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IRIS KashFlow

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the option to change the names of the fields in the invoices

the option to change the names of the fields in the invoices - for example some customers feel that TOTAL (which gives the NET figure) is misleading. I can change the names in the email or print version but not on the invoice
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

There is a conflict with on line and direct debot

There is a conflict with online payments and customers set up as direct debit payment customers.currently the online payments button if set up applies to all accounts.clearly this would be a conflict for those who pay by direct debit i would like ...
Guest about 8 years ago in IRIS KashFlow / Payments 1 Already exists

The ability to upload Invoices supplied by Self Invoicing Customers

I run a Healthcare Business which where many customers Self Invoice - I then recreate Invoices on Kashflow - It would be simpler to upload and add a Kashflow reference.
Paul Roycroft about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

attach multiple invoices to same email address

It will be great to have feature to send multiple invoice to same customer in a single email directly from Kashflow.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Report rounding

Please can we have the facility to produce P and L and Balance sheet without the pence? All reports to HMRC ect require them to be rounded up and it looks messy!
Guest about 8 years ago in IRIS KashFlow / Other 0 Will not implement

Bank Feeds > Import: there needs to be an email option or CSV download option for accountants to get explanation for transactions from clien

Bank Feeds > Import: there needs to be an email option or CSV download option for accountants to get explanation for transactions from client.
Guest about 8 years ago in IRIS KashFlow 1 Already exists

a checkbox to match billing and delivery addresses when entering an invoice or customer, otheriwse we have to enter twice unless in the UK.

For our European sales we have to enter the billing address and delivery address twice, even when the same, otherwise the delivery address defaults to UK which is messing up our reports.
Guest about 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Previously Loaded transactions screen

I would like to see some changes to the previously loaded transactions screen. This screen ignores the date settings entered for the import screen and ideally it could be filtered for this. It also shows transactions that date prior to the last re...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Use existing Gocardless agreements to collect payments

I've previously used Kashflow to setup invoicing and automatic payment through GoCardless, but it has it's limitations. When you setup the process through Kashflow, you have to stipulate how much the maximum direct debit available to take is. For ...
Guest about 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

Ability to add line totals inclusive of VAT in mass import

Improve the template upload facility so that you can upload line totals INCLUSIVE of VAT. At the moment one can only mass import totals net of VAT and then nominate a VAT amount to be added. This is quite and issue for many businesses like mine th...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged