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IRIS KashFlow

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Sales / Purchase Code Double Click Update

Is there the possibility to allow a click/double click of the text in the Sales / Purchase Code box when entered to open the managesub screen for the item to change a description/code/weight or price if a supplier changes information. Previous ent...
Ben about 3 years ago in IRIS KashFlow / Purchases 0 New

Import all bank account transactions from a statement without matching them to any invoices, purchases or transactions.

I think it would be fantastic to import everything from the statement and then match things later.
Claudiu C. about 3 years ago in IRIS KashFlow / Bank 1 New

Ability to split a supplier credit note to be able to allocate to more than one invoice. Note: no refunds from supplier

Please seek the string I have just had with Joseph Judy. He acknowledges that this would be a useful option for your customers
Guest about 3 years ago in IRIS KashFlow / Suppliers 0 New

A Report to account for Paypal charges

Paypal transactions can be imported fine, with the fees. But we can't find out how much they all add up to with a Report. They get assigned a bank code so it should be quite straightforward, all the best Ash
Ash Pearson about 3 years ago in IRIS KashFlow / Reports 0 New

To remove product column on sales invoices

A lot of clients using KashFlow do not sell specific products. Having the option to either show the product column or to hide it would be useful.
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow default VAT rates per Customer Location (IOSS)

At the moment, VAT rates default to the rate set for each item. Unfortunately, since July 2021, this is no longer applicable for sales to an EU country, where the VAT rate is linked to the country where the buyer is based. Despite suggesting chang...
Rich Mellor about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

When using a mobile, better functionality in creating invoices

At present it is not possible to add Advance Payments to a newly created invoice when working on a mobile device.
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Set up repeating journals

I get quite a few prepayment invoices - to spread over 12 months. Rates for a start. A missing feature in Kashflow is to be able to set up a repeating journal to transfer the prepayment on a monthly basis. To have to do it manually every month is ...
Guest about 3 years ago in IRIS KashFlow / Purchases 1 New

Archive function for purchases & invoices

I have no need to see years of invoice data in purchases or invoices. I only need the current financial year (or the option to choose). I would like to be able to choose the date range of the information shown in these areas of Kashflow or be able...
Guest about 3 years ago in IRIS KashFlow / Purchases 0 New

User Accounts - Better Control / Administration

Currently we have options to assign a few basic tasks on Kashflow, a Super Admin, Standard, Basic, Sales, Purchasing. However in businesses some staff are dedicated to particular customers, where other staff shouldn't have the ability to see, edit...
Ben about 3 years ago in IRIS KashFlow / Other 0 New