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Export Payments

Require ability to export (.csv); Customer Code, Payment Date, Payment Value as a report.If I can filter this by nominal code even better. Essentially the ability to export customer payments so I can reconcile them in a separate system.
George Ross about 4 years ago in IRIS KashFlow / Payments 3 New

Hi, Just an observation - it would be really helpful if the supplier batch payment total would come in the search facility. Currently you have to go to the supplier, search the statement and then go into an individual and click edit to find the amount when doing a bank reconciliation. Unless there is an easier way?

This would be quicker to reconcile your vat quarterly accounts
Guest about 4 years ago in IRIS KashFlow / Other 0 New

Incorporate an up/down arrow when scrolling in the client's bank account

Is there anyway you can incorporate an up/down arrow when scrolling up and down in the client's bank account? It is difficult to be precise at times, especially when there are loads of transactions.
L Barker about 4 years ago in IRIS KashFlow / Bank 0 New

Presentation of P&L

The purchases in individual project P&L to be presented according to account code instead of in alphabatical order
Guest about 4 years ago in IRIS KashFlow / Purchases 0 New

Company switching to be Optional to any role (or user)

We use the roles within Kashflow very effectively. would be useful for our "sales" or "basic" users to have the switching functionality multiple logins is confusing and time consuming for these individuals.
Stephen Elliott over 4 years ago in IRIS KashFlow / Uncategorised 0 New

Another subtotal showing VATable amount only

We have a customer who wants us to be able to invoice her with VATable amount showing as a subtotal on her invoice as well as the NET amount . Some of the items we sell are non - VATable e.g. comic books and when she enters invoices on to her acco...
Andrea over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Adding a new title (Mx) for an employee identifying as Non-Binary

Currently employees who identify as Non-Binary have no title that can be used. It is a requirement that a title is selected to enter an employee. Please can you add Mx and ideally also provide a tick box to cover this or make it voluntary as to wh...
Guest over 4 years ago in KashFlow Payroll 1 Acknowledged

Monitor individual transactions from Stripe

We only get a weekly report from Stripe and it's difficult to see who has paid and for how much. We can monitor individual transactions from PayPal through Kashflow it would be very helpful if similar function was available for Stripe/credit card ...
Guest over 4 years ago in IRIS KashFlow / Partner Apps 0 New

Add an API that can link Kashflow with Bitrix24

Hi, I have been using Kasflow since 2007 ( I think) and have found it practical. One thing I'm missing is to integrate KF with any sort of good CRM system. So I recently joined Bitrix24 which is suitable for my business. I want to suggest that KF ...
Guest over 4 years ago in IRIS KashFlow / Partner Apps 0 New

Add search function to products in the App?

Hi when adding a line item to an invoice/PO/quote whilst using desk top there is a search function for products, this is not available when adding line items in the app making it unusable. We were hoping to use an ipad as our POS using Kashflow an...
Guest over 4 years ago in IRIS KashFlow / Mobile Apps 0 New