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77
Vote
Separate Template for Pro-Forma Invoices
At the moment the only way to send a pro-forma invoice for prepayment is to alter the quote template. This obviously isn't practical as we send both quotes & pro-formas on a daily basis.A separate template for both is needed.
Created 10 Jan 09:14 by Guest
IRIS KashFlow / Uncategorised
4
Acknowledged
75
Vote
Different Send-From Email Addresses for Different Documents
Allow us to setup different email addresses for the various documents Kashflow can send, both from email and BCC email. For example, quotes should be sent from a sales@ address and BCC'd to sales@ and salesmanager@. Invoices should be sent from ac...
Created 10 Jan 09:13 by Guest
IRIS KashFlow / Uncategorised
15
Acknowledged
4
Vote
Create user option to remove the irritating "IRIS Pay setup link" on sales invoices
The IRIS Pay system will never be of interest to us and this "Ad" dominates the invoice creation space, it is very distracting and unnecessary.
Created 03 Jun 09:01 by Guest
IRIS KashFlow / Invoicing & Quotes
1
New
66
Vote
Online Filing of Corporation Tax
HMRC are now asking for iXBRL compatible files when submitting corporation tax. An automated link from Kashfow would be ideal, but suspect this is a bit more complicated than the VAT submission module, but the ability to export to iXBRL format wou...
Created 10 Jan 09:13 by Guest
IRIS KashFlow / Uncategorised
2
Acknowledged
65
Vote
Invoice Paid Email Notification
It would be great if I could tick a box or add an invoice to a watch list which would email me a notification when it has been paid by card. At the moment I have to keep checking the invoices manually to see if they have been paid.
Created 10 Jan 09:13 by Guest
IRIS KashFlow / Payments
4
Already exists
1
Vote
when adding new features, for existing customers change the message from "Let's make the most of your trial" (when I have had a subscription for several years now) to something like "Some great new features have been added. Let's make the most of them."
This saves customer and help desk time. By sending out the same messages to customers who are on a trial subscription and customers who already subscribe, then the customers who already subscribe are liable to contact the helpdesk to ask "has some...
Created 07 Oct 11:31 by Guest
IRIS KashFlow / Dashboard
1
New
59
Vote
Comparative Reporting for Profit & Loss and Balance Sheet
We really need to be able to look at the Profit and Loss account and Balance Sheet for a comparative period side by side with a current period.
Created 10 Jan 09:16 by Guest
IRIS KashFlow / Uncategorised
6
Planned
57
Vote
PayPal Importer - Individual Line Items & Quantities
As you're aware, when transactions are imported from PayPal to KashFlow, they all show up as one item on transaction or Multiple items as one item. Would there be any fixes for this so the quantity ordered tallies with the quantity imported into Kf?
Created 10 Jan 09:14 by Guest
IRIS KashFlow / Uncategorised
6
Acknowledged
56
Vote
Produce Customer Statements for different currencies, e.g. Euros
We have customers that request for their statements to be sent in there home currency.
Created 10 Jan 09:15 by Guest
IRIS KashFlow / Invoicing & Quotes
13
Part Released
1
Vote
Recurring Monthly Invoices
When I go to look at the recurring monthly invoices, the system has the options of looking at 10 items, 20 items, 50 items or 100 items... is there a way for me to have it so I can choose to see 500 items?
Created 01 Oct 08:59 by Guest
IRIS KashFlow / Invoicing & Quotes
0
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