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IRIS KashFlow

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Integrate with Unleashed (unleashedsoftware.com)

We have been looking for a number of weeks for a good order management and stock control system, and have recently come across a tool called Unleashed. This already has integration with Xero and Quickbooks Online (which actually tempted us to move...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Add the logo for Nationwide building society.

It would be useful to have the logo for Nationwide building society in the drop down for bank accounts.
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Set Exchange rate for Individual Payment instead of per purchase / invoice

Currently, when entering an Invoice / Purchase in a foreign currency, you can set an exchange rate for the single transaction. If a customer pays a deposit, or you pay your supplier a deposit, and complete the payment at a later date, the conversi...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

A selection of which bank account to import to when importing Bank Transactions. All other major competitors of kashflow doe this.

A selection of which bank account to import to when importing Bank Transactions. All other major competitors of kashflow doe this.
Anonymous almost 9 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

ability to add PaymentMethod when applying and AdvancePayment to an Invoice through the API

In the KashFlow API, an AdvancePayment does not have a property for PaymentMethod. An InvoicePayment does. When an AdvancePayment is applied to an Invoice, no option is provided to add a PaymentMethod and a default option is chosen. Once an Invoic...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Online payment page card selection and automatic payment fee

Can you add a feature to disable the option to select Amex cards, Diners cards, JBC cards on the online payment page. When my clients are sent the pdf with the online payment button they are redirected to the online payment page but this has all t...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

The option to input individual product weight with overall total weight calculation displayed on packing slips for transport purposes.

We are an events company who hire out equipment and in order to not overload our vans we need to calculate how much equipment is being loaded. So, when we are putting a quote together for an event it would be useful to have individual product weig...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

Calculating profit on a quote

When creating a quote the system knows the wholesale price and sale price, why can it not tell me how much profit the quote will generate?
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Will not implement

Bespoke reporting

Apart from many useful reports that you can run from Kashflow, it is possible to design and run your own bespoke reports to save time and productivity?
Guest over 7 years ago in IRIS KashFlow / Reports 2 Acknowledged

Report to see all details of each transaction

I have found a report which shows all transactions for each Sales Code which includes: date, invoice no., customer details, cust ref, product code, qty, rate, total and description. I haven't found a report to get the same information for purchase...
Guest over 1 year ago in IRIS KashFlow / Reports 0 New