IRIS KashFlow

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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

1 VOTE

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

2 VOTE

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

2 VOTE

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

2 VOTE

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

2 VOTE

Can we add onto the system to remove all prices so i can give this to my engineers

remove prices o the quotes so I ca give this to my engineers to take onto site

Guest about 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

2 VOTE

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

2 VOTE

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

2 VOTE

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

1 VOTE

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

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