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1 Vote

Import ebay and paypal transactions

No description provided

Created 11 Jul 12:39 by Guest

IRIS KashFlow / Partner Apps

0 New
1 Vote

Removal of reports for clerks to see

I have an invoice clerk that can see everyone in the companies wages and director dividends

Created 10 Jul 12:40 by Guest

IRIS KashFlow / Reports

0 New
1 Vote

Reports to be run between dates

Can you modify your overdue invoices report to be able to run this report between two dates, and have the report in spreadsheet format (ie with one transaction per line rather than in blocks of info per transaction?

Created 06 Jul 09:49 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Set Up A Direct Debit Linked To A Customer’s Credit Card

At the moment Operators can take (Credit) Card payments ‘manually’ on an ad-hoc basis and also set up and take payments via Direct Debit from the customers bank account. I have done this with clients and I was going to recommend Kashflow & Str...

Created 05 Jul 17:27 by Adam Richards

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

A Drop Down of Descriptions When Creating a New Invoice

Operators can create their own descriptions and then select them from a Drop Down menu. When selected the text can also be edited if required. For example (selected from the Drop Down):- “Services From Until At £ a Day” …could be edited to:- “Serv...

Created 05 Jul 16:55 by Adam Richards

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

disable auto credit control for a specific customer invoice

When a customer rings to arrange a payment plan, I would like to disable the auto credit control for that specific invoice. I want to stop the chase letters being sent to them, for that invoice. I would like it to still appear on a statement, to s...

Created 29 Jun 09:38 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
1 Vote

Making invoices pdfs editable

I have had a few queries from clients who receive our invoices and have said that they are read only and they are unable to make notes on. As many are now working from home and unable to print and sign they need to approve electronically for their...

Created 29 Jun 09:28 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

'Additional text' to appear on statements

In Settings>PDF Themes>Default Theme>Misc options, there is a field for 'Additional text' that can then appear on invoices, quotes, POs and packing slips. We enter our bank details here for UK and International payments so that they alway...

Created 29 Jun 07:32 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Notification of when recurring Invoices stop

I would like to see a feature that allows a user to create a notification for when recurring / repeat Invoices stop. As a user of the system I create several recurring Invoices for councils that get Invoiced monthly. Councils only release PO numbe...

Created 27 Jun 08:42 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Bank feed: match expenses in bulk

When uploading a statement, I have multiple items which would fall under the same group, e.g. Microsoft/Subscriptions or Amazon/Computer Peripherals, etc. Rather than entering the same details for each line, it would be a great time saver to selec...

Created 25 Jun 14:09 by Angelo Corbo

IRIS KashFlow / Bank

0 New