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IRIS KashFlow

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A Report to account for Paypal charges

Paypal transactions can be imported fine, with the fees. But we can't find out how much they all add up to with a Report. They get assigned a bank code so it should be quite straightforward, all the best Ash
Ash Pearson about 3 years ago in IRIS KashFlow / Reports 0 New

Bank Import - Match against Partially Paid Invoices

I had a problem when I made one payment from my bank account against two invoices - one invoice was already partially paid. Whe match routine ONLY shows the total amount of each invoice you can assign the payments to - so you need to know how much...
Rich Mellor about 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

export customer details as vcards

On kashflow you used to be able to export customers details as vcards and i have been informed via support that this feature has been removed as it was not very popular. I would like it to be reinstated as it is very useful feature.
Daniel Plummer about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Quotes & Invoices

Hi guys, Is there any way to change the order of Rate, Total and VAT on both, quotes and invoices? Each time I send an invoice it shows the Rate, Totals and VAT last, which is a bit strange to see the totals before the VAT. Can you change it to...
Blue Personnel about 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

PayPal Import - Payments in Different Currency

There is an issue with the PayPal import (well several really which are extremely annoying). However, this one cropped up yesterday when I imported some PayPal transactions including a payment to a third party in euros. I paid (say) £10 converted ...
Rich Mellor about 6 years ago in IRIS KashFlow / Payments 1 Acknowledged

PayPal Import - Assign Transactions

When you import data from a bank feed, you can assign each transaction to existing invoices and purchases. However, for some reason, when you use the Kashflow PayPal import, there is not this option and you can only create new invoices / purchases...
Rich Mellor about 6 years ago in IRIS KashFlow / Bank 1 Acknowledged

To remove product column on sales invoices

A lot of clients using KashFlow do not sell specific products. Having the option to either show the product column or to hide it would be useful.
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Simplify csv file import for non-Kashflow created invoices

Any organisation that needs to import non-Kashflow generated invoices which contain multiple VAT lines, ie, 20% and 0% VAT. The current import system requires an individual line import, per VAT line, however, if the category headings were change...
Guest about 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

The ability to add expenses incurred as a line item on an invoice to a customer

It's quite common for expenses incurred to be recharged to an end client and currently in order to do this in KashFlow all of the information has to be re-keyed manually on to the invoice. It would be very useful to have an option to select expens...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Make phonecalls from mobile app

Hi - The Kashflow mobile app is actually quite good but has one stunning ommission which is that when you look up customer details in their profile you cannot simply click on the phone number to call them - its a real 'ooops!' moment for a mobile ...
Rob Smith about 6 years ago in IRIS KashFlow / Mobile Apps 0