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KashFlow Ideas

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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 about 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 about 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 about 4 years ago in IRIS KashFlow / Other 0 New

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 about 4 years ago in IRIS KashFlow / Purchases 0 New

Customer Report

Report to give the option to include ALL additional email contacts on customer accounts and not just the primary contact.
Guest about 4 years ago in IRIS KashFlow / Customers 0 New

ease of checking paid invoices - -1 screen view

Currently if I am checking a bunch of invoices to see if they are paid. You have to search the invoice number -- then the invoice appears with the customer name to the right but you have to click into it again to see if it's paid or unpaid. I k...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Can paid date be added to the project P&L reports along wiht the existing invoice date

Is it possible to amend the data fields shown on the project P&L. Currently it shows, Date, Reference, Narrative, Debit, Credit. It would be really helpful to have paid date also shown so I don't have to drill into each invoice to see it.
Guest about 4 years ago in IRIS KashFlow / Reports 0 New

Ability to report on quantity purchased

Currently there is no way of reporting on quantity purchased. Need a report to display (for a selected supplier) invoices line by line detailing quantity, amount per unit and cost.
Jason Everitt about 8 years ago in IRIS KashFlow / Reports 1 Acknowledged

Increase the number of invoices it is possible to raise in a month for the beginner package

this would be useful for starter businesses as in some months it is necessary to raise more than just 10 invoices, especially as the limit of 10 includes credit notes. It is too large a jump from 10 invoices permissible per month to the next packa...
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Attach scan of actual invoice to purchase invoices

We currently scan all our incoming invoices to an online document management system. It would be very useful in Kashflow to able to attach a .pdf file to purchase invoices and maybe receipts, etc to cash payments so that they can be instantly open...
Nick Robinson about 8 years ago in IRIS KashFlow / Purchases 1 Already exists