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3 Vote

Ability To Select Contact When Sending Invoices/Quotes/Purchases/Statements etc

So the new multiple contact implementation is active now, and it leaves a lot to be desired. Currently you can add multiple contacts to a customer or supplier and mark if each contact should receive invoices/purchases (which apparently also applie...

Created 29 May 08:58 by Guest

IRIS KashFlow / Customers

1 Acknowledged
3 Vote

On a customer tab, be able to select a few invoices for download

At the moment if i want to download a few invoices from 1 customer, I have to go to the invoice page and find the invoices I want to download (which is not easy) and select them and then they all get downloaded on a single PDF. It should be possib...

Created 24 May 09:23 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
3 Vote

When Add Customer now

When Add Customer now and update, it loses the customer page you just created, this need to change to as it was

Created 22 May 15:03 by Guest

IRIS KashFlow / Customers

1 Acknowledged
2 Vote

Purchase order from different emails

We have multi users within the company who will be using the purchase order feature. For each order we send out we receive a confirmation email sent to the person who issued the order. Would it be possible for the individuals to each be able to re...

Created 03 Aug 13:17 by Rebecca Jackson

IRIS KashFlow / Purchases

0 New
3 Vote

I would simply like to see a Due date on my Purchase Invoices (Orders...beacause you don't have PI's)

I would simply like to see a Due date on my Purchase Invoices (Orders...beacause you don't have PI's) And in the Aged Creditor reports. We have a lot of Suppliers and therefore need a sensible understandable print out like you could get in Sage, Q...

Created 21 May 14:40 by Guest

IRIS KashFlow / Payments

1 Acknowledged
2 Vote

0% VAT and Customers NOT Outside EU

Add a new report which shows customers where VAT has not been included on the invoice, but they are not ticked as being outside the EU. This would help pinpoint errors in VAT charging

Created 02 Aug 09:55 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

1 New
3 Vote

Be able to select a default payment method by customer or to enable to Pay Online button for select customers.

There is currently no option to select a default payment method by customer or to enable to Pay Online button for select customers. We have some customers who would like to pay by "Pay Online Button". Unfortunately we need to enable/disable this f...

Created 20 May 06:41 by Guest

IRIS KashFlow / Customers / Payments

1 Acknowledged
3 Vote

To generally stop treating customers as beta testers.

I do not have time to report back things that Kashflow does not do that it should. I have enough work to do. While customer feedback is of course an important component of development, I have the feeling that Kashflow relies on this a little too m...

Created 18 May 12:16 by Guest

IRIS KashFlow / Other

0 Will not implement
3 Vote

Monthly Papdis 1.0 export for external AE/Pension support

I use smart auto enrolment (https://www.autoenrolment.co.uk/) Kashflow does not integrate, but Smart support pre-calculated Papdis 1 reports, which is how I get my values into their system. A pre-calculated papdis report on their docs looked like...

Created 18 May 11:50 by Kyle Morley

KashFlow Payroll

2
2 Vote

'Sales Order' system. At stafe between quotation and invoice.

It would help with 'open order' or 'back order' system. As it stands, we can raise two customer documents – ‘quotation’ and ‘invoice’. We’re finding it difficult to process orders without an in-between stage. We receive many orders which take time...

Created 31 Jul 15:02 by Guest

IRIS KashFlow / Customers

1 New