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IRIS KashFlow

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Add a print to pdf button to the quotes module

In the invoices module a print to pdf button appears when you tick box an invoice or multiple invoices, therefore allowing you to print out multiple invoices at the same time - it would be great if you could do exactly the same in the quotations m...
Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Changing in/out columns within bank transactions

In the bank transactions section where you can view or add a transaction, in the 'view' section you can swap the in and out columns - this is a great idea as some bank statements may have these in either order - so far so good, but when you input ...
Rob Smith about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Aged Creditors and Activity Reports at Project Level

We are a property developer with multiple development sites and we create a new Project within Kashflow for each development site. We always add a Project to each purchase invoice, however we then find it very difficult to extract information by p...
Michelle Bennett about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Additional Column headings

It would be very useful to add additional column headings in the invoice template. Currently all you have is Qty, Description, Rate and total. I need to add further details like product names or codes to be included on the invoice.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automatically changed quotes to expired when expiry date is reached

It would be really helpful, rather than having to manually change their status, also if it could alert you to when it is due to expire for example a couple of days before - this would help managing client quotes and altering when to follow up or c...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

To have the function to send multiple copy invoices on one email

This would be helpful when a customer requests multiple copy invoices and they can be sent altogether.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Statement Formatting

Can we have the ability to orientate the page of A4 to landscape as the template doesn't fit normal.
Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

PayPal App Improvements

You have two methods of importing PayPal records. Yodlee (which is the method which appears on the Bank screen for the PayPal account) and the Kashflow PayPal App. If you enable the Kashflow PayPal App, whilst it can be accessed via the Dashboard ...
Rich Mellor about 7 years ago in IRIS KashFlow / Partner Apps 1 Acknowledged

Bank indexing issue

The indexing issue is when the transaction imported from your bank into the bank in cashflow and they have transactions on the same date ie 01/11/2017. They can be in any random order not the same as the bank statement. Presume this is because the...
Guest about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Search the banks on the comment and code fields rather than just date

it would be useful if you could search the banks on the comment and code fields rather than just date.
Guest about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged