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IRIS KashFlow

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Amended sequence of matching invoices/purchases in bank feed

At the moment the bank feed feature tries to match imported entries to invoices/purchases before applying the user-defined matching rules. This leads to a lot of mis-matched entries that would have been applied correctly had the user-defined rules...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Label printing of multiple customer addresses to Dymo printer

I really need to be able to print address labels from within Kashflow so I can send magazines to many advertisers.In Sage it was very easy to do - select multiple customers, press "Labels"- job done!
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Unlock purchase code after vat return

Great that the software is updated so that entries that are locked for VAT can now be amended on Partner/project and description, but why not category as well? Going over end of year, it is clear that some purchase items have been wrongly coded bu...
Guest over 5 years ago in IRIS KashFlow 0 Released

0% & N/A Tax Report Comments

I have discovered that if you use the Comment line on the Purchases, this report will bring up the comment line and list it as 0% or N/A on this report. I use the comment line to differentiate between branches of our company. Therefore when I used...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Released

Could the Transaction list be ordered by 'Date' but default?

The point of the Transactions page is to provide us with a snapshot of invoices and payments, rather like a Statement. Having the payments as separate entities is a useful addition to 'old' Kashflow. However, it's currently ordered by number, ...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Released

Improve Invoice Management Workflow

I often list invoices overdue and want to review the invoice history of a customer before I send them reminders or call them direct. Clicking the customer name in the invoice list takes you to the Customer | Profile tab it would be better to recog...
Charles Hewitt over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Released

KashFlow Review

The functionality and price plans of Kashflow make it a good choice for freelancers and small to medium-sized enterprises. The mobile app Kashflow is available for Apple products (iOS 8.0 and higher) and Android (varies). Kashflow is ideal for UK ...
Ravi Kunvariya over 3 years ago in IRIS KashFlow / Reports 1 Released

More Filters When Making Batch Payments

The Batch Payment Function is useful, but could do with a few improvements that would make the solution much more efficient for users: 1. Allow more than 100 purchases per batch payment (200 or 300 would work much better for us as a business) ...
Guest almost 7 years ago in IRIS KashFlow / Payments 0 Released

in batch payment have a button to load 50- 100-150 invoices in one go

Rebecca - Easybook Training Jan 25, 12:04 GMT Good Morning, We have just gone over to the new kashflow system and I am having trouble when trying to do a batch payment. The old system used to load all the invoices unpaid I one go, the new system ...
Guest almost 7 years ago in IRIS KashFlow / Payments 0 Released

Add a 'Sent' or 'Completed' tick box to allow me to identify exactly which invoices have been completed and sent out (but not necessarily emailed).

I generally print out invoices when they are complete and send them by post. I would like to be able to mark which ones have been sent to avoid them not being forgotten - currently there is no way of telling from the software which invoices are co...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released