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IRIS KashFlow

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The extent of Reporting on KashFlow

Some of the reports are not detailed enough. I can mention one such report. The Nominal Ledger report; this report should be more detailed, it should also contain a break down of the individual account by product code. e.g. Account = 7000-Programm...
Guest almost 4 years ago in IRIS KashFlow / Reports 0 New

Produce a packing slip from Quote

In order to create a packing slip, a quote must first be converted into an invoice. This instantly gets added to our creditors list which would be fine if we were a retail outlet, however, we use the packing slip as a substitute for a job sheet an...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Bug: Stripe Payments. Invoices being sent using the wrong currency.

Stripe has two currencies: Invoice currency - As presented to the customer. Bank currency - Payment made to your bank account. They are independent of each other. Conversion is made within Stripe. The bank currency is set in the Stripe dashboard.K...
Stuart almost 4 years ago in IRIS KashFlow / Payments 0 New

Fix misleading/incomplete Knowledge Base article

When using a card processor, payments to your bank account are batched and/or with fees removed. (I'm using Stripe - other providers may differ) When a customer pays a Kashflow invoice using the link to your card processor, that payment then gets ...
Stuart almost 4 years ago in IRIS KashFlow / Payments 0 New

Overdue Invoice report in excel format

Please can you add the option to download the overdue customer report in excel format - it is not practical to print off numerous copies each and every time I need this report
Audra Ratcliff almost 4 years ago in IRIS KashFlow / Reports 0 New

Kashflow Needs to be Browser Agnostic

I have used old Kashflow for many years on my Firefox browser. I have recently upgraded to new Kashflow, which worked for 2 days. I now only get a blank screen. Having contacted support the response was, that Kashflow is only supported on Chrome. ...
Guest almost 4 years ago in IRIS KashFlow / Other 0 New

Total value of quotes under catagories/flags

It would be usefull to see the total value of quotes sent or pending a customer decision and total value of quotes won or lost etc. In other words you would be able to see the total value of quotes under a specific category/flag so that you can tr...
Guest over 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Reports to view revenue by Account Manager

In a lot of businesses Account Managers are paid bonuses for how much revenue they bring into the company. There is a field in KashFlow that allows us to add the Account Manager to the client account but this doesn't allow us to run a report that ...
Guest over 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

Link a subcontractor (supplier) to a customer

I'm an agent matching subcontractors to customers for projects - there's currently no way to automatically link subs automatically to their customers. This means I have to create all the records manually through projects. I'd like to be able to ch...
Guest over 7 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Purchase Orders to include items for multiple projects

Don't restrict purchase orders being allocated to one project. Allow purchase order line items to be allocated to multiple project numbers.
Guest almost 4 years ago in IRIS KashFlow / Purchases 0 New