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Amend customer details via CSV (or API)

Problem It is not possible to amend an existing Customer records via CSV. Managing the accuracy of data is required by law, amending manually in KashFlow is slow and inefficient. I have systems that check the company name, the registered addres...
David Evans about 5 years ago in IRIS KashFlow / Customers 0 New

Add OUTSTANDING BALANCE as a text substitution option so that it can be included In statement emails

Customers seem to respond well to being told exactly how much is overdue on their account. It would make sending out statement emails much easier if the total outstanding amount could be included in the body of the email via text substitution.
Janet about 5 years ago in IRIS KashFlow 0 New

Invoice List Report should not be limited to 10

It would be nice to be able to run a report of invoices raised for the month. The existing report is limited to 10 invoices. Sometimes we raise more than 10 invoices in one day, so this report is worse than useless.
Anna Hales about 5 years ago in IRIS KashFlow / Reports 1 New

Filter invoices to separate emailed from printed when first sending out

So that all invoices are sent out successfully and according to customer requirements
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Vat and exporting outside the EU

Where a customer is based outside the EU, I do not charge them VAT and have ticked in their profile "is based outside the EU". However, I came across an issue with your invoice calculations! I have some items I sell in bundles of 4, with a discoun...
Rich Mellor about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

request read receipt when emailing invoices or an activity log to see how often emails have been viewed

This would help identify if a customer has read the email. Therefore they can't say they haven't received it. It would benefit the Kasflow user as they can be sure the customer has received the email and see they have viewed it. This would help av...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add calculator to Net and VAT box like Sage Accounts 50

On Sage 50/Instant, when in the Net box you could click on a little calculator button (or press F4) to bring up a calculator that allowed you to quickly make changes to an invoice total without moving away from the program. The calculated total wo...
G B about 5 years ago in IRIS KashFlow / Uncategorised 0 New

Option to input mileage at different frequencies

One of the clear Unique Selling Points (USPs) for Cloud Accounting is that it reduces the amount of time to complete the task if otherwise completed manually. It seems this has been achieved on the Accountants side of your platform but is seriousl...
Guest about 5 years ago in IRIS KashFlow / Reports 0 New

Search on expense category - Mobile app "New Expense" screen

On the mobile app, when adding an expense, in order to select a category, the user has to scroll through a (large) selection of categories to select the correct option. It would be preferable to have a search option similar to that used for the "S...
Guest about 5 years ago in IRIS KashFlow / Mobile Apps 0 New

Kashflow Go date selectors should be able to type values

Date selectors on the Kashflow Go app are painful to use if you need to select a date more than a few days either side of the current date. It would be nicer if it were possible to enter a date in a standard format (DD/MM/YYYY). It is difficult ...
Guest about 5 years ago in IRIS KashFlow / Mobile Apps 0 New