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6 Vote

A selection of which bank account to import to when importing Bank Transactions. All other major competitors of kashflow doe this.

A selection of which bank account to import to when importing Bank Transactions. All other major competitors of kashflow doe this.

Created 10 Jan 09:20am by Anonymous

IRIS KashFlow / Uncategorised

3 Acknowledged
8 Vote

Invoice & Purchase list summary view

I would find it incredibly helpful to see the invoice/purchase order description in the summary list when viewing a customer and/or supplier. Currently you can only see the amount, date, Inv no and status.It would also be great if there was a colu...

Created 10 Jan 09:20am by Guest

IRIS KashFlow / Uncategorised

2
6 Vote

ability to add PaymentMethod when applying and AdvancePayment to an Invoice through the API

In the KashFlow API, an AdvancePayment does not have a property for PaymentMethod. An InvoicePayment does. When an AdvancePayment is applied to an Invoice, no option is provided to add a PaymentMethod and a default option is chosen. Once an Invoic...

Created 10 Jan 09:20am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
9 Vote

Tab for order entry

When entering product lines on an invoice/purchase order it stops your work flow to add a new line using the 'point and click' method. You can tab across the product details line and then have to pick up the mouse to add another line....Would it b...

Created 10 Jan 09:20am by Guest

IRIS KashFlow / Uncategorised

3 Acknowledged
19 Vote

the ability to add text to customer statements, as in invoices.

My new customers often ask for bank details when presented with a statement, even though the details are on every invoice. I would like to be able to amend the statement format like I can amend the invoice format. Also useful to add 'please advise...

Created 10 Jan 09:20am by Guest

IRIS KashFlow / Uncategorised

1 Planned
7 Vote

Print Invoice (No Logo) Email Invoice (Logo)

When we print an invoice for a customer we use our own letterheads and therefore would like the option not to include the Logo saved in Kashflow. at the moment the logo will print out on the email version and the print (hard copy version). I would...

Created 10 Jan 09:20am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
6 Vote

Online payment page card selection and automatic payment fee

Can you add a feature to disable the option to select Amex cards, Diners cards, JBC cards on the online payment page. When my clients are sent the pdf with the online payment button they are redirected to the online payment page but this has all t...

Created 10 Jan 09:20am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
6 Vote

The option to input individual product weight with overall total weight calculation displayed on packing slips for transport purposes.

We are an events company who hire out equipment and in order to not overload our vans we need to calculate how much equipment is being loaded. So, when we are putting a quote together for an event it would be useful to have individual product weig...

Created 10 Jan 09:20am by Guest

IRIS KashFlow / Uncategorised

3 Acknowledged
7 Vote

Have finally settled on using Insightly CRM. Would be great to see integration with Kashflow.

No description provided

Created 10 Jan 09:20am by Andy

IRIS KashFlow / Uncategorised

1 Acknowledged
6 Vote

Calculating profit on a quote

When creating a quote the system knows the wholesale price and sale price, why can it not tell me how much profit the quote will generate?

Created 10 Jan 09:20am by Guest

IRIS KashFlow / Uncategorised

1 Will not implement