Being able to download reports from the system when moving to another software package (because Kashflow is no longer adequate)
Our client has been unable to download transactions assigned to a project.
Instead, our client has to pay £15+VAT ...
I think it would be good if you could email clients directly within the software to avoid going to third party applications. Almost like having the ability to have a conversation within the platform
I would like a feature so overdue invoices are sent out automatically after 30 days or whatever timescale I set. And then to automatically send it the final demands etc.
Chris Wilkes (KashFlow Support) May 28, 2022, 19:22 GMT+1 Hi Iain, Thanks for getting in touch. I am afraid that at the moment this feature is not something that we are able to offer. This does seem like a good idea though so it would be great if ...
Warning if more than one person accessing the account
Would it be possible to have some sort of warning if another user is logged onto Kashflow? For example, if a client making changes whilst the accountant is logged in?
Bank Import - Match against Partially Paid Invoices
I had a problem when I made one payment from my bank account against two invoices - one invoice was already partially paid. Whe match routine ONLY shows the total amount of each invoice you can assign the payments to - so you need to know how much...
Rich Mellor
about 7 years ago
in IRIS KashFlow / Bank
0
Acknowledged
On kashflow you used to be able to export customers details as vcards and i have been informed via support that this feature has been removed as it was not very popular. I would like it to be reinstated as it is very useful feature.
Bank import matching screen to just show amount still outstanding
When matching a bank import against multiple invoices it would be useful if it just should the amount outstanding, and not the full original invoice amount.
Hi guys,
Is there any way to change the order of Rate, Total and VAT on both, quotes and invoices?
Each time I send an invoice it shows the Rate, Totals and VAT last, which is a bit strange to see the totals before the VAT.
Can you change it to...
There is an issue with the PayPal import (well several really which are extremely annoying). However, this one cropped up yesterday when I imported some PayPal transactions including a payment to a third party in euros. I paid (say) £10 converted ...
0
Acknowledged
