IRIS KashFlow

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A way to have a more specific downloadable info into excel - based on data fields eg overdue date/amount

To download overdue invoices from Kashflow into an excel spreadsheet I would like to do this for a specific date range and possible for amounts over £1000 for example. At the moment this only seems possible for into a PDF.

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

1 VOTE

Add a program date for all entries

Is there a way to set the program date in Kashflow? For example today is 3rd June 2021, but my month end entries need to be set to latest 31st May 2021. It means I have to manually change the date back a month and then to 31st for EVERY transactio...

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

2 VOTE

Enhance Search functionality with filters

The search functionality is excellent. However, it would be nice to narrow it down sometimes with filter options around dates, invoice amount, and other parameters.

Katrina Boydon over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

2 VOTE

Have ability to file quotes so they disappear from list regardless of status

My quotes list gets longer and longer. Even closed quotes still appear in the list. Plus some quotes have a very long lead time and they don't need to be in the list. I would like them to remain associated in the customer record, of course. So, pe...

Katrina Boydon over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

2 VOTE

Allow customers to be sorted by date added and not only alphabetically

I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.

Katrina Boydon over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Consider bank transfer on the Unreconciled Bank Transaction Report

If the bank transfer has been reconciled then do not include on the report, if it hasn't been reconciled then include on the report.

Natasha Chryssafi over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Allow the "Sales" role in multi-user setup to add Projects

I don't know why you felt it necessary to close this role off to Sales people, but it's the one additional feature that would make the new multi-user functionality fully fit for purpose at our company. I cannot see what the risk/problem is with th...

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

1 VOTE

VAT reverse charge

Alot of our clients are querying the VAT reverse charge, saying it should read customer to account for VAT reverse charge - not customer to pay VAT

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

2 VOTE

Automated conversion of Paypal imports

It would be hugely convenient if my Paypal imports were automatically converted to invoices rather than having to do it manually. Can this be set up?

Guest over 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

1 VOTE

payment online button added to pro-forma invoices

When setting up a pro-forma invoice it would be helpful to be able to include the 'payment online' button in the settings. We use it in the standard invoices, but how do I add it to a pro-forma please?

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

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