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1 Vote

Create New Sales Code needs to be easier

When creating an invoice or purchase and you realise that an item is missing from your sales/purchase codes, you currently have the option to create a new sales / purchase code at that point. However, you have to guess what codes you have already ...

Created 15 Oct 10:15 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

password protecting invoices

with the GDPR it would be useful to be able to password protect invoices within Kashflow as currently i have to download the invoice, then re-save with a password and then upload into the invoice email. This takes a lot of extra time.

Created 15 Oct 07:30 by Guest

IRIS KashFlow / Invoicing & Quotes / Other

0 Acknowledged
1 Vote

Download a CSV of invoices by department

it would be useful to be able to download a departments list of invoices. Currently you can view the list, but not downlod it. I imagine it could be easy to add the download function here.

Created 12 Oct 13:10 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

To have more payment term options

Our customers are required to pay a month in advance by direct debit for some services but other services provided are invoiced to the customer and they are expected to pay by return before collecting their boats. As I cannot alter the invoices to...

Created 10 Oct 10:55 by Guest

IRIS KashFlow

0 Acknowledged
1 Vote

Amend Columns visible of Client invoicec summary, as well as Invoice summary list. ie swith PO Column for a Custom or SOW type field. Same applies for Supplier Purchase columns.

This would benefit us from a perspective of visible details. ie, while useful, Client/Supplier PO numbers are not the same as our SOW index or invoice details. This would remove the need for this to be duplicated just to be visible in reviews. In ...

Created 09 Oct 10:56 by Noel Gorvett

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Allow user to choose time for sending repeat invoices.

Allow user to choose a time for repeat invoices to send out. Mine currently send out at like 3am or sometime in the middle of the night. This means a) clients can miss the email as its not dropping in their inbox during day hours and b) looks gene...

Created 08 Oct 13:21 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
1 Vote

Additional Payment methods on Invoice

i have customers who prefer to pay by Paypal and it would be ideal if there was a choice of methods by embedding both PayOnLine and PayPal buttons on the Invoice. Also as i have a Direct Debit setup outside of KashFlow, it would be ideal if a prom...

Created 05 Oct 13:50 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Option to show full names of suppliers and customers on the downloanded VAT report

It would be useful to show the full names (rather than just the account code) of the customers and suppliers on the downloaded VAT report.

Created 04 Oct 08:57 by Caroline Pringle

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Alert / Reminder when a purchase invoice becomes due

It would be useful to have a section on the dashboard that shows on the day a purchase order is due to be paid or has become overdue

Created 03 Oct 15:52 by Simon Hargood

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

intergrated epos or third party epos intergration to allow instant sales and stock info updates

small shops or businesses with a shop/café facility have to manually adjust stock levels and input sales within the kashflow system. If at the till when an item was scanned and sold, it entered the sale in kashflow and reduced the stock levels acc...

Created 01 Oct 12:38 by Guest

IRIS KashFlow / Other

0 Acknowledged