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Gocardless Integration Options

It would be great if there was a little more control over the GoCardless API integration. Currently when a payment is taken from Kashflow an email gets sent to them from GoCardless which does not provide an adequate description of that particular ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Add/change names of quote categories

It would be great to add 'Invoiced' to the list of quote categories so that we can distinguish what's been invoiced from what's still going through. We like to keep quotes we've created so we can refer back to them when quoting for new work (often...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

add sales codes together in report so i can see total sales of a product sold at different prices

We sell the same product at different prices to customers, retailers and distributors so we have three sales codes for the same product. I want to add together the sales codes (for the same product at different prices) in reports. That way we coul...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

HELP!

I have used your system for over five years and think its great. However, I really need some help in the form of a simple 'notes' box on the sales type pages. It doesn't need to be anything fancy, just somewhere I can record notes about the produc...
Dave Harrell about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Integrate Kashflow with Taxamo

It would be great if Kashflow integrated with Taxamo. This would allow companies to use Kashflow with their online business and add the correct VAT to every order.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Please, please please add an intergration to infusionsoft crm through connect my apps as soon as you possibly can.

Infusionsoft is such a brilliant crm/ marketing tool but intergration with Kashflow would just make my life so much easier
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

post dated purchase payments to show in Dashboard

we put in salaries in kashflow and post date the payments via the bank so the salaries arrive in the staff accounts on the correct date. it would be nice to be able to see the "post dated" payments in the main financial overview dashboard as an ad...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Private/Non-print or Display Invoice Notes Field

In an earlier incarnation of Kashflow, before the newest UI, we were able to make notes relating to invoice content for our refernce only - ie notes that didn't display on the invoice when printed. We found this very useful - it'd be great to see ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

PDF attachments of invoices to credit control emails

Currently credit control emails do not include a PDF attachment of the overdue invoice. Whilst a hyperlink to download a copy of the invoice can be added through text substitutions, this is blocked by many company firewalls. This then means additi...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Option to factor in unmatched bank transactions in bank balance

I keep a lot of unmatched bank transactions lying around for my bookkeeper to process very infrequently, but that means that my bank balance is way out - currently by thousands of pounds. It would be good if I could tick a box to enable an option ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged