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IRIS KashFlow

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Net and Gross VAT

Its inconsistent to have net VAT figures on invoices and Gross VAT figures on the on screen version. If you are cross checking its not consistent. Can you have Net prices on the screen version of an invoice?
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

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

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

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

Ability to have different themed invoices for a customer

When creating an invoice have the ability to choose at that time the type of themed invoice you require. For example, at present, if you set up reoccurring monthly invoices which contains specific wording, e.g. relating to DDs and then you wish to...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Bank reconciliation - imports for subscribers to a service

Hi, We have changed to the new interface and enabled bank imports, we even got it to work. However it was a major dissapointment for us as it completely lacks what the ability to link bank with KashFlow should provide. We have customers who pay a ...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged