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IRIS KashFlow

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Check box

desperately needing a check box on an invoice to show Job in progress or job complete. Trying to integrate into zapier but cannot disguish between ongoing jobs and completed jobs
Anonymous about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Display Billing Country of Invoice

I want a report that shows the country for each invoice or sales, like int he activity report
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

To add a clock button to accept a quote

when a quote is sent it would be good to accept a click button for the customer to accept the quote
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Choose if a field is mandatory in customer profile

I would like to make email addresses mandatory in customer profile so staff can’t add a customer without an email adreess.
Anonymous over 3 years ago in IRIS KashFlow / Customers 0 New

Add checkboxes to invoices

it was be useful to customise some check boxes at the bottom of an invoice. Ur - order in progress, order collected etc
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

ability to export a list of Customers by status ie ARCHIVED or UNARCHIVED

At present there is only the ability to generate a report of All customers or customers who have been invoiced between specific dates. There is already functionality to actually ARCHIVE customers in the Customer section of the system, but there is...
Jo Triner over 3 years ago in IRIS KashFlow / Customers 0 New

Correct application of payments on account and vat

VAT on payments on account from a customer are logged on a VAT return when received, as they should be when cash accounting for VAT. When they are then matched in the future to the sales invoice, if it is not the exact amount, it may create an ove...
Guest over 3 years ago in IRIS KashFlow / Customers 0 New

Have an app like Zapier which allows integration of eBay purchases into Kashflow purchases

Rather than having to manually input eBay purchases, it would be useful if Zapier, or a similar app could sync eBay purchases to Kashflow purchases. I think I recall the PayPal app did / does this?
Guest over 3 years ago in IRIS KashFlow / Purchases 0 New

Overdue invoices bulk sending

when bulk sending overdue invoices, please create a function where you can select which email template to use. Currently it sends the default email which in my case is a standard here’s your invoice email, with overdue invoices a more direct tone ...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Purchase / Sales Code Search option

Currently when using the power of KF Purchase or Sales code feature and I need to update something - price change, description alteration etc which would affect invoices and purchases dropdowns - it can be a very long winded process to perform upd...
Ben over 3 years ago in IRIS KashFlow / Purchases 0 New