IRIS KashFlow

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Have an app like Zapier which allows integration of eBay purchases into Kashflow purchases

Rather than having to manually input eBay purchases, it would be useful if Zapier, or a similar app could sync eBay purchases to Kashflow purchases. I think I recall the PayPal app did / does this?

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

2 VOTE

Re-instate the Product Code column in the P&L report drill down

When a P&L report produces "Unassigned" items and you click through to the report, you get a list of all items, not just the unassigned ones. You used to get a column in the report showing the product code as well which then makes it easy to i...

William Garton-Jones over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

2 VOTE

Please can we be able to Download the Unreconciled Bank Items to csv

This would be great for management accounts as currently I have to manually enter this all into our accounts on excel

Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Add extra box under customer profile additional contact

The ability to send a customer sales order to a selected contact. I.e. on the customers profile tab, under Additional Contact, add a new tick box below "Receive Invioces" labelled "Receive Sales Orders". This is very useful if your client requires...

NKB over 3 years ago in IRIS KashFlow / Customers 1 Acknowledged

2 VOTE

Remove archived bank accounts from dashboard

The dashboard is intended to give you a quick overview of where you stand but its currently quite crowded. Is there a way to remove archived bank accounts from dashboard so we're not wading through accounts that are not needed anymore? It would ne...

Guest over 6 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

1 VOTE

Overdue invoices bulk sending

when bulk sending overdue invoices, please create a function where you can select which email template to use. Currently it sends the default email which in my case is a standard here’s your invoice email, with overdue invoices a more direct tone ...

Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Call credit note what they are

When i email a credit note it should say CREDIT NOTE no... Not invoice no.. A few cusomers have complained about this

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

PDF Themes

Enable longer than A4 length pdf theme (or two A4 pages) to accommodate longer items descriptions in Invoices & POs.

Guest over 6 years ago in IRIS KashFlow / Purchases 1 Already exists

2 VOTE

In the Transactions page in customer section, add the option to view 'lifetime' activity

Can you add the option in the customer transaction activity section to have a 'Lifetime' option in the drop down menu when your selecting the time period to view as it's time wasting to have to add the start and finish dates when I just want to se...

Guest over 6 years ago in IRIS KashFlow / Customers 0

2 VOTE

Associate an Invoice with a Contact

Great - we can now have multiple Contacts for a Customer Now can we associate an Invoice (and Quote) with a particular Customer Contact - this would mean the Invoice is marked in some way as being associated with that Contact, emails to the Cust...

Charles Hewitt over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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