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IRIS KashFlow

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add invoices to projects

It would be much easier if there was a way to assign a transaction when reconciling through bank feeds, to a project straight away. rather than reconciling then finding the purchase under a supplier and then assigning to project.
Guest about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Allow default VAT rates per Customer Location (IOSS)

At the moment, VAT rates default to the rate set for each item. Unfortunately, since July 2021, this is no longer applicable for sales to an EU country, where the VAT rate is linked to the country where the buyer is based. Despite suggesting chang...
Rich Mellor about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Warning! Bank Feed Is Not Reliable

We have wasted countless days/weeks/months trying to fix problems that bank feed has caused by its automatic matching algorithm after discovering it was mis-allocating or hadn't allocated even when we told it to or showed something as matched when...
Rob Smith about 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

search purchases by amount?

to be able to search purchases by amount - aids reconciliation
Guest about 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Add a "Pay Now" button to Quotes

Is it possible to get the "Pay Now" button inserted into the "Quotes" email sent to customers please. This way we don't have to issue a quote, then issue an invoice - they could just pay off the "quote" and Kashflow can change the quote to a paid ...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add fields

Hello, I have a client that owns an auto service. He asked me how can he add some fields to be completed on the Invoices and I've sent an e-mail to customer services and they told me to give you the idea here. He requires some fields like 'registr...
Express AccounTax about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Ability to view log on details of Kashflow Account - Security Issue

I have been told by support that it is not possible to view log on/transaction/log out details of access to your Kashflow account.I feel this is extremely necessary from a security point of view. As an Admin User I should be able to log in my Kash...
Guest about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

When using a mobile, better functionality in creating invoices

At present it is not possible to add Advance Payments to a newly created invoice when working on a mobile device.
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

When entering "Add Payment" the date is automatically copied from the "Issued Date" to save time entering payments.

It would simply save time entering the payments, which I do at the end of each month. Therefore any receipts from parking, for example, dated 25/09/2018 must be entered under the "Issued Date". When I then click "Add Payment" I then have to re-ent...
Guest about 6 years ago in IRIS KashFlow / Payments 0 Acknowledged

Credit Control for Individual Customers

It would be useful to be able to select automated credit control for specific customers. At the moment it's either all the customers or none.
Andrea Hall about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged