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IRIS KashFlow

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Ability to attach Scanned Invoices to purchaces

Ability to attach Scanned Invoices to purchaces
Guest over 5 years ago in IRIS KashFlow / Purchases 0 Acknowledged

To be able to attach a Terms & Conditions document (as a pdf) to quotes

It gives customers all the information they need in one email
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Read only access if you move onto new software

If the company grows and choose to move onto different software read only access to the kashflow account would be incredibly useful for the year end accounts and if any questions crop up in the future.
Guest over 5 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Add 'Last Quarter' button to bank transaction view

As a small business owner I'm always doing my vat return during the month after the end of the quarter. Therefore I thought it would be useful to have a button when viewing my bank account transactions that is for 'last quarter' - there's a button...
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

Show Custom Customer Fields on the main Customer Profile tab

Would it be possible for you to move / show the Custom Customer Fields (https://app.kashflow.com/customer_customFields.asp?custid=-1) on to the main profile page, once they have been defined? For example, if I create a custom field called "Company...
Guest over 5 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Enable option to us same reference for quotations and invoices do avoid duplicate references.

Will avoid duplicating reference numbers for quotations and invoice.
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

integration with Senta please!

QBO, Freeagent and Xero are all integrated with Accountancy Manage and Senta now. KashFlow is not which is a gap in your offering. Please integrate with Senta as a priority!
Guest over 5 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Data download for large follow up campaign

Hi there, I was looking for a way to download customer data for those customers who have quotes. When we finish a job we turn the quote into an invoice so the quote disappears from the list of quotes. It would be good to be able to download custo...
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Typo in Taxes, View Return Detail > Details

https://app.kashflow.com/#taxes When clicking the small arrow, it reads "View Return Detail" in the menu but should be "View Return Details". The page it's linked to is also titled correctly "VAT Return Details".
Guest over 5 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Bulk import Expenses on a CSV file

I am new to Kashflow and our buisness runs on a very basic level. We have been forced into using accounting software due to the new MTD requirement imposed by the HMRC. We presently collect expenses information using a basic Excel format which inc...
Guest over 5 years ago in IRIS KashFlow / Purchases 0 Acknowledged