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KashFlow Ideas

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IRIS KashFlow

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Adding Pay Now button to proformas

Please could we get the "pay now" button added onto proformas so clients can pay them upon receipt
Kirsty Willis about 4 years ago in IRIS KashFlow / Payments 0 New

retain settings on batch payments and enable a button 'post another batch payment'

I have to balance many Paypal payments, and I choose to do this every month or so, in a batch. Each time I go into batch payments, I have to set the invoices to appear in pages of 100. Each time I make a batch payment I have to exit and go in agai...
Karen Slade about 4 years ago in IRIS KashFlow / Payments 0 New

print the screen list of unpaid customer invoices

I would like to be able to print the screen list of unpaid customer invoices so I can check my records. Don't need any other informnation and do not need a copy of the invoice.
Guest about 4 years ago in IRIS KashFlow / Customers 0 New

The extent of Reporting on KashFlow

Some of the reports are not detailed enough. I can mention one such report. The Nominal Ledger report; this report should be more detailed, it should also contain a break down of the individual account by product code. e.g. Account = 7000-Programm...
Guest about 4 years ago in IRIS KashFlow / Reports 0 New

Bug: Stripe Payments. Invoices being sent using the wrong currency.

Stripe has two currencies: Invoice currency - As presented to the customer. Bank currency - Payment made to your bank account. They are independent of each other. Conversion is made within Stripe. The bank currency is set in the Stripe dashboard.K...
Stuart about 4 years ago in IRIS KashFlow / Payments 0 New

Fix misleading/incomplete Knowledge Base article

When using a card processor, payments to your bank account are batched and/or with fees removed. (I'm using Stripe - other providers may differ) When a customer pays a Kashflow invoice using the link to your card processor, that payment then gets ...
Stuart about 4 years ago in IRIS KashFlow / Payments 0 New

Overdue Invoice report in excel format

Please can you add the option to download the overdue customer report in excel format - it is not practical to print off numerous copies each and every time I need this report
Audra Ratcliff about 4 years ago in IRIS KashFlow / Reports 0 New

Kashflow Needs to be Browser Agnostic

I have used old Kashflow for many years on my Firefox browser. I have recently upgraded to new Kashflow, which worked for 2 days. I now only get a blank screen. Having contacted support the response was, that Kashflow is only supported on Chrome. ...
Guest about 4 years ago in IRIS KashFlow / Other 0 New

Purchase Orders to include items for multiple projects

Don't restrict purchase orders being allocated to one project. Allow purchase order line items to be allocated to multiple project numbers.
Guest about 4 years ago in IRIS KashFlow / Purchases 0 New

Customer Report

Report to give the option to include ALL additional email contacts on customer accounts and not just the primary contact.
Guest about 4 years ago in IRIS KashFlow / Customers 0 New