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IRIS KashFlow

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Pls. Can I filter invoices on the app I only want to see unpaid

me I would find it useful i just want to check the back and if it’s paid then open the app and mark as paid
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

Uploaded purchase receipt report

I would like a report that shows me which transactions have attachments uploaded for them and which do not. This would help me see which transactions we are missing receipts for. Presumably this is an easy report to add, with a value 1 for uploa...
Guest over 5 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Paypal Purchases - Ability to mauanlly change assign to a supplier for Purcashes on Ebay

With all Paypal payment made form a this paypal account , I would like to be able to change assign set payments to a set account IE E(Ebay) on a payment by payment Basis - as ebay payments come from Store names and it creates a new Supplier for ev...
Guest over 5 years ago in IRIS KashFlow / Payments 0 Acknowledged

Add CSV Importer Tool to Sales User Profile

I have users who I would like to give a unique Sales role to as they only deal with Customers Quotes and Invoices. But all of our invoices are imported using the CSV Importer Tool found in the Settings section of the menu and Sales role users do...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Nominal Ledger Favourite report

I run the nominal ledger report to see what is being spent to run the business outside of cost of sales. I find that I am always having to untick the same categories each time I want to run the report. It would be useful if you could save the sele...
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

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