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IRIS KashFlow

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Proforma invoice

It would be helpful if I could create a proformer invoice and be able to convert it to a invoice the same as I can with quotes/ estimates
Guest about 8 years ago in IRIS KashFlow 7 Will not implement

Finish the REST API

Please release the REST API into production. I have been waiting since it was first announced which seems like a very very long time ago.
Paul Jansen about 8 years ago in IRIS KashFlow / Uncategorised 26 Started

A feature that allows you to send one email attaching multiple invoices

No description provided
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Updating a product price list using CSV imports

Currently we cannot update or delete a product import CSV file. I have a client who uses the software who wants to be able to update the CSV product import on a monthly basis to update the system with new prices or new products.If you try and impo...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Planned

VAT Return - Marking a return as paid Function Improvement

When marking a VAT return as "Paid", Kashflow should prompt to create a bank transaction like the process in "Sales Invoices" and "Purchase Invoices". The comment field should make reference to the VAT period. This removes the requirement to creat...
Anonymous about 1 year ago in IRIS KashFlow / Reports 0 Acknowledged

Relevant TB reporting

Where a client is registered for flat rate VAT, rather than provide a standard TB, provide one that actually gives the figures that go into the accounts without having to jump through hoops to derive gross turnover etc.
Guest 6 months ago in IRIS KashFlow / Reports 0 New

Allow direct posting to customer from bank feed

My issue relates to bank feed transactions that need to be allocated to a customer account WITHOUT creating a sales invoice. A lot of my clients pay me by standing order so they get posted to their account as received as “advance payments on accou...
Paul Connon 6 months ago in IRIS KashFlow / Bank 0 New

Make Customer selection easier

In the Customer Section, arranged alphabetically, it would help if the 'Page 1/2/3' etc'. function for searching out other customers beginning with the same letter, was also at the top of the page as well as the bottom of the page. If we have a l...
Guest 6 months ago in IRIS KashFlow / Customers 0 New

2FA

Why is Kashflow not considering 2FA, via authenticator app. It doesn't make sense when so many provide such a service. Kashflow are being left behind.
Guest over 1 year ago in IRIS KashFlow / Customers 1 New

Add PURCHASE ORDER field to email templates

I can pull over #INVNUM# to bring over the invoice number, please can you add #INVPO# to bring over the text from the Purchase Order field so I can include it in the SUBJECT LINE of the email. This would be super handy and stop me having to do it ...
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged