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1 Vote

Email Notifications - New Invoices

I am receiving a lot of SPAM! from Kashflow in the form of unwanted emails relating to the automatically generated invoices. I have an invoice that is created every day for our tills information to be entered. This side functions fine, however, ev...

Created 24 Nov 05:06pm by Ben

IRIS KashFlow / Other

0 New
2 Vote

auto open the record when the search result is a single item

When searching for an item in a list such as "suppliers" if the search result delivers a single item then the system should open that item rather than display a list of only 1 result. Example: There is only 1 customer with name beginning "S" so if...

Created 22 Nov 03:28pm by Guest

IRIS KashFlow / Uncategorised

0 New
1 Vote

multi companies feature

hey. It would be great if you could add a multi companies feature that allow user that have more than one company to switch between them. Cheers. Ants.

Created 21 Nov 01:54pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Allow users to create their own Quote Category

I need a quote category 'Ready for Invoicing' as we have just got Draft, Sent, Neg/Review, Closed - Lost/Won - which misses this stage out Can I add my own quote category?

Created 15 Nov 05:10pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Quote templates - quote templates for different services so i dont have to write them out everytime or find one to copy

No description provided

Created 15 Nov 04:20pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Online Payment Links on Invoice. When creating an invoice for a customer I'd like a button to toggle on/off the online payment link attached to the invoice. This is because I sell some high priced items that I don't want paid for through an online card payment system as the fees are astronomical. But on lower priced items I don't mind. Currently I have to go through multiple steps to disable the online payment option, to then create and send the invoice, before having to go through all the steps to re enable it. .

No description provided

Created 12 Nov 05:19pm by Andy Harrold

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

VAT reconcilition Report Facility

A useful report to allow the reconciliation of the VAT report back to the balance sheet

Created 10 Nov 03:54pm by Guest

IRIS KashFlow / Uncategorised

0 New
1 Vote

auto emails must show the company name

I have 20 clients on kashflow and occasionaly I get an auto email that alerts me to something and it tells me to log in to kashflow.......but it does NOT tell me which company to log in to. Then I have to seach every company to try and find out wh...

Created 4 Nov 12:52pm by Guest

IRIS KashFlow / Reports

0 New
2 Vote

Send customer a link to an online invoice so we can track if it has been seen

Sending PDFs by email isn't great as there's no way of knowing if the customer has seen them (or if they've ended up in spam). Other invoicing software allows you to send a link to an online version of the invoice so you can then see if a customer...

Created 29 Oct 01:37pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Customer Bulk Update Facility

Having imported around 400 customers onto Kashflow, I then created a new default PDF for invoices and changed the HTML code (to include delivery address) and in addition changed the default payment terms from 28 days to 30 days as a system wide se...

Created 28 Oct 11:43am by Guest

IRIS KashFlow / Customers

0 New