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3 Vote

Enable pay online for â€œquotes / proforma invoicesâ€

At present we have enabled pay online using a new pdf template, this can be applied to specific customers, unfortunately it does not work when issuing a "quote / proforma invoice" - this would be very useful functionality to have because if we wer...

Created 10 Jan 09:32 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
3 Vote

Remove disabled repeat invoices from repeat invoices total

I asked if the total displayed under "repeat invoices" included disabled invoices and the answer was Yes, as below I can confirm that the total amount does include the disabled repeat invoices. Being able to remove the disabled repeat invoices fro...

Created 10 Jan 09:32 by Guest

IRIS KashFlow / Invoicing & Quotes

1
3 Vote

Allow matching of debit transactions against credit notes from the bank account to avoid a cumbersome manual process

The current bank account interface only shows Invoices or purchases and Credits therefore have to be reentered from the Credit Note Refund option; it is not even possible to match debits against the credit note.

Created 10 Jan 09:32 by Guest

IRIS KashFlow / Bank

0 Acknowledged
3 Vote

average days to pay

you should add the 'average days to pay' metric to the customer report (eg customers - download - all customers - download report). currently it can only be accessed by navigating into each individual customers page which is not scalable for large...

Created 10 Jan 09:32 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

sort employees by surname in Kashflow Payroll

It would be really useful to be able to sort employees by surname when producing the reports and seeing an overview of employees and the monthly payroll

Created 10 Jan 09:32 by Guest

KashFlow Payroll

0 New
3 Vote

Invoices

Hi All,It is confusing when invoices are raised they show as paid immediately even thou payments are pending in GoCardless, is there not a way that invoices could be shown as pending payment and then change to paid when funds have reached GoCardless?

Created 10 Jan 09:32 by Guest

IRIS KashFlow / Payments

1 Acknowledged
3 Vote

Matching rules for bank transactions

Matching Rules for bank transactions should have and/or function so you can match several narratives to same rule rather than create rule for each narrative. Example - salaries, at the moment you have to create rule for each payee rather than all ...

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

More naming options for Invoices, so the pdf files can have the date, company name etc in the file name.

More naming options for Invoices, so the pdf files can have the date, company name etc in the file name.

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged
3 Vote

A 'pop up' note system for clients/suppliers when you enter the record

If I need to add notes to a client record that are important and need 'flagging' up next time I enter the record - there is no way to do this. It would be helpful to add notes that pop up when you next enter the record of a customer or supplier - ...

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Customers

0 Acknowledged
3 Vote

Add attachment icon column on the bank transaction page.

Would be good to have the attachment icon column on the bank transactions page. This would allow us to see at a glance that a receipt has been uploaded for an outgoing payment when reconciling.

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Bank

1 Acknowledged