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Automatic saving to Dropbox

Saving every invoice to a dropbox account one at a time is very cumbersome, especially when multiple repeat invoices are generated. It would be very useful to allow all invoices to be automatically sent to the linked dropbox account upon creation/...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Bank details

There is very little bank details that can be stored as standing data within Kashflow, as a minimum we need to be able to put account number and sort-code. Additional information should really be SWIFT code and IBAN number, overdraft limit and ren...
Guest about 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

Add Amount Paid to the top of the clients transactions profile

Hi - currently you have 'Total Invoiced', 'Amount Due' and 'Amount Overdue' at the top of the clients transactions page - if you also added 'Total Paid' to these you would have a full house of all the important information regarding the clients tr...
Rob Smith about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Lock transactions but still allow nominal code to be amended

Once we lock the transactions in Kashflow we can no longer change the nominal code that the transaction is assigned to – we used to be able to re-allocate the transaction to a different nominal code, but make no other changes, which worked well. W...
Heulwen Thomas over 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Make number of items displayed in invoices and purchases configurable in settings

Every time I log in to Kashflow I set the number of items to 100 in both invoices and settings. It would be great if I could set this once in settings instead!
Guest about 5 years ago in IRIS KashFlow 0 Acknowledged

To be able to customise Holiday Year

Our holiday year runs from January to December so would like the option to be able to change the holiday year within Kashflow to reflect this.
Guest about 3 years ago in KashFlow Payroll 1 Acknowledged

Undeliverable Email Notification when emailing invoices

Wonder why your invoices dont get paid? Customer then says they didnt receive it! so you send another copy... and they still dont pay! WE MUST GET A NOTIFICATION WHEN WE SEND AN EMAIL INVOICE TO A CUSTOMER AND THE EMAIL BOUNCES. Please consider th...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Extend the time period before being logged out due to inactivity.

No description provided
Guest over 5 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Sent mail folder

We have been asked by a handful clients lately for us to forward on a copy of the original email that was sent when their invoice was emailed to them, often because they are saying that they didn’t receive the invoice, hence why they haven’t paid ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged

Put the 'Stay on Customer Details Page' option back when adding a new customer

Please can we have the option back to allow us to remain on the customer details page when adding a new customer. This option has been removed from the latest update. After entering full details, we now have to search for the new customer again to...
Rich Tapper over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged