etc by ticking a box and then pressing send to dropbox, this would be less time consuming. Also the ability to save reports such as aged debtors etc to Dropbox would be very beneficial. Thanks
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

Bring back CSV download of VAT return calculations

I need to check these calculations, as we have different rates, and I have found errors in the past . I now have to look back through a whole quarter's invoices and receipts to check them!
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Switch off SA103 data collection and account mapping

We are a charity and file our accounts with the Charity Commission and if needed file corporation tax returns to HMRC. We are an organisation, not a self employed business so don't need remincers that "Kashflow found some discrepancies in your map...
Richard Cosier about 6 years ago in IRIS KashFlow / Reports 2 Acknowledged

Add Amount Paid to the top of the clients transactions profile

Hi - currently you have 'Total Invoiced', 'Amount Due' and 'Amount Overdue' at the top of the clients transactions page - if you also added 'Total Paid' to these you would have a full house of all the important information regarding the clients tr...
Rob Smith over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Lock transactions but still allow nominal code to be amended

Once we lock the transactions in Kashflow we can no longer change the nominal code that the transaction is assigned to – we used to be able to re-allocate the transaction to a different nominal code, but make no other changes, which worked well. W...
Heulwen Thomas over 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Undeliverable Email Notification when emailing invoices

Wonder why your invoices dont get paid? Customer then says they didnt receive it! so you send another copy... and they still dont pay! WE MUST GET A NOTIFICATION WHEN WE SEND AN EMAIL INVOICE TO A CUSTOMER AND THE EMAIL BOUNCES. Please consider th...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Put the 'Stay on Customer Details Page' option back when adding a new customer

Please can we have the option back to allow us to remain on the customer details page when adding a new customer. This option has been removed from the latest update. After entering full details, we now have to search for the new customer again to...
Rich Tapper almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Need a reference on invoices, want to label projects for a large client, currently have to go in and out of lots of invoices to find a past job.

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Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

seperate settings for adding a logo to emails vs. printed invoices,

we print invoices on headed paper but want all emailed invoices to contain a logo. The system only allows for one preference for logo but both options for background image. This looks to be an oversight.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Match the functionality of the app with that of the desktop version

more and more people, especially small businesses and sole traders use mobile devices. Being able to do everything on the app that we can do on the desktop version would make using Kashflow even better.
Guest over 7 years ago in IRIS KashFlow / Mobile Apps 0 Acknowledged