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My Ideas: IRIS KashFlow

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Woocommerce or ecommerce integration

We have installed an add on that loads all our sales onto kashflow. It transfers the following sales data at the moment. Name, contact, time, method of payment, product total and shipping price. What we would like is to have further integration. T...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 11 Released

New UI: Sort out "New Batch Payment"

I have some clients with 100's of outstanding invoices.Obviously they pay the oldest invoices first.With the new GUI, to get to the oldest invoices, I have to hit "Load more" about a trillion times to get to the oldest invoice.Can I ask you to loa...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 8 Released

fix the New Version's major flaw in creating invoices

when creating an invoice once you choose a sales code you can't see a drop down of all the products attached to that sales code. You have to type in the starting letter to see just the products attached to that sales code that start with that lett...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Automatic Billing via GoCardless using API

We raise the majority of our invoices automatically via the API. At the moment we then have to go in after and collect the money via GoCardless manually, which is a chore. It would be great if we could firstly check whether the customer has comple...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 3 Released

Get Paginated Invoices/Receipts By Date Range

Right now there is no consistent method for retrieving invoices/receipts efficiently from within a specific period of time. My suggestion is to combine the GetReceiptsWithPaging with the GetInvoicesByDateRange method in order to extend the functio...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Released

Quote Reports

Is it possible to output a report of all the quotes that have been raised please? I could do with a CSV file where I can scan through quickly to see the types of quotes issued across all clients. Perhaps it's as simple as adding an option for Quot...
Colin Hammond about 8 years ago in IRIS KashFlow / Reports 3 Released

Remember selected options/filters for no. of invoices and archived customers

The old KashFlow used to remember things like how many invoices we wanted to see on a screen, and whereas I appreciate the new KF is set for speed, If i choose to see 100 invoices on a screen then I think it should stay like that until I change it...
Guest about 8 years ago in IRIS KashFlow / Customers 6 Released

Default VAT Rate for Supplier

I use a range of freelancers, some are VAT registered, some are not. It would be great if I could set the VAT rate for each as part of their supplier profile. That way everytime I log an invoice for Robin it puts VAT on top, everytime I put an inv...
Gavin about 8 years ago in IRIS KashFlow / Suppliers 4 Released

Lock Reconciled Transactions Only

Sometimes a duplicate transaction will slip through and you can't delete it because transactions have been locked. If you only locked reconciled transactions (which are the important ones to lock) then this wouldn't be a problem
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

All Codes in Nominal Ledger

Allow the nominal ledger report to carry all account codes. Currently it doesn't carry the nominal codes for bank accounts. I am fine with them being switched off by default, but it's silly not to allow them to be switched on, as it means you can'...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 6 Released