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List of overdue invoices on Dashboard

Can we have a window on the Dashboard that displays a list of overdue supplier invoices - and likewise - a list of overdue customer invoices? I realise there is a balance on the screen that can be clicked on to get this list, but to have it consta...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Bulk allocation of multiple unmatched purchase receipts and payment for supplier

The facility similar to the attached screenshot from SAGE where all unmatched purchase receipts and payments for one supplier are listed and then you can just select the items to allocate against one another
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

More quote list features

1. List quotes without VAT, and show totals without VAT2. Offer filter for quotes - eg show only 'won' 'clientX' or 'projectY'
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Net and Gross VAT

Its inconsistent to have net VAT figures on invoices and Gross VAT figures on the on screen version. If you are cross checking its not consistent. Can you have Net prices on the screen version of an invoice?
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Set-up Go Cardless Direct Debit BEFORE customer is added to Kashflow

Currently we have to add the customer in Kashflow before we can send them a request to set-up a Direct Debit via Go Cardless. It would be much much better if we could just send them the link to set-up a Direct Debit within the Kashflow app and the...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

Include Customer Name on Customer List

Would consider adding the customer name alongside the business name in the customer list section of kashlow? As our business deals with and invoices many different clients from a single business/organisation, it makes it difficult to quickly ident...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Repeating items per page in custom PDF themes for invoices

When creating custom PDF themes for invoices I would like some elements to repeat for each page, a bit like a background but actually part of the flow of a page. For example I want to display [LOGOFILE] and [SENDER_ADDRESS_MULTILINE] on each page,...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

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

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

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Andy about 8 years ago in IRIS KashFlow / Uncategorised 1 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