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IRIS KashFlow

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BUG: Issues with Editing existing invoices

Has anyone else noticed that sometimes when editing invoices, the lines are deleted - I sometimes have to refresh the page several times to see them. Also, when adding new lines or moving them, the product name sometimes goes blank. Even worse is ...
Rich Mellor 4 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Starter Pack - Allow Custom Email Templates

Myself and my wife both use Kashflow for our self-employed businesses. I have the Business package, but my wife only uses the Starter package at the moment. I was surprised that she cannot edit the email templates for sending invoices - there is s...
Rich Mellor 4 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add 'Not VAT Registered' to Supplier Options Tab

We can now select the VAT rate for a supplier but 0% isn't correct for none VAT Reg businesses. This should an option you can select on this tab under the 'This Supplier is' Section
Simone Kidd over 1 year ago in IRIS KashFlow / Suppliers 0 New

Date Entering Shortcuts

Can date short cuts be introduced to save time when entering a number of invoices/payments? It can be quite time consuming having to enter the full date every time. Examples being: 4 - enters 4th of the current month 4/3 - enters 4th March of curr...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 5 Acknowledged

Linking Stock Products/Components for Sales Units

It would be great to be able to 'build' a sales unit out of individual stock items. Once a sale is recorded, the stock decreases in the component items, thus making the control of stock much more automated and the monitoring of GP much easier. Thi...
Guest almost 9 years ago in IRIS KashFlow 0 Acknowledged

Manage payments

We will need to take and make payments through Ebay Direct soon. We can not at the moment convert payments into invoices on the system (as you can with paypal, have been told this by your support team) We will have no choice soon but to change to ...
Guest over 5 years ago in IRIS KashFlow / Payments 7 New

HSBC Kinetic

Need HSBC kinetic as an option for banking as it is different to HSBC business.
Guest about 1 year ago in IRIS KashFlow / Bank 1 New

Ability to Import Mileage Records via CSV

Currently, KashFlow allows users to export mileage data to CSV, which is great for reporting. However, there’s no option to import mileage records via CSV, making it very time-consuming to log regular or historic trips manually, especially for sel...
Guest 4 months ago in IRIS KashFlow / Reports 0 New

Remove the Overview screen for users.

Remove the option for basic or other managers to view the overview screen on customers and suppliers.
Callum Goldthorpe 4 months ago in IRIS KashFlow 0 New

Add monthly totals to customer statements

This was submitted and acknowledged in September 2018 (and in 2017) so just bringing it to the forefront again. Very useful for customers to quickly see amounts due and especially overdue totals! Its the norm from most companies so looks a little ...
Guest 9 months ago in IRIS KashFlow / Customers 0 New