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IRIS KashFlow

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Archived Product Codes / Sales Code to a separate tab

Currently when you untick the box to mark a product code or sales code as an archived item and not to appear in the active dropdown lists the product remains on the relative page amongst the other active codes. My proposal would be to add a button...
Ben over 3 years ago in IRIS KashFlow / Other 0 New

Supplier reference for expenses

Currently, you can create a quick epxense iusnig the Kashflow p[hone app, but this entry doesnt show any "supplier reference" details once in the main desktop version. therefore you have to open every expense to see what it is for ach time. ludicr...
Guest over 1 year ago in IRIS KashFlow / Purchases 0 New

Quote List Print and Export facility

Each month I need to analyse how many quotes we have converted into sales. Unfortunately the Quote List cannot allow print or export currently.
Guest over 3 years ago in IRIS KashFlow / Reports 0 New

improved Cost Centre functionality

Please can you improve cost centre functionality. Currently we have to use "Projects" which is very one dimensional & we can't even download P&L activity to include the project field. Very limiting unfortunately
Guest over 1 year ago in IRIS KashFlow / Projects 0 New

Add/calculate late payment fees to overdue invouces

Would be useful to be able to calculate and add late payment fees to invoices.
Guest about 5 years ago in IRIS KashFlow / Customers 0 New

Separate email address for statements

Most of our customers request invoices to be sent to one email address and statements to be sent to a different email address. Currently there is no option to select a different email address in kashflow (only one set for invoicing). It would be r...
Rachel Walker over 1 year ago in IRIS KashFlow / Customers 0 New

Sort out the Bank Import

Please sort out the bank import - use your contractual relationship with the developers to get this resolved. Every couple of days (or even less) I have to re-authorise the link to my bank account (Santander) - even though the Consent management p...
Rich Mellor about 5 years ago in IRIS KashFlow / Bank 3 New

Sent emails not stored in Mailbox "Sent Items" folder since switching to OAuth

Since switching to use OAuth authentication for sending email via Microsoft 365, the emails KashFlow is now sending via OAuth do not appear in the Sent-Items folder of our mailbox like they used to with SMTP. They are dropped into the Inbox, which...
Richard over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Accept worldpay payments in multiple currencies depending on the invoice currency

Depending on an individual account WorldPay can support multiple currencies to accept payments in, and so does KashFlow. Being able to recognize the invoice currency and match it against a WorldPay currency would enable invoices to be paid through...
Guest over 3 years ago in IRIS KashFlow / Payments 0 New

Main Menu - Capital 'I' for Purchase Invoices instead of poor grammar Purchase invoices???

Poor grammar, looks sloppy
Guest over 1 year ago in IRIS KashFlow / Purchases 0 New