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9 Vote

Invoices printing for different sized Paper than A4

Currently even if a height and width is defined in the HTML and BODY styles for a PDF template. The PDF outputted is hard fixed to A4 size. I would like to suggest offering "A4", "A5" and "Custom" page size options. We use pre printed business for...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
9 Vote

LEAD TIME OPTION IN QUOTATIONS

We are currently using the quote valid for / duration as "LEAD TIME" however this is only editable from the setting page. We would love to be able to edit this for each quotation

Created 10 Jan 09:19 by Jack Kirby

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
1 Vote

Setting the view for purchase invoices

Can I set purchase invoices to automatically open with 50 items instead of 10. Every time I open it I have to change the view. this is not a new idea. I see it has been raised before at least as long ago as 2018 but nothing has bene done about it....

Created 11 Jan 14:13 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Export Chart of accounts to .csv file

In the chart of accounts there is only the option to print a full list of the chart of accounts to a .pdf format. It would be useful to be able to download this into .csv format

Created 10 Jan 13:44 by Guest

IRIS KashFlow / Other

0 New
1 Vote

Create Invoice - Add Default Payment Option

When I now copy an existing invoice as a new invoice, the payment option defaults to "No payment option" for some reason. This confused me as I never even thought to check what that option was set to (the customer previously used Iris Pay). It sho...

Created 10 Jan 13:33 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

To be able to view past sent statements

i am unable to view statements tht have been sent. I can only view a notes saying its been sent and the time not the actual statement.

Created 09 Jan 16:53 by Anonymous

IRIS KashFlow / Customers

0 New
2 Vote

Turn an invoice into Commercial Invoice for shipping option

Option to have the ability to automatically create a Commercial Invoice for customs shipping declarations from a standard invoice (a Commercial Invoice is not actually an ‘invoice’ as in the traditional sense. It's required for customs declaration...

Created 14 Feb 14:17 by Guest

IRIS KashFlow / Other

0 New
2 Vote

When credit note applied then Kashflow should say CREDIT NOTE not PAID.

Customers are getting confused when we send a credit note as it says PAID. They only see PAID as its in big red letters so assume theyve paid it. Its a CREDIT NOTE therefore should say CREDIT NOTE

Created 14 Feb 09:55 by Claire Richardson

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Include 'send statements' check box on Profile

This would be useful so it works in harmony with the new 'schedule statements' tab rather than all contacts receiving statements

Created 05 Jan 12:46 by Guest

IRIS KashFlow

0 New
3 Vote

Implement Open Banking with Co-operative Bank

The Co-operative bank are implementing open access banking. Competing software packages already offer open banking with the Co-operative bank. Register with the Co-op bank so KashFlow can be included. Site link is https://www.co-operativebank.co.u...

Created 14 Mar 10:55 by Guest

IRIS KashFlow / Bank

1 Already exists