IRIS KashFlow

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be able to add companys bank details to customer statements

would make Statements much more professional looking - save time having to write an accompanying email with the Bank details on it

Guest over 3 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Invoice capture

The ability to capture invoices for easier upload - currently only an option from 3rd Party -making it a costly addition. Nearly all of the competitors offer this facility as part of the package

Guest over 3 years ago in IRIS KashFlow / Purchases 1 New

2 VOTE

Aged Creditors and Activity Reports at Project Level

We are a property developer with multiple development sites and we create a new Project within Kashflow for each development site. We always add a Project to each purchase invoice, however we then find it very difficult to extract information by p...

Michelle Bennett over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Main Contact for customers

When invoices are created, the main contact is included in the invoice address. If the main contact is changed for a client, the contact for all previous invoices is changed (so that when an old invoice is printed, the new main contact appears, ra...

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

2 VOTE

CSV Importer Bug - Selective Amnesia

Whilst using the CSV importer to migrate customers over to Kashflow I have found that the saved mapping function has selective amnesia. By that I mean sometimes it remembers the saved mapping files I made up the first time I used it, other times i...

Rob Smith over 7 years ago in IRIS KashFlow / Other 2 Will not implement

2 VOTE

Have a setting for 'Direct Debit' payments

Currently I have to choose 'Other' every time I make a payment by Direct Debit and then have to type in 'Direct Debit - it adds to the time of inputting and puts me off recommending Kashflow to anyone as I am sure there are software packages out t...

Guest over 7 years ago in IRIS KashFlow / Payments 0 Already exists

2 VOTE

Additional Column headings

It would be very useful to add additional column headings in the invoice template. Currently all you have is Qty, Description, Rate and total. I need to add further details like product names or codes to be included on the invoice.

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

PDF themes, you do not allow more than one logo this should be improved so companies can add footers so they can incorporate accreditation's

Companies clients/customers

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

2 VOTE

Improve Handling of Accented Characters

Whilst the Kashflow PayPal App seems to handle importing customers names with accented characters and correctly creates an invoice with address details of say: "Pedro Jesús de Benito " in the customer details view, I see Pedro Jesús de Be...

Rich Mellor over 7 years ago in IRIS KashFlow / Customers 2 Will not implement

2 VOTE

Duplicate imports

When importing sales invoices from clients system, if an invoice number is duplicated the system just renumbers, this is not useful, it needs a flag to say there are duplicates, or a report at the end to say the following have been renumbered by t...

Guest over 7 years ago in IRIS KashFlow / Other 1 Will not implement

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