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when adding new features, for existing customers change the message from "Let's make the most of your trial" (when I have had a subscription for several years now) to something like "Some great new features have been added. Let's make the most of them."

This saves customer and help desk time. By sending out the same messages to customers who are on a trial subscription and customers who already subscribe, then the customers who already subscribe are liable to contact the helpdesk to ask "has some...
Guest 8 months ago in IRIS KashFlow / Dashboard 1 New

Paypal Importer - Link Sales to Stock/Products

When importing sales transactions using Paypal importer it is impossible to tell what stock product to associate this transaction with. eBay item title alone doesn't help identify unique products when importing Paypal transactions. When dealing in...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

consider importing invoices flagged as "unpaid" in WHCMS as well with the integration module, only paid currently imported.

Please consider importing invoices currently flagged as "unpaid" from WHCMS into Kashflow as well with the current version of integration module. Currently only paid invoices are imported.and the benefit of seeing "money owed" in the Kashflow Acco...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 4 Future Consideration

Integrate with Expensify

its great to sort receipts and would be a credit to Kashflow
Guest over 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

Due Date on Aged Creditors/Debtors Reports

I was wondering if it would be possible for the Aged Creditors and Aged Debtors reports to include the 'payment due date' information when exported to CSV? At the moment the reports only include the date of the invoice.
Guest over 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

Additional information on statement

I would like to see an option where additional information can be added to the statement template, such company bank details and other company information. Similar to the invoice PDF theme templates option where additional text can be entere (in M...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

Emailing Invoices

As a small sole business switching to Aouth2 is impossible to send invoices from my own account!!! This idea is simply not practicle for a small business with no IT department. I have asked 2 IT consultants I know to look at it and even they could...
Guest 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Paypal Imports - Assign payments

At the moment, when importing PayPal transactions you can create new invoices or assign payments received to existing invoices. However, when dealing with payments made by PayPal you can ONLY create new purchase invoices. You need to be able to as...
Rich Mellor 9 months ago in IRIS KashFlow / Purchases 1 New

Fix the broken Bank Reconciliation resulting from the new UI implementation

The new UI for bank reconciliation had resulted in the process taking twice as long as under the old UI The old UI would automatically save the items markd as reconcilled so I could return later and continue. The new UI requires I manually save wh...
Paul Jansen 9 months ago in IRIS KashFlow / Bank 0 New

Purchase Invoices - Save and Create New

Save a purchase invoice and go straight to a new one without having to press the 'Create' button again.
Guest over 8 years ago in IRIS KashFlow / Uncategorised 7 Already exists