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KashFlow Ideas

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IRIS KashFlow

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Email addresses for non primary contacts are not searchable

Email addresses for non primary contacts are not searchable - i.e. the search comes back with no results many thanks
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Company Name to appear on all reports

Company name should appear on all reports, in a busy office where we are all using Kashflow, reports can get mixed up
Gina MacGregor over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

invoices read through email

Hi Xero has added a function that all incoming emailed invoices can be read via the software either on pdf or otherwise and will be inputted automatically as they come in and also you have a check list to confirm each one . Also they have a daily ...
Guest over 6 years ago in IRIS KashFlow / Purchases 1 Acknowledged

Custom fields in bank rec

Currently there is no way of inserting a bank rec in a gap between old bank recs as the start dates of reconciliations are set to the end of the previous one only. This is an issue because it creates an ongoing problem in the figures such as subse...
Guest over 6 years ago in IRIS KashFlow / Bank 1 Acknowledged

Add Project codes to the data csv export for sales and purchase invoices

Presently I have diligently being inputting Sales and Purchase invoices into Kashflow but now wish to transfer that data elsewhere only to find that it is impossible to do so.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Remittance advice

It would be relay helpful to create a remittance advice for all the payments to one invoice rather that one by one as I deal with many suppliers and extensive amount of purchases. The allocation of payments on remittance advice would be appreciated.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Monthly Summary on Customer Statements

It would be really useful for the system to breakdown amounts owed by month and show overdue amounts on customer statements.
A Heald over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Favourite reports per user or per account

Store favourite reports for each user rather than per company so that each user can have their own set of favourite reports.
Julie Shepherd over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

download the quotes page as a CSV file or Excel spreadsheet

I need to be able to download the quotes page as a CSV file or Excel spreadsheet on a regular basis.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automatic upload of Worldpay sales from Ecommerce sites

Like PayPal, it would be great if payments processed by Worldpay through Ecommerce websites automatically sent the info to Kashflow where invoices could be easily generated.
Guest over 6 years ago in IRIS KashFlow / Bank 1 Acknowledged