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Automatic Billing via GoCardless using API

We raise the majority of our invoices automatically via the API. At the moment we then have to go in after and collect the money via GoCardless manually, which is a chore. It would be great if we could firstly check whether the customer has comple...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 3 Released

fix the New Version's major flaw in creating invoices

when creating an invoice once you choose a sales code you can't see a drop down of all the products attached to that sales code. You have to type in the starting letter to see just the products attached to that sales code that start with that lett...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Include VAT Liability in Money You Owe on Overview Page

On the fiinacial overview on the dashboard, VAT is not included in teh 'money you owe line' or in the calculation It just lurks as a 'loose' number under the graphs. Personally I would like to see my balance totals including the deduction of Curre...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Bring back the drop down list of products there used to be for invoicing

Bring back the drop down list of products when creating invoices. Recent update means you have to put a letter of the product in, but when you have lots of products sometime you can't remember what exactly you named the product, so the drop down l...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Released

Show Project Name in Invoice & Quote List

Is it possible you could add a small feature to show tt he project name in the invoice and quote list pages? we deal with site names and having to refer to invoice numbers is a little confusing. Many thanks
Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Released

Start Date for Monthly Repeating Invoices

I'm setting up some monthly repeating invoices to start on 1st April. It's 25th Feb today ... so if I set the repeating day as 1st, KashFlow will send an invoice on 1st March. Looking through the list of items I want to set up today, 20 out of 24 ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Upload Terms & Conditions as PDF, which is automatically appended to every invoice sent

When we send invoices to clients (as a PDF) we always attach an additional page which is our invoicing terms and conditions. This is a full page, and cannot be accommodated on the front of the KashFlow invoice. We do this according to legal advice...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Email read status tracking

It often happens that you sent an invoice and wait for it to be paid until payment is due, then you pick up a phone to find out that person has never seen the email. It could be lost within his/her hundreds of emails per day and he/she didn't noti...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 5 Released

Sandbox for API Testing

It would be nice to have some sandbox mode in the API to allow for testing new development (for example in the same way as GoCardless)
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Increase Auto Log Out Time

Increase inactivity time options so that longer than an hour can be selected for people who are working from home and need it on all day and don't want to have to keep entering passwords etc
Guest about 8 years ago in IRIS KashFlow / Uncategorised 3 Released