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IRIS KashFlow

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Unable to activate csv uploads

When trying to activate CSV bank feeds a message appears at the top of the screen "primary contat email is blank or null" . Having checked the primary contact details and seeing it does have a valid email I contacted support on line. They just wan...
Guest over 5 years ago in IRIS KashFlow / Bank 2 Acknowledged

Paypal import & VAT registered customers

In options for each customer, you can specify "add this VAT number to every new invoice". Unfortunately, if it is the PayPal import which creates the new invoice, that VAT number setting is ignored. This should be added to these automatically crea...
Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Reformat page for Online payment icon on invoices

clientservices Sep 27, 13:34 BST This is an email I sent to my accountants with regards to an issue with payment of Online invoices. Has Kashflow been updated recently? I have just set up a test invoiced and emailed it to myself and opened th...
Guest over 5 years ago in IRIS KashFlow / Payments 0 Acknowledged

Sort by Unpaid should show the unpaid total

On the old UI if sorting by 'unpaid' it would then show the total of the unpaid amounts on the invoices. It was very useful for a quick overview of the total amount unpaid on all of the invoices. It now just shows the Total of all invoices but als...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Add a Project to multiple invoices

Specific projects (these are teaching courses in our system) are paid through paypal, all courses have a unique title that can be searched e.g. searching for "14th" brings up all the delegates who have paid for the "Uropathology EQA meeting and 14...
David Griffiths over 5 years ago in IRIS KashFlow / Projects 1 Acknowledged

Archive old quotes

My quotes list has about 200 quotes in, it would be great if you could archive them to hide them from the main list as i dont want to delete them as often a customer will come back a year later refering to a quote i thought was dead. this way i co...
Steve Taylor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Global Project Report to contain all p/l categories

I would like to have a report that gives p/l by project. At present, I have over 40 live projects and to run a p/l report means that I have to go into each one, run a profit and loss report, download it the data. Then transfer that to a main sprea...
Alison Bryan over 5 years ago in IRIS KashFlow / Projects 1 Acknowledged

Add sample picture with product

I would suggest to add an option that allows suppliers to add a sample picture with every product that is added on Kashflow. it would be helpful for the customers as they could see what they ordered. Sometimes, the customer doesn't know in particu...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

link project data between Kashflow and Calendar (ical) etc

I use projects for all my work and find that I'm entering the project details in Kashflow, project name, customer, start and finish date etc and then all this same data i put on my online calendar (ical) which syncs with my phone etc. It would be ...
Guest over 5 years ago in IRIS KashFlow / Projects 0 Acknowledged

caould you please add the feacture of being able to mark paid on an invoice via you app. being a sole trader it is a complete hassle to have to go into the office at the end of a day just to mark paid !

as above , it would save so much time if I could just mark paid on an invoice via the app as I get paid at point of sale at 90% of my jobs, rather than having to go in to the office , start the computer up , sign in , then load your web page , the...
Guest over 5 years ago in IRIS KashFlow / Payments 1 Acknowledged