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IRIS KashFlow

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Enabling email addresses to be added to packing slip

When we pass the orders to our delivery team they often email time slots so if this was on the packing slip then this would save us adding this to an email to them. The delivery team do not have access to the invoice.
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Banking Match Rules - Exact Wording

We have a client who's surname is Wheeler and has an EE contract. When we setup banking rules for director payments to him and another for payments to EE, Kashflow is pickup the EE within his surname and allocating this to telephone. Would it be p...
Guest over 3 years ago in IRIS KashFlow / Bank 1 New

Add "Pay Online Button" to Auto Credit Control Reminders

We use auto credit control, and it cant attach the PDF invoices it can only link to them. When it links to them, it doesn't seem to add the PayOnline link? This is a link to one and it doesn't have the button; https://app.kashflow.com/V2/document...
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Invoice Template on App

I feel the app invoice template should match the desktop template or should at least be customisable, to avoid populating the email every time.
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Report for all Payments due at month end

I would like to be able to summarise ALL unpaid invoices for ALL customers but then filter this so that at month end I can export / print a report for ONLY the invoices I need to pay for the current period. Currently I can see ALL Unpaid invoices ...
Guest over 3 years ago in IRIS KashFlow / Reports 0 New

Run a report for an individual sales agent code

The Sales team and Accounts
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Get rid of the KashFlow Go App or start supporting it !

This app is extremely out of date and getting really bad reviews. Stop promoting it, (its on the bottom of every support email) if you are not going to keep it up to date or support it! Better no App, than a rubbish one which is not updated for ye...
Frauke Golding over 3 years ago in IRIS KashFlow / Mobile Apps 0 New

Add details to a transaction created via bank feeds

It would be useful to be able to add details when creating a transaction via bank feeds. At the moment it only imports the bank transaction payee (e.g. amazon).
Nikki Drake over 3 years ago in IRIS KashFlow / Bank 0 New

OSS/IOSS Reporting

We are KashFlow user from the Northern Ireland, and as of July 2021 EU extended One Stop Shop which was related to Digital services to the sales of goods. As a result we have to charge our European customers ( consumers) VAT rate that is applicabl...
Guest over 3 years ago in IRIS KashFlow / Reports 0 New

Be able to automatically send an aged debtors report each week

It would benefit business owners to be able to see who owes them each week, meaning if there are customers who are not paying, they can put certain terms on them i.e. proforma or put them on stop. Having it automatically emailed each week means th...
Guest over 3 years ago in IRIS KashFlow / Customers 0 New