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Integrate with Transferwise

Transferwise is going to be an standard for international transactions, and transfers, exchanges, refunds, etc do the manual work with KashFlow very complicated.
Guest about 8 years ago in IRIS KashFlow / Partner Apps 3 Acknowledged

Changing the look of the Statement

We would like to use the Statement function on Kashflow but do not like the layout of the document - it looks untidy and quite unprofessional. We would like it if possible if it could tie in with our Remittance template so we have a little bit of ...
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Reduce the width of 'Disallowed' and 'Vat rate' columns

I've noticed that an extra column has been added to invoices and purchases orders, headed 'Disallowed'. Kashflow has explained the reason for the addition of 'Disallowed' but this column, along with the 'VAT rate' column are unusually wide in comp...
Guest over 2 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Create a proforma invoice

Is it possible to be able to create proforma invoices? At present we have to rename quotes to "Proforma" which takes a lot of time and extra effort, it would be easier to tweak the software to enable this function, this is a daily occurrence so ho...
Guest over 2 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Make an option to mark a supplier or customer invoice in query/dispute

Everyone would benefit from this, as we are currently paying invoices that are actually in query, but there is no option to show this other than to delete the invoice.
Guest about 6 years ago in IRIS KashFlow Connect / Other 1 Acknowledged

Export Payroll to Kashflow Accounts

Kashflow payroll automatically sends the journal payroll to Kashflow accounts... great. However, each month, we have to manually enter our payroll transactions (the amounts coming out of the specified bank account to individuals and to HMRC) into ...
Guest over 4 years ago in KashFlow Payroll 0 Acknowledged

Add a photo to a customer profile

We are a gas heating and plumbing business. It would be really handy if we could attach a photo of a customers boiler to the relevant customer record in order that we can see the boiler/set up for that particular customer should they phone for adv...
Guest over 2 years ago in IRIS KashFlow / Customers 1 Acknowledged

Month by month Profit & Loss report (Separate columns)

We should be able to see how the business is doing on a monthly basis. At the moment, it is only possible to see P&L loss one month at a time or several months accumulated together. Would be good to see each month next to each other in separat...
Guest over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Project Global Report to include invoices listed against each project

I would like the Project Global Report to be amended to include all the invoices listed per project. I know it is available by manually going through each project but this is time consuming. The actual Project Global Report already 'reads' the inv...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Date substitutions to check for year

At the moment if you use %m+1 %y to substitute dates into invoices, an invoice generated in Dec 2015 would display "January 2015" rather than the intended "January 2016". Something needs to be added to check if %m+1 takes you into a new year.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged