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IRIS KashFlow

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Unified Customer & Supplier Accounts

Sometimes I have clients who are also suppliers. Would it be possible to have a tick box in their details to be Customers as well as Suppliers to save putting the info in twice?
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Will not implement

Manage payments

We will need to take and make payments through Ebay Direct soon. We can not at the moment convert payments into invoices on the system (as you can with paypal, have been told this by your support team) We will have no choice soon but to change to ...
Guest over 4 years ago in IRIS KashFlow / Payments 7 New

Save & Send Invoices

When I create an invoice I want a one-click button for Save & Send to save time and clicks.
Guest 7 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Date Entering Shortcuts

Can date short cuts be introduced to save time when entering a number of invoices/payments? It can be quite time consuming having to enter the full date every time. Examples being: 4 - enters 4th of the current month 4/3 - enters 4th March of curr...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 5 Acknowledged

Linking Stock Products/Components for Sales Units

It would be great to be able to 'build' a sales unit out of individual stock items. Once a sale is recorded, the stock decreases in the component items, thus making the control of stock much more automated and the monitoring of GP much easier. Thi...
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

An option to put a default setting for sales invoices list display, ie display by issue date

Sales invoices issued automatically shows "last 90 days". However, we would prefer this to show all sales invoices, without having to change the setting from "90 days" to "issue date" each time that your visit this page.
Guest 4 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Automatically Email Invoice when Paid

Have the ability to set invoices to be emailed automatically to customers when they are marked as paid. Set customer by customer as not all customers require an invoice
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Integrate with Commerce Kickstart (Drupal)

A module to interface to Commerce Kickstart ( http://www.drupalcommerce.org/commerce-kickstart-2 ) using the KashFlow interface functions from: https://github.com/ecobee/kashflow and http://ecobee.coop/developer-collaboration
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Ability to set all date dropdowns to "all" instead of the default "last 90 days"

I'm always having to change this dropdown, to see "all" invoices, jobs or transactions. It would be so helpful to select "all" set it for all dropdowns, and the choice to be remembered. Many of my customers don't come back within 90 days, so I cli...
Guest almost 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Separate theme

Set up another theme just for quotes
Guest 4 months ago in IRIS KashFlow / Dashboard 0 New