Send bulk emails to customers from within Kashflow
We are finding it time consuming having to click on individual customers to send a group notification eg a price increase etc. Being able to select all or a large selection of customers at once, then send one email to them would save us so much ti...
Expand the ability of Projects so we can add Individual budgets/targets by nominal codes
Please can you add the facility to enter budgets by the projects nominal codes, an overall figure doesn't give us the detail we need to see if we are under or overspending on a nominal code. For Example budget for roof materials and labour, separa...
Being able to download reports from the system when moving to another software package (because Kashflow is no longer adequate)
Our client has been unable to download transactions assigned to a project.
Instead, our client has to pay £15+VAT ...
Warning if more than one person accessing the account
Would it be possible to have some sort of warning if another user is logged onto Kashflow? For example, if a client making changes whilst the accountant is logged in?
Bank Import - Match against Partially Paid Invoices
I had a problem when I made one payment from my bank account against two invoices - one invoice was already partially paid. Whe match routine ONLY shows the total amount of each invoice you can assign the payments to - so you need to know how much...
Rich Mellor
about 6 years ago
in IRIS KashFlow / Bank
0
Acknowledged
On kashflow you used to be able to export customers details as vcards and i have been informed via support that this feature has been removed as it was not very popular. I would like it to be reinstated as it is very useful feature.
Hi guys,
Is there any way to change the order of Rate, Total and VAT on both, quotes and invoices?
Each time I send an invoice it shows the Rate, Totals and VAT last, which is a bit strange to see the totals before the VAT.
Can you change it to...
There is an issue with the PayPal import (well several really which are extremely annoying). However, this one cropped up yesterday when I imported some PayPal transactions including a payment to a third party in euros. I paid (say) £10 converted ...
When you import data from a bank feed, you can assign each transaction to existing invoices and purchases. However, for some reason, when you use the Kashflow PayPal import, there is not this option and you can only create new invoices / purchases...
Rich Mellor
about 6 years ago
in IRIS KashFlow / Bank
1
Acknowledged