Uncategorised

Showing 590

Cash Basis accounting support

Currently Kashflow doesn't have the ability to reflect those that produce their accounts on a Cash Basis. The reports are all tailored to traditional accounting, as is the VAT warning message that comes up when your turnover is approaching the VAT...

Anonymous over 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

5 VOTE

The ability to change the 'from' email address with the email templates.

Even though we are a small business, we have different email address set up for different purposes and sites / projects. If we can change the 'from' email address when we create a template it would be extremely useful. At the moment we have to dow...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

5 VOTE

3D Secure card payments

At the moment, sagepay's 3D secure (verified by visa etc.) freezes the online invoice payment.Would be great if you could resolve this issue, as this adds to the security while paying online, and reduces the risks of fraud and charge backs.

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

5 VOTE

Preventing Customer Duplication

It would be great if we can be stopped from creating a new customer record by trying to use the same mobile number or e-mail address that already exists on another customer record... ...by giving us an easy option, asking whether we would like to ...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

5 VOTE

Alphanumeric

A simple idea of adding letters to invoice numbers, a simple C for a credit note would help.Also, a supplier reference may be the same as a sales invoice reference but the system won't let you use the same reference twice. How would you treat this?

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

5 VOTE

Multiple attachments with invoices

You can manually attach extra PDF files when sending out invoices but if you could upload a file that could automatically attach along side the invoice (terms and conditions for example) that would be perfect.

Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

5 VOTE

More options for date supstitution in repeated invoices

When creating new repeat invoice, you can use date supstitutions in the description field of the invoice lines, like %m for current month, %m+1 for next month, %m-1 for previous month. Can you please increase the range, so you can add %m+2, %m+3 ....

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

5 VOTE

Add Insightly CRM as an integrated App

Can you look to bring an integration with Insightly

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

5 VOTE

Quote to estimate

Have the option of renaming a quote to an estimate on individual quotes rather than changing it in the settings

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

5 VOTE

Terminolgy

I am sure I am not alone in finding the terminology in Kashflow frustrating. Why do you call receipts "payments" and can't you call sales "sales" and not "invoice", a term which could mean either purchase or sales documents

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Please enter your email address

KashFlow Ideas

FILTER BY CATEGORY