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Print Invoice (No Logo) Email Invoice (Logo)

When we print an invoice for a customer we use our own letterheads and therefore would like the option not to include the Logo saved in Kashflow. at the moment the logo will print out on the email version and the print (hard copy version). I would...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Online payment page card selection and automatic payment fee

Can you add a feature to disable the option to select Amex cards, Diners cards, JBC cards on the online payment page. When my clients are sent the pdf with the online payment button they are redirected to the online payment page but this has all t...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

The option to input individual product weight with overall total weight calculation displayed on packing slips for transport purposes.

We are an events company who hire out equipment and in order to not overload our vans we need to calculate how much equipment is being loaded. So, when we are putting a quote together for an event it would be useful to have individual product weig...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

Have finally settled on using Insightly CRM. Would be great to see integration with Kashflow.

No description provided
Andy about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Bank fields

There is a need for more fields in bank. We need to be able to put tranaction reference (eg cheque/paying in number); name of payee; description on transaction and ideally two further codes. Example uses could be internal refernec number in filing...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Multiple payment options in invoices

I use Paypal as one of many options to get paid by my clients. I love that I can have a 'Paypal' button in my Kashflow invoices. However, I also wanted to show my customers that they can pay me be Go Cardless too. It would be great if I could have...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Ability to have different themed invoices for a customer

When creating an invoice have the ability to choose at that time the type of themed invoice you require. For example, at present, if you set up reoccurring monthly invoices which contains specific wording, e.g. relating to DDs and then you wish to...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Bank reconciliation - imports for subscribers to a service

Hi, We have changed to the new interface and enabled bank imports, we even got it to work. However it was a major dissapointment for us as it completely lacks what the ability to link bank with KashFlow should provide. We have customers who pay a ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Project P&L

To give a true P&L for each project it would be great to be able to associate PAYE or CIS to projects, this would give a better picture of each project profit
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Simple CRM Functions Built In To Kashflow

- Ability to add a Prospect / Lead to a new 'CRM' section.- Set the customer status to Cold, Warm or Hot and set a potential conversion percentage- Once they are confirmed as ordering or submitting to a project, you can simply press a button to co...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged