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IRIS KashFlow

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Change to dropbox integration

Any individual entity with more than one Kashflow account. will benefit from this. Currently Kashflow creates a dropbox folder Apps>kashflow. If you have 2 or more kashflow accounts all files will still be stored in the one folder and therefore...
Alan Moore over 7 years ago in IRIS KashFlow / Partner Apps 1

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

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

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

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