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Paypal Importer - Link Purchases to existing unpaid purchases

Whilst we can assign imported sales from Paypal to outstanding invoices, we can't assign imported purchase details from paypal to an unpaid purchase. Be nice to be able to assign these imported purchase items to unpaid purchase receipts we may hav...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Integrate with trade gecko?

Are you looking at integrating with trade gecko?
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

preview

Be able to preview Image files in Dropbox For my PDF receipts which are uploaded to Dropbox under the Files section in Purchases. there's a handy "Preview" link. For my paper receipts, I take JPEG photos for which there is no such link, so I have ...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Setting recurring invoicing on a customer basis

Hi I would like to use the feature of recurring billing. However my payment cycles with my customers are four weekly, not monthly. GoCardless give this option of setting up a Custom payment plan which is very useful. So I bill customers every 4 we...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Improved management of 3rd party payments

I have a problem that often results in gocardless transactions being applied twice to my current account balance. Whenever gocardless pay money into my current account this is automatically applied to my current account balance which is great. How...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Omit disabled invoices from Sales \ Repeat Billing list

It would be useful if you enhanced the Sales \ Repeat Billing option toallow the option to display live billing only. Ex-clients currently display on this list (albeit in grey) and it would be helpful to omit them from the list.
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Can we have the ability to select where things are to go in Dropbox, rather than the default Apps folder?

Currently have to go through individual folders in the App folder in Dropbox, rather than where invoices need to be.
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Additonal date column on invoices/purchases

We sell a number of services that have annual/monthly renewal dates. It would be good if we could have this date information in a separate column on invoices rather than having to type it manually in the description column. This would also help wi...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Sort by "unsent invoices"

It would be really useful to be able to filter invoices (unpaid) by whether or not they have been emailed to customers. Several employees create and issue invoices and currently there is no way to see which have or have not been sent via email to ...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Create different payment terms, depending on the source of the account?

I think a number of Kashflow customers (especially those with B2B customers) would benefit from creating different payment terms, depending on the source of the account? So for example some of our clients come from a particular source that could a...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged