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Set-up Go Cardless Direct Debit BEFORE customer is added to Kashflow

Currently we have to add the customer in Kashflow before we can send them a request to set-up a Direct Debit via Go Cardless. It would be much much better if we could just send them the link to set-up a Direct Debit within the Kashflow app and the...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

Repeat purchases - set different payment date and invoice date

We have a number of regular suppliers who bill us monthly (e.g. accountant, telecoms, ISP etc.). Their invoices are set up as repeats in Kashflow. However, payment is taken on a different day (mostly about two weeks after invoice date). As a separ...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0

Update the REST API authentication method

This is in reference to "http://www.kashflow.com/developers/rest-api/sessiontoken/" Authentication using username / password does not make sense when HTTPS and API tokens exist and are reliable. The suggestion that the system pass plain text passw...
Christina Spencer over 8 years ago in IRIS KashFlow / Other 3 Acknowledged

A Report and Template for Micro Entities

I propose a report and template for Micro Entities with all the relevant statements necessary (as optional tick boxes in options). Im talking about the directors report and the annual return for companies house. All thats required of Micro Entitie...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 2

Project financials should show all transactions including bank

The financial overview in a Project only includes Purchases and Invoices with associated KF numbers. As we regularly input directly to a bank account, which does allow you to associate a project, it is imperative that these figures are included in...
Nick over 8 years ago in IRIS KashFlow / Uncategorised 0

Include Customer Name on Customer List

Would consider adding the customer name alongside the business name in the customer list section of kashlow? As our business deals with and invoices many different clients from a single business/organisation, it makes it difficult to quickly ident...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Repeating items per page in custom PDF themes for invoices

When creating custom PDF themes for invoices I would like some elements to repeat for each page, a bit like a background but actually part of the flow of a page. For example I want to display [LOGOFILE] and [SENDER_ADDRESS_MULTILINE] on each page,...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Print Invoice (No Logo) Email Invoice (Logo)

When we print an invoice for a customer we use our own letterheads and therefore would like the option not to include the Logo saved in Kashflow. at the moment the logo will print out on the email version and the print (hard copy version). I would...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Have finally settled on using Insightly CRM. Would be great to see integration with Kashflow.

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Andy over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Multiple payment options in invoices

I use Paypal as one of many options to get paid by my clients. I love that I can have a 'Paypal' button in my Kashflow invoices. However, I also wanted to show my customers that they can pay me be Go Cardless too. It would be great if I could have...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged