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2 Vote

auto post code recognition

POSTCODE RECOGNITION, is highly important to most users of card payment over the phone, this would naturally give an autofill facility overcoming a huge amount of time and sometimes frustration with Customers, particularly if not fluent English sp...

Created 06 Aug 11:44 by Guest

IRIS KashFlow / Other

1
1 Vote

Have an app like Zapier which allows integration of eBay purchases into Kashflow purchases

Rather than having to manually input eBay purchases, it would be useful if Zapier, or a similar app could sync eBay purchases to Kashflow purchases. I think I recall the PayPal app did / does this?

Created 30 Sep 11:36 by Guest

IRIS KashFlow / Purchases

0 New
2 Vote

Flexibility to move logo on pdf templates

The option to range a logo left, centre or range right on a pdf template only exists on the classic theme. It should be available on any new theme so users can customise their invoices etc. After all, that's the customer-facing document.

Created 02 Aug 08:23 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Add extra box under customer profile additional contact

The ability to send a customer sales order to a selected contact. I.e. on the customers profile tab, under Additional Contact, add a new tick box below "Receive Invioces" labelled "Receive Sales Orders". This is very useful if your client requires...

Created 27 Sep 10:08 by NKB

IRIS KashFlow / Customers

1 Acknowledged
2 Vote

Adding products to a quote / invoice by searching the product code not the description.

As we give codes to customers, they use these when ordering. It would be easier to enter onto an invoice if you could just start typing the code. It would be much quicker. Also why is it each product code will only display up to 10 consecutive pro...

Created 23 Jul 11:33 by Rachel Nowak

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Overdue invoices bulk sending

when bulk sending overdue invoices, please create a function where you can select which email template to use. Currently it sends the default email which in my case is a standard here’s your invoice email, with overdue invoices a more direct tone ...

Created 24 Sep 19:34 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

To reverse the view of reconciliations

When we reconcile - after clicking on 'Reconcile' the page displays all the previous reconciliations. The oldest ones being displayed on the top page. I think it would be much more useful to have the latest on Page 1. Could the order be reversed?

Created 20 Jul 13:02 by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Additional Users - Project Only

We have administration staff who need to set up projects, but not have access to the other information on Kashflow. Please could you make this possible.

Created 19 Jul 12:13 by Guest

IRIS KashFlow / Projects

0 Acknowledged
2 Vote

Can you put the date of when the invoice was paid on the invoice?

When you print the invoice off, it has a big red PAID but no date so i keep having to log back into the system to manually write the dates they were paid down.

Created 17 Jul 10:14 by Guest

IRIS KashFlow / Invoicing & Quotes

2
1 Vote

Purchase / Sales Code Search option

Currently when using the power of KF Purchase or Sales code feature and I need to update something - price change, description alteration etc which would affect invoices and purchases dropdowns - it can be a very long winded process to perform upd...

Created 21 Sep 13:37 by Ben

IRIS KashFlow / Purchases

0 New