IRIS KashFlow

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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 over 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

1 VOTE

Capture purchase invoice details & upload

This is a facility offered by many other providers as a basic feature. The only way of adding it to Kashflow is by paying through a 3rd party making it too costly. This will save alot of time entering purchase invoice details and saves having to k...

Guest about 3 years ago in IRIS KashFlow / Purchases 0 New

2 VOTE

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 over 6 years ago in IRIS KashFlow / Payments 1 Acknowledged

2 VOTE

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 over 6 years ago in IRIS KashFlow / Bank 1 Acknowledged

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 over 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 over 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 over 6 years ago in IRIS KashFlow / Mobile Apps 0

1 VOTE

An automatic login. I have to switch from EXCEL spreadsheets to Kashflow and have to login to KashFlow each time. I am conscious of security but only me uses this computer so a bypass to the login procedure would be helpfule

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Guest about 3 years ago in IRIS KashFlow / Other 0 New

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 over 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 over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

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