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IRIS KashFlow

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Have supplier/customer code on batch payments page

It would be more useful to have the customer/supplier code on the batch payment page, rather than the name (if you can I can't find the option) as Many customers and suppliers have similar names on numerous accounts (different branches, subsidiari...
Guest about 7 years ago in IRIS KashFlow / Payments 0 Acknowledged

Manage Stock - allow ability to order Stock Code columns

When looking at the product list on manage stock, it is almost impossible to work out what should be the next stock code you want to use (presumably also affects Sales Code and Purchase Code) - the items are sorted by name only (I think) - it woul...
Rich Mellor about 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Create Invoice - Change sort order on Sales Code / Product to show most recently used at top

No-one likes to scroll through a long list of items in a drop-down every time. It would make creating an invoice much easier if the most recently used sales code / products appeared at the top of the drop-down rather than having to search every ti...
Rich Mellor about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automatically Created Invoices - existing customer details

As part of the Kashflow PayPal API import, you can ask it to automatically create invoices for customers as it reads the data from PayPal. However, the customer billing address and shipping address are as supplied by PayPal (normally only one addr...
Rich Mellor about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Problem with Kashflow PayPal App - Countries

When you use the Kashflow PayPal App to automatically add customers who are not already on the system, the country field is added twice to their contact address for some reason, eg you get: Fred Sinclairrue d'enjou, 1ParisFRANCE23222France There i...
Rich Mellor about 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Help New Users to Migrate From Other Systems

I found your useful guide to creating opening balances (eg when migrating from another accounting system); although creation of a Journal is confusing as you need to know whether entries should appear as a debit or credit in the suspense account. ...
Rich Mellor about 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Text substitutions for e-mails on the Total value to not include the '£' symbol

I was customising the email template with text substitutions and wanted to use [TOTAL] but not show the '£' sign so it can be used to add to payment links such as Paypal etc.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Option to automatically email repeat purchases.

As with repeat invoices it would be good to have the option to automatically email repeat purchases. It helps suppliers. I my case subcontractor doing regular work
Guest about 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Bulk Payments to the top of the bank section

When you currently add a bulk payment it automatically adds it to the bottom of the day instead of the top. No matter what you cannot alter where the bulk payment was actually paid. This makes this bank statements not match the kashflow ones.
Guest about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Sales Order Report Export

There is already a sales order report in https://app.kashflow.com/#reports/quotes. Can we get a download CSV button please to be be able to sort and filter etc.
Rodger Random about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged