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Get the GoCardless link generated by kashflow, via API, or frontend, so you can send it in personal emails

When setting up gocardless kashflow sends an email to the customer with a GoCardlesss link that they must click on to register. The problem is that often you have the conversation with the client, so they expect an email from the company not kashf...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Need interim invoices

Very important - Need a function to do interim invoices. I quote customer, then give them a deposit invoice, then an interim invoice, then final invoice.
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Bill of Materials / Works Order Report / Template

The ability to turn a quote or estimate into a bill of materials / works order. This would take your quote / estimate, then turn it into a BOM / Works Order which will remove the costings, so you could then print this to a) send to wholesalers / s...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Automatic saving to Dropbox

Saving every invoice to a dropbox account one at a time is very cumbersome, especially when multiple repeat invoices are generated. It would be very useful to allow all invoices to be automatically sent to the linked dropbox account upon creation/...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Lock transactions but still allow nominal code to be amended

Once we lock the transactions in Kashflow we can no longer change the nominal code that the transaction is assigned to – we used to be able to re-allocate the transaction to a different nominal code, but make no other changes, which worked well. W...
Heulwen Thomas over 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Full system backup

Thre really should be a way of recovering a totally lost accounts system, I know it is hard to actually delete everything but the current emailed backup is pretty useless other than just about covering me for the very basic accounting records.
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Searching for Batch Payments

If you search for a batch payment it will not find this. Very annoying as if you are trying to audit an account and find this payment it is very difficult without having the ability to search for it. E.G if you pay 10 invoices totaling £150.02 and...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Customise Statements

Would be great to be able to change/customise the columns on emailed customer statements.Currently the default columns of Date | # | Purchase Order | Due | Invoice Issued | Payment Received Are pretty useless if, like mine, your customers don't us...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Ability to store files against purchases without Dropbox.

Storing files and receipts against purchases is great, but requiring a Dropbox account isn't. Other services provide this already ( ClearBooks )
Guest over 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Integrate with Google Apps for Single Sign in

It's a bit of a pain to login to Kashflow each time through the 2-step username, password, 'memorable word' login process. Integrate into the Google Apps marketplace would make it a simple single click to login to KashFlow. (this feature is alread...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged