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KashFlow Ideas

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IRIS KashFlow

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Kashflow Open Banking Natwest Payit Integration

Action; Integrate "Payit" (the open banking / natwest facility) into Kashflow. This will give Kashflow an active advantage over most of your competitors and improve the functionality and service you provide to your users.
George Ross about 3 years ago in IRIS KashFlow / Bank 0 New

Fully fetailed profit @ loss showing each lind item fif sll eentries as possibld with quickbooks

able fully see all entries making up p&l
Guest over 6 years ago in IRIS KashFlow 0 Acknowledged

Statement adds all outstanding Invoices automatically

When you send a statement, people sometimes respond saying that they have not received the invoice.
Ayshea Hay over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Different prices under the same sales code

I had to use another software because Kashflow is unable to have different prices under the same sales code. I was suggested to create different sales code under the same product name. However it would be to difficult to manage the stock in this way.
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Drag & Drop documents to invoice & receipts.

It would be amazing if you could drag & drop multiple documents into each invoice/purchase.. rather than having to click the browse, navigate to the folder and upload one at a time...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add the ability to record a payment as part of a Repeat Purchase, but on a different date to the Purchase

I have a regular recurring payment which I set up as per the KB article - https://www.kashflow.com/support/kb/repeat-purchases/ Although the purchase is dated (per the supplier invoice) on the 18th of every month, the payment is only made (by d...
Jon Grove about 3 years ago in IRIS KashFlow / Purchases 0 New

Phased balance sheet like p&l phased

No description provided
Guest over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Archiving multiple accounting codes

I think it would be beneficial if it were possible to archive multiple accounting codes. I am needing to change many of our accounting codes, and it is really slow to have to click into each code and archive each one individually.
Guest about 3 years ago in IRIS KashFlow / Other 0 New

please could we have a multiple month profit and loss/balance sheet

a multiple month profit and loss would be so useful and save us so much time. clients want to be able to compare month on month, this is vital for monitoring costs/sales etc. this would save so much time, as it stand we have to populate our own sp...
Guest about 3 years ago in IRIS KashFlow / Reports 0 New

Quote Reporting - to mirror "Unpaid Invoice" Report

The unpaid invoice report is very useful for credit control as it displays all notes made against the invoice in date order. The same information for quotes would be very useful in following up. To be able to see when the notes for all quotes se...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged