IRIS KashFlow

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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 over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

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

2 VOTE

Statement Formatting

Can we have the ability to orientate the page of A4 to landscape as the template doesn't fit normal.

Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

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 over 7 years ago in IRIS KashFlow / Partner Apps 1 Acknowledged

2 VOTE

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 over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Search the banks on the comment and code fields rather than just date

it would be useful if you could search the banks on the comment and code fields rather than just date.

Guest over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Upload a file to support transactions

Raise a journal and you can upload any file type (.pdf, .xls, .doc etc) of workings to support your entry. Files can also be uploaded to support customer, invoice, supplier, purchase etc entries, but crucially not .xls (spreadsheet) files. No file...

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

2 VOTE

Being able to move the payments around in the bank section

This would make matching bank statements easier to match up with the kashflow bank statements. If you do not put in payments or purchases in the correct order to begin with it becomes very tedious trying to alter them one by one. If we could have ...

Guest over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

CIS reverse change not to be applied to the full invoice value

Not all items on a contractor's invoice are subject to CIS charge - eg parking. Other financial packages allow to differentiate the treatment

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

2 VOTE

Facility to assign an individual PDF template to Invoice, Estimate and Statement

We have designed new and different templates for our Invoices, Statements and Quotes (Estimates) - however you are only allowed to have one default PDF which means that everytime you send out one of the above your have to go into Options and chang...

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

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