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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

Being able to move the payments around in the bank section

This would make matching bank statements easier to match up with the kashflow bank statements. If you do not put in payments or purchases in the correct order to begin with it becomes very tedious trying to alter them one by one. If we could have ...
Guest about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Facility to assign an individual PDF template to Invoice, Estimate and Statement

We have designed new and different templates for our Invoices, Statements and Quotes (Estimates) - however you are only allowed to have one default PDF which means that everytime you send out one of the above your have to go into Options and chang...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Integration with Microsoft Invoicing App - Office 365 Business Centre

Are there any plans to integrate with the MS Invoicing app now launched as part of the MS Office 365 Business? There is currently integration with PayPal and QBO, but it would be very helpful if this integrated with KashFlow as this product beco...
Paul Robertson about 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Show the date that sales invoices are paid on the list of sales invoices

Hi in the list of sales invoices, is there a way that I can show the date that a sales invoice has been paid please? At the moment it shows the date of the invoice and date due and in the status it just shows 'paid' when paid. It would be a help i...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Project Field / Seach / Report

There are two date fields in the project (for dates). They are perfect for reporting but are not included in the report download - If a field is actively used why is it not included in the global report
Guest about 7 years ago in IRIS KashFlow / Projects 2 Acknowledged

Running balance shown on Statements

It would good to see a running balance after each transaction on each statement rather just a balance at end of the statement. I am a landlord and if you have to evict a tenant for rent arrears you need to be able to show the weekly or monthly ...
Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

option to use 'custom customer fields' in the 'document information section' of an invoice

in addition to PO clients need 2 or 3 of their own references (various property codes, supplier code) on an invoice for it to be paid. i've put them into the custom fields for each customer which is great but at the moment they can't be picked up ...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged