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2 Vote

Add a "Pay Now" button to Quotes

Is it possible to get the "Pay Now" button inserted into the "Quotes" email sent to customers please. This way we don't have to issue a quote, then issue an invoice - they could just pay off the "quote" and Kashflow can change the quote to a paid ...

Created 23 Oct 18:13 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Add fields

Hello, I have a client that owns an auto service. He asked me how can he add some fields to be completed on the Invoices and I've sent an e-mail to customer services and they told me to give you the idea here. He requires some fields like 'registr...

Created 22 Oct 13:24 by Express AccounTax

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

Ability to view log on details of Kashflow Account - Security Issue

I have been told by support that it is not possible to view log on/transaction/log out details of access to your Kashflow account.I feel this is extremely necessary from a security point of view. As an Admin User I should be able to log in my Kash...

Created 22 Oct 12:15 by Guest

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

When entering "Add Payment" the date is automatically copied from the "Issued Date" to save time entering payments.

It would simply save time entering the payments, which I do at the end of each month. Therefore any receipts from parking, for example, dated 25/09/2018 must be entered under the "Issued Date". When I then click "Add Payment" I then have to re-ent...

Created 16 Oct 11:29 by Guest

IRIS KashFlow / Payments

0 Acknowledged
2 Vote

Credit Control for Individual Customers

It would be useful to be able to select automated credit control for specific customers. At the moment it's either all the customers or none.

Created 15 Oct 11:16 by Andrea Hall

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

auto emails must show the company name

I have 20 clients on kashflow and occasionaly I get an auto email that alerts me to something and it tells me to log in to kashflow.......but it does NOT tell me which company to log in to. Then I have to seach every company to try and find out wh...

Created 04 Nov 12:52 by Guest

IRIS KashFlow / Reports

0 New
2 Vote

Add link to suppliers transactions page to batch payments

During a data entry session, I can be entering payments for a particular supplier over the past two or three months. Sometimes, there are batch payments. To make a batch payment, I then have to go to Purchases, select the batch payment button, scr...

Created 12 Oct 11:52 by Gary Newbrook

IRIS KashFlow / Suppliers

0
2 Vote

only the DELIVERY ADDRESS to appear on all other documents

We basically want the BILLING & DELIVERY ADDRESS to appear on Invoices and only the DELIVERY ADDRESS to appear on all other documents

Created 08 Oct 15:10 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Logging mileage and paying the expense to employee/director

I notice you have now added the mileage feature for Ltd companies - Great. I understand how to log the mileage but how does Kashflow account for paying the expense to the employee? Currently we have an expense account for out of pocket expenses wh...

Created 05 Oct 13:10 by Gary McDonald

IRIS KashFlow / Bank

3 Acknowledged
2 Vote

Email addresses for non primary contacts are not searchable

Email addresses for non primary contacts are not searchable - i.e. the search comes back with no results many thanks

Created 02 Oct 11:11 by Guest

IRIS KashFlow / Customers

0 Acknowledged