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IRIS KashFlow

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Insert auto casting for journal adjustments

If possible, could you add an auto-casting feature on journal adjustments so that I don't have to keep tab on the debit and credit journal differences ? Thanks!
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

Purchase Order By Sales Code Report Improvement

I would like to see the Purchase Order by Purchace Code report updated to be work in the same was as the Invoice by Sales Code report - i.e. when you down load the CVS version of the report, for it to break the data down by purchase code, listing ...
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

The ability to upload Invoices supplied by Self Invoicing Customers

I run a Healthcare Business which where many customers Self Invoice - I then recreate Invoices on Kashflow - It would be simpler to upload and add a Kashflow reference.
Paul Roycroft about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

attach multiple invoices to same email address

It will be great to have feature to send multiple invoice to same customer in a single email directly from Kashflow.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

a checkbox to match billing and delivery addresses when entering an invoice or customer, otheriwse we have to enter twice unless in the UK.

For our European sales we have to enter the billing address and delivery address twice, even when the same, otherwise the delivery address defaults to UK which is messing up our reports.
Guest about 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Previously Loaded transactions screen

I would like to see some changes to the previously loaded transactions screen. This screen ignores the date settings entered for the import screen and ideally it could be filtered for this. It also shows transactions that date prior to the last re...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Use existing Gocardless agreements to collect payments

I've previously used Kashflow to setup invoicing and automatic payment through GoCardless, but it has it's limitations. When you setup the process through Kashflow, you have to stipulate how much the maximum direct debit available to take is. For ...
Guest about 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

Ability to add line totals inclusive of VAT in mass import

Improve the template upload facility so that you can upload line totals INCLUSIVE of VAT. At the moment one can only mass import totals net of VAT and then nominate a VAT amount to be added. This is quite and issue for many businesses like mine th...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Ability to assign a project number to a nominal code so that all transactions in that code are treated as part of that project

We need to account for income/expenditure against grants provided to our charity and use projects for that purpose. Some incomes e.g. payments for after school coaching courses are assigned to one nominal heading. It would be useful to be able to ...
Nick Robinson about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Ability for the search on KashFlow to pull information from the notes field on clients/customers etc

The 'Search' function searches all your KashFlow details including customers, invoices, suppliers, receipts and any external references such as purchase order numbers or customer reference numbers. You can also type in an amount here; invoices or ...
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged