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IRIS KashFlow

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Link a subcontractor (supplier) to a customer

I'm an agent matching subcontractors to customers for projects - there's currently no way to automatically link subs automatically to their customers. This means I have to create all the records manually through projects. I'd like to be able to ch...
Guest over 7 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

in order to be able to use Kashflow, we need to be able to add our own invoice numbers and not "1, 2, 3 etc" as is automatically inserted by Kashflow.

We dont work on a customer account basis but each invoice is specific to different customers
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Adding a reference to invoices

An addition of a Reference for each invoice means you don't need to click on invoices individually to find out what they were for.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Reviewing Batch Payments

It would be useful to be able to call up batch payments to recap what invoices have been paid. If there's a query it would be useful to be able to see all invoices paid in the batch
Ken Callaghan almost 4 years ago in IRIS KashFlow / Payments 0 New

payment receipt amending ability

I send payment receipts to customers, it would be very useful if I could have an editable template for this. Currently I have to change all the details as required.
Guest almost 4 years ago in IRIS KashFlow / Payments 0 New

Adding Pay Now button to proformas

Please could we get the "pay now" button added onto proformas so clients can pay them upon receipt
Kirsty Willis almost 4 years ago in IRIS KashFlow / Payments 0 New

retain settings on batch payments and enable a button 'post another batch payment'

I have to balance many Paypal payments, and I choose to do this every month or so, in a batch. Each time I go into batch payments, I have to set the invoices to appear in pages of 100. Each time I make a batch payment I have to exit and go in agai...
Karen Slade almost 4 years ago in IRIS KashFlow / Payments 0 New

A way to associate imported PayPal purchases with invoices

Hi, I was quite surprised this wasn't already a feature. I spoke to support, and they have told me as such Basically, the idea is that when you are importing "purchases" from PayPal into your account, you get the option to CREATE a new purchase, b...
Guest almost 8 years ago in IRIS KashFlow / Partner Apps 1 Acknowledged

Annual or Multi-year Subscriptions - why are these not offered?

Why does KashFlow not offer the option to pay for a full 12 months subscription in advance - with a suitable discount being applied, rather than just the ongoing Monthly subscriptions at present? Or even better, to reward your many loyal subscribe...
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Purchase Sub-Codes in BANK

The ability to use purchase sub-codes when adding purchases through the Bank option. At present we can do this through Purchases but there is no way to assign a sub-code, only the main nominal code.
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged