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Kashflow Reports

When I check the TB report in Kashflow, there are 2 options. One we can click with opening balance & we can get the opening balance for P & L items as well. That's incorrect. the 2nd option is If we select without opening balance, balance ...
Guest over 4 years ago in IRIS KashFlow / Reports 0 New

Archived Customer in Seperate List

Is there away you can put Archived customers into a separate list so we can still access them if needed, I need to download a separate list but cant so this would make life easier so we can still find them easily.
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

Cash flow projection/ forecast feature based on Kashflow data

most small businesses that go under do so because of cash flow issues. we produce our own forecasts laboriously in excel. it would be much better to be able to just let Kashflow take all the existing data and and to be able to produce forecasts ba...
tom hildell over 4 years ago in IRIS KashFlow / Other 0 New

Desperately need intregration with WooCommerce

We need such a simple integration to move sales from online shop into KashFlow for accounting (without creating a new customer every time). Additional integration for product, order number etc would be great but even something simple would be good...
Ian M over 4 years ago in IRIS KashFlow / Partner Apps 0 New

Option to convert Quotations to Sales Orders as well as Sales Invoices

It would be really helpful to have the option to convert the quotation to a Sales Order which we can add our T & Cs to and get Clients to sign. Then on completion of works convert the sales Order to a sales invoice. We supply and fit bathrooms...
Phil Read over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Reports

When I select the Nominal Ledger Reports with Opening balances, Sales , purchases & expenses also comes with Opening Balance. my suggestion is to give option for each & every item whether to select Opening Balance or Not. Then If i select ...
Guest over 4 years ago in IRIS KashFlow / Other 0 New

Purchase Order Access & Display Originator

Really pleased to see that there is a purchase order (PO) module. Would like to see that there is a user access category just for POs meaning that the user would not be able to convert these to purchase invoices. Some of my clients are still unabl...
A F over 4 years ago in IRIS KashFlow / Purchases 0 New

kashflow indicates incorrect information when Gocardless dd is mandate is pending a second signature

I think there needs to be some indication in Kashflow that if a payment is not paid via dd through Gocardless due to second signature mandate being incomplete and dd is pending approval then the invoice should not show as paid in kf. .
Guest over 4 years ago in IRIS KashFlow / Payments 0 New

Daily sales report (line graph)

No description provided
Guest over 4 years ago in IRIS KashFlow / Reports 0 New

API reporting for Pensions schemes

It would be great to have a report button to send Pension info to our pension schemes. I have a NEST pension scheme and it would be handy to just send the info to them by clicking a button I the same way as reporting VAT.
Guest over 4 years ago in KashFlow Payroll 0 Acknowledged