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5 Vote

GoCardless: Link Customers to Existing Mandates

If a client already has a mandate setup in GoCardless, there is currently no way to link that to the client record in Kashflow, so taking payments needs to be done outside of raising the invoice in Kashflow. Speaking with support, there are only t...

Created 10 Jan 09:24 by Mark Allen

IRIS KashFlow / Uncategorised

1 Acknowledged
5 Vote

Monthly Profit & Loss reports

Inconsistency between year 1 row headings and year 2 row headings - omissions. e.g. set up year 1 to report on monthly p&l with analysis designed to reflect business income etc. However, going forward to year 2, system omits some row headings ...

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
5 Vote

Cash Basis accounting support

Currently Kashflow doesn't have the ability to reflect those that produce their accounts on a Cash Basis. The reports are all tailored to traditional accounting, as is the VAT warning message that comes up when your turnover is approaching the VAT...

Created 10 Jan 09:24 by Anonymous

IRIS KashFlow / Uncategorised

2 Acknowledged
5 Vote

The ability to change the 'from' email address with the email templates.

Even though we are a small business, we have different email address set up for different purposes and sites / projects. If we can change the 'from' email address when we create a template it would be extremely useful. At the moment we have to dow...

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
5 Vote

3D Secure card payments

At the moment, sagepay's 3D secure (verified by visa etc.) freezes the online invoice payment.Would be great if you could resolve this issue, as this adds to the security while paying online, and reduces the risks of fraud and charge backs.

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
5 Vote

Preventing Customer Duplication

It would be great if we can be stopped from creating a new customer record by trying to use the same mobile number or e-mail address that already exists on another customer record... ...by giving us an easy option, asking whether we would like to ...

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
5 Vote

Alphanumeric

A simple idea of adding letters to invoice numbers, a simple C for a credit note would help.Also, a supplier reference may be the same as a sales invoice reference but the system won't let you use the same reference twice. How would you treat this?

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
5 Vote

Multiple attachments with invoices

You can manually attach extra PDF files when sending out invoices but if you could upload a file that could automatically attach along side the invoice (terms and conditions for example) that would be perfect.

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
5 Vote

More options for date supstitution in repeated invoices

When creating new repeat invoice, you can use date supstitutions in the description field of the invoice lines, like %m for current month, %m+1 for next month, %m-1 for previous month. Can you please increase the range, so you can add %m+2, %m+3 ....

Created 10 Jan 09:22 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
5 Vote

Add Insightly CRM as an integrated App

Can you look to bring an integration with Insightly

Created 10 Jan 09:22 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged