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IRIS KashFlow

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Amend customer details via CSV (or API)

Problem It is not possible to amend an existing Customer records via CSV. Managing the accuracy of data is required by law, amending manually in KashFlow is slow and inefficient. I have systems that check the company name, the registered addres...
David Evans almost 5 years ago in IRIS KashFlow / Customers 0 New

Add OUTSTANDING BALANCE as a text substitution option so that it can be included In statement emails

Customers seem to respond well to being told exactly how much is overdue on their account. It would make sending out statement emails much easier if the total outstanding amount could be included in the body of the email via text substitution.
Janet almost 5 years ago in IRIS KashFlow 0 New

Report to show sales 'totals' based on 'product code' (not just sales code) all in one spreadsheet!!!!

At present the total number of products sold in a time frame can only be shown one product at a time in the sales history. This is very time consuming analysis if you have many products. Alternatively you can view income by product but it doesn't...
Nick Robinson almost 5 years ago in IRIS KashFlow / Reports 0 New

Single entry on supplier/customer account for payments/receipts

Please can the customer/supplier amounts just show the amount from the bank statement in the account, with the ability to drill down as every other book-keeping package does. It is frustrating when looking for a payment or receipt on an account to...
Guest over 2 years ago in IRIS KashFlow / Other 0 New

P&L report for cash accounting

Any business who runs a cash accounting business would find this useful. The VAT return takes this into account, but the P&L is currently a traditional report based on invoice raised, Whilst the Business activity report helps, it would be very...
Guest almost 5 years ago in IRIS KashFlow / Reports 0 New

Batch Payment Invoice Number box

So when you pay down a batch payment against a customer remittance and for example they have more than one customer or site within Kashflow you have to search by invoice number in another Kashflow tab. Why not have a little box for invoice number ...
Andy Cowan over 2 years ago in IRIS KashFlow 0 New

A Paid stamp next to an invoice to let us know the invoice has been paid.

So if you want to know if a specific invoice has been paid you have to search the invoice number then click on to that specific invoice number then go into the invoice and look top right to see if that invoice has been paid yet. Why not have a lit...
Andy Cowan over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow Mass Purchase Invoices to be sent like Sales Invoices

Why can we not send mass Purchase Invoices in the same way we can send Sales Invoices? Every week we generate at least 100-200 individual Purchase Invoices which I have to go into and manually click send to each one. Why can't we manually tick all...
Andy Cowan over 2 years ago in IRIS KashFlow 0 New

Vat rate on the bank transactions

When you create a transaction on the bank feed and select the nominal like wages or paye/ni payment etc would be ideal to see the vat amount or rate after this has been matched in order to double check your work. I find annoying that if I want to ...
Guest almost 5 years ago in IRIS KashFlow / Bank 0 New

Rate of Sale Report

A report which will allow everyone to see a rate of sale for each product to enable us to order stock more effectively. The report would need to see what stock has sold in the last year and make an estimate of what stock would be needed for the ne...
Liz Green over 2 years ago in IRIS KashFlow / Reports 0 New