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IRIS KashFlow

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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 about 7 years ago in IRIS KashFlow / Other 2 Will not implement

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 about 7 years ago in IRIS KashFlow / Payments 0 Already exists

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

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 about 7 years ago in IRIS KashFlow / Customers 2 Will not implement

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

Automatically changed quotes to expired when expiry date is reached

It would be really helpful, rather than having to manually change their status, also if it could alert you to when it is due to expire for example a couple of days before - this would help managing client quotes and altering when to follow up or c...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

To have the function to send multiple copy invoices on one email

This would be helpful when a customer requests multiple copy invoices and they can be sent altogether.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Statement Formatting

Can we have the ability to orientate the page of A4 to landscape as the template doesn't fit normal.
Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

PayPal App Improvements

You have two methods of importing PayPal records. Yodlee (which is the method which appears on the Bank screen for the PayPal account) and the Kashflow PayPal App. If you enable the Kashflow PayPal App, whilst it can be accessed via the Dashboard ...
Rich Mellor about 7 years ago in IRIS KashFlow / Partner Apps 1 Acknowledged

Bank indexing issue

The indexing issue is when the transaction imported from your bank into the bank in cashflow and they have transactions on the same date ie 01/11/2017. They can be in any random order not the same as the bank statement. Presume this is because the...
Guest about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged