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1 Vote

The ability to automate the sending of invoices via email

I like the re-occuring invoice generation feature however I have clients that we do set jobs for on a weekly/monthly basis. I am able to set up re-occuring invoices for this but I would like the ability for Kashflow to email the invoice to the cli...

Created 05 Mar 15:39 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Already exists
1 Vote

Introduce bar chart option on Monthly Expenditure report

At the moment if you want to view your Monthly Expenditure quickly, you can only see it as a graph which I find confusing and unclear. A bar chart is much more effective and works well for Monthly Income. I can't understand why you don't have the ...

Created 01 Mar 13:21 by Catherine Stokes

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Change settings on customer statement

Please see attachment. Would it be possible to make ticks on EXLUDE PAID INVOICES & EXLUDE OPENING BALANCE as permanent rather then to do it each time I am generating a report.

Created 27 Feb 13:53 by Guest

IRIS KashFlow Connect / Settings

0
1 Vote

Selling product at cost alert

I think it would be useful to get an alert that the product you are selling is at the cost you have purchased it for, at point when you are issuing an invoice. I think Sage does it. It highlights the product.

Created 27 Feb 11:58 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

More flexible handling of imported bank receipts

We often have lodgements to our bank which are made up of several items - cash takings from several sources and customer invoice cheques. Compounding the problem is that our sales ledger people will have processed the incoming cheques as a payment...

Created 27 Feb 10:03 by Nick Robinson

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Illegal transactions

No description provided

Created 27 Feb 09:30 by Nick Robinson

IRIS KashFlow / Bank

1 Acknowledged
1 Vote

Download a report to transfer to a new software package

One of my clients has now taken on their own payroll. They have grown too big for it to be cost effective for it to be outsourced. When i try to send them the year to date information for them to import it into their own software i discovered that...

Created 21 Feb 18:03 by Guest

KashFlow Payroll

0 New
1 Vote

Allow for multiple packing slips to be printed in the same way that invoices are

We have to produce a packing slip for each invoice raised and this is done in batches

Created 17 Feb 15:49 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Send invoice out before Invoice date

Our customer's payments are due on the invoice date. However we need to be able to send out the invoice beforehand. Kashflow uses the created date as the invoice date. But we would like the created date to be just the date the email/invoice is ge...

Created 17 Feb 15:37 by Naheed Rehman

IRIS KashFlow / Invoicing & Quotes

2 Will not implement
1 Vote

Certificate Template

I have a service industry business and need certificates for my clients. To be able to populate the address from Kashflow would be very useful indeed. I'm sure a lot of users would find this a very useful addition and when integrated could be emai...

Created 17 Feb 10:39 by Guest

IRIS KashFlow / Other

0 Acknowledged