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Automatic saving to Dropbox

Saving every invoice to a dropbox account one at a time is very cumbersome, especially when multiple repeat invoices are generated. It would be very useful to allow all invoices to be automatically sent to the linked dropbox account upon creation/...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Improve switching between bank feed and matching rules

Switching to the 'Matching Rules' tab when on the bank feed loses all in-progress assignments, and resets any date range that was previously set – infuriating! Please fix this :)
Guest about 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

Invoices printing for different sized Paper than A4

Currently even if a height and width is defined in the HTML and BODY styles for a PDF template. The PDF outputted is hard fixed to A4 size. I would like to suggest offering "A4", "A5" and "Custom" page size options. We use pre printed business for...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

allowing bank feed transactions to be assigned to projects, especially with Rules

Projects are very helpful in Kashflow, but if the bank feed is the driver that creates new P&L & BS transactions then it's difficult to find them and assign them to projects. When creating new invoices & purchases using the bank feed, ...
Guest about 8 years ago in IRIS KashFlow / Projects 3 Acknowledged

LEAD TIME OPTION IN QUOTATIONS

We are currently using the quote valid for / duration as "LEAD TIME" however this is only editable from the setting page. We would love to be able to edit this for each quotation
Jack Kirby about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Pay Online Button Improvements

The pay online functionality is great. However this should be configurable on a per invoice and per customer basis, not just a system-wide setting. This enables us to ask the customer in advance how they would like to pay and make an invoice up ba...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

AlphaNumeric field for invoice number/reference

Can you have this option available in the near future or on your next upgrade? I am requesting that invoice number fields to be alphanumeric. We await your reply. Thanks
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Nominal Code Default Setting Suppliers & Customers

With the default nominal codes it would be good if you could have it where you could set this as you are putting purchases on and just press update customer or supplier record. Exactly like you have it where you can type an address in on an invoic...
Guest about 8 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

To be able to see the Purchase Order description on the invoice list, similar to the Quote Ref when looking at the list of quotes

Please can I suggest in Customers section in the 'Invoice,Stats,Etc' that we can see the Purchase Order reference in the list of invoices box (along with the date, invoice number, amount etc), as then we could clearly see what each invoice is for,...
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

Full Integration with IRIS Time & Fees

Full integrate IRIS time & Fees with Kashflow this enabling you to not only benefit from a quick accounts package but also have all the features available in Kashflow to chase up your own debts. E.g Automatic credit control, better statements ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged