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Prefill invoice details

As we enjoy repeat custom, like many businesses, it'd be nice to have the option to insert previous invoice details, narrative etc from exisitng records.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Evernote Integration

It would be great if you could add Evernote integration. I'd love to be able to display a note or notebook from Evernote alongside a customer's contact info or invoice in Kashflow. This would be great for those of us who keep their customer notes ...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

a credit account number, credit limit and account details fields to supplier records

We have a number of suppliers with whom we have set up credit accounts. Each has a unique credit account number. Each has a different credit limit, and each may have details we need to record (such as when payment is taken by Direct Debit on or be...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

You should be able to set up two sets of automatic credit control emials. For instance one for each PDF theme you have for your invoices.

you should be able to set up two sets of automatic credit control emials. For instance one for each PDF theme you have for your invoices
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Stock received not allow part values

We has times that we order stock, say 6, but we only receive 2 and the remaining quantity is put on backorder. At the moment we can only press the receive stock button and receive all 6 items we have ordered. It would be great to be able enter wha...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Quote 'won' list - linked from the quote value.

Hi, Is there any updates/upgrades in the future that would create a listing of the quotes won & not just the value as this would help to track the 'to do' list?
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Allow more than one automatic import from PayPal

Allow scheduled imports from PayPal rather than just a single import per day happening automatically. I know you can manually start an import, but there is then a wait for this to process before invoices can start to be generated for customers. It...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Ability to have multiple graphs on the dashboard instead of having to pick just one.

No description provided
Sam Osborne almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Reports per account

Can we have a reports per account. I would like to see expenditure for just my Petty cash account rather than it all.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

Adding quotes to audit trail

We have recently had a couple of quotes deleted from our system by a user, and have no way of retreiving them as the backup doesn't include quotes. So I looked in the audit trail then contacted Kashflow support as we couldn't find reference to any...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged