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Multiple customer branches

I have several customers who have many branches. Each branch orders and the order is packed and shipped to the individual branch. The invoice goes to either the branch for approval or the head office, but all payments are made centrally at Head Of...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

file:///C:/Users/User/Downloads/vat-return-of-trader-details.pdf

Hello - My accountant tells me I need the below reportfile:///C:/Users/User/Downloads/vat-return-of-trader-details.pdf Can you advise if this possible and if not if / when could it be done. thanks fleur
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Sales Order Ledger

Sales Order Ledger, We receive orders from potential customers, review order, send quote, quote is accepted, goods are made, goods delivered, invoice sent. We would like to view all orders at a quick glance, see for which orders a quote has been s...
Guest almost 8 years ago in IRIS KashFlow 0 Acknowledged

Copying invoices

When copying invoices you get an option to copy t 5 different headings, why not have sales copy to sales and purchase to purchase, may be have a button to request more options, but why would I want to copy a purchase to a sales invoice? he most li...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

It would be great if we could convert invoices into a PDF/A format as well as PDF as we have been requested to send in this format.

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Guest almost 8 years ago in IRIS KashFlow 0 Acknowledged

Changed to required fields when importing Sales invoices by CSV

When I recently imported CSV files from one software to KashFlow the customers imported fine but when it came to importing the sales invoices a required field is that of the customer reference generated by KashFlow; so I had to add this informatio...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Supplier Purchases and Stats table should be sortable by date & receipt #

The purchases and stats display for supplier shows only 7 rows of data before scrolling. It is also sorted by receipt #. When searching for a transaction I usually know the date the payment was made but not the receipt number. The current display ...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Searching invoices slow (100,000+ invoices)

The search function has become slow and it seems to be caused by high volume of invoices. We have 100,000 invoices and searching invoices with email or transaction number is very slow. It takes about one minute to get results and sometimes the pag...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

GoCardless Improvement

Is there any way to get the Invoice number into the GoCardless"Reference" field when the payment is processed? (or alternatively add an InvoiceNo pair to the metadata) I'd like to be able to respond via the GoCardless API when a payment is process...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

A remote support facility through KashFlow Connect

I recently used a remote support application to assist a client with the matching of some bank transactions on their KashFlow account. This made easy work of what can prove frustrating when you (the accountant) cannot see what 'clicks' the client ...
Chris D almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged