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IRIS KashFlow

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being able to edit invoices after the transaction lock date

Changing invoice numbers and dates after transaction lock date. A customer has not yet received invoice but paid in advance, we up date the records and are unable to because the bank has been reconciled. I understand we should not be editing payme...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Column Totals within bank accounts

On the transactions page of the bank accounts you have a column for 'in and a column for 'out', but there is not a total for either column. This would be really handy so that at a glance you can see how much has come in and out, not just the indiv...
Rob Smith almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Make Bank Matching look at invoices it has previously matched but which are still only part paid

Once Bank Matching has allocated an invoice it doesn't include it in future matches even although that invoice might be unpaid - I have several hundred customers paying by standing order (ie the same amount every month from the same invoice) and c...
Rob Smith about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Convert quotes to more than 1 invoice for receipt of deposit purposes

We work on a deposit and stage payment accounting system and would like to be able to convert the original quote to separate invoices at the different stage of the work i.e. deposit then next stage and final payment. This is to ensure there is not...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

EU IOSS VAT Scheme

So from 1st July 2021, the EU expects ALL businesses to register for IOSS and collect VAT according to the location of their customer - although this is strictly optional. Kashflow still fails to deal with sales from the UK to the EU correctly - w...
Rich Mellor over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Quick Updating Product Codes after creation/import

I have seen a previous idea submitted for the ability to update prices of product codes by importing a new CSV as this was rejected due to the possibility of data problems and duplicated data Issue : When you have over 1000 products, and the su...
Ben about 7 years ago in IRIS KashFlow / Purchases 0 Planned

Import unpaid invoices list to Excel

Currently you can only download to PDF
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Export email addresses to mailchimp contact list

A way to export the email addresses from each of my customers into my Mailchimp account. Both individually and also extracting ALL email addresses without needing to do it one-by-one.
Guest about 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Quick "+ Add Line Items" - Multiple Lines

Would it be possible to add a extra option/button/bell/whistle to the Purchases/Invoices option to help add product lines. Issue : Current option allows for only single lines/comments to be added per click. This takes a lot of time and effort w...
Ben about 7 years ago in IRIS KashFlow / Purchases 1 Acknowledged

Highlight Invalid Entries - Product Specified is Invalid

Would it be possible to have the system highlight either by text colour, or by cell highlighting an invalid entry. As the "Product Specified is Invalid" warning is of little help. Issue : A product code was changed to a different location, this...
Ben about 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged