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1 Vote

raising a Proforma invoice without having to raise a quote

we do not always raise a quote as we have price list but do need to raise a proforma invoice before going ahead with the order

Created 21 Apr 10:31 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

CSV Upload to update current customers

The ability to be able to do a mass update on current customers, by using the customer code, and updating field details already on the system. At the minute this isn't allowed as it would be duplicated.

Created 15 Sep 08:47 by Guest

IRIS KashFlow / Customers

0 Will not implement
2 Vote

Different reply to address

We use an external SMTP service to send kashflow notifications - however so it doesn't get in the way of our base domain MX records we run it via a subdomain EG out.domain.com - but our Kashflow is currently set to send them from EG domain.com - b...

Created 14 Sep 15:43 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Introduce a self billing invoice for a supplier within Kashflow?

For example if a cleaner works for 2 hours a week for a client can the system be enabled to prepare an document as though it were an invoice from the supplier to support a payment by the client to the supplier thereby avoiding the need for the cle...

Created 13 Sep 16:10 by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

Regarding two pension form for same employee

We have a member of staff who is holding two position . As a Receptionist she pay 5.6 % contribution and as a Phlebotomist she suppose to pay 7.1% but due to kashflow doesn't have two type of pension form we are unable to add various % towards to ...

Created 19 Apr 08:16 by Guest

KashFlow Payroll

1 Acknowledged
1 Vote

Make "memorable word" optional

My team seem to regularly run into issues logging in due to the "memorable word" security layer. This should be able to be freely disabled by the customer if it does not suit their needs.

Created 16 Apr 13:43 by Guest

IRIS KashFlow / Other

0 New
1 Vote

Expand the range of Substitute Text for email templates

To add the option of sending email templates with more substitute texts. In our case the ability to have a month automatically filled, such as "Please find attached invoice for the month of [MONTH] "

Created 16 Apr 08:30 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

I have numerous orders which use fractions of a penny. There is no facility for this on Kashflow please can you incorporate this as this is causing Over paid or part paid notices

Wolseley Center where I purchase majority of goods in my industry use this system.

Created 05 Sep 08:34 by Guest

IRIS KashFlow / Purchases

1 Acknowledged
1 Vote

Gocardless integration for non VAT registered businesses

Currently Gocardless net fees is noted as bank charges and the VAT element is reclaimed. This should not be the case when the business is non VAT registered.

Created 15 Apr 11:23 by Guest

IRIS KashFlow / Suppliers

0 New
1 Vote

SMTP Information & Alerts

Emails I was sending out via Kashflow own smtp service were either being rejected or classified as spam as they were originating from a different source to my registered domain. To get around this i use a third party smtp service authorised to my ...

Created 15 Apr 09:47 by Andy Harrold

IRIS KashFlow / Invoicing & Quotes

0 New