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Ability to change invoice notes (or template) depending on payment method

I'd suggest that the system should allow for additional information to be added to the invoice based upon the payment method.At the moment if the payment will be taken via DirectDebit through GoCardless, all that's added is a "PAID" stamp. I think...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allowing going back to the same place on the bank page after assigning an invoice to save scrolling down every time!

As above
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Setting recurring invoicing on a customer basis

Hi I would like to use the feature of recurring billing. However my payment cycles with my customers are four weekly, not monthly. GoCardless give this option of setting up a Custom payment plan which is very useful. So I bill customers every 4 we...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Prevent inadvertent modification of locked transactions during automatic reconciliation

Prevent inadvertent modification of locked transactions during automatic reconciliation.When using bank feeds to automatically reconcile your bank account, if there are transactions it cant automatically match, it gives a list of possible transact...
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Account References in the drop down menu

Having the Account References in the drop down menu, instead of the Account Names, would be quicker to find e.g. KENT015
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

The ability to add more than one tax code with the same tax value, to help with partial exemption and de minimus calculations

Would it be possible for Kashflow to allow the set up of more than one tax code with the same tax value - i.e. 2 different named codes @ 20%. I have to calculate partial exemption on part of the business and I use the de minimus check to see if I ...
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Improved management of 3rd party payments

I have a problem that often results in gocardless transactions being applied twice to my current account balance. Whenever gocardless pay money into my current account this is automatically applied to my current account balance which is great. How...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Omit disabled invoices from Sales \ Repeat Billing list

It would be useful if you enhanced the Sales \ Repeat Billing option toallow the option to display live billing only. Ex-clients currently display on this list (albeit in grey) and it would be helpful to omit them from the list.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Purchase Invoices stored by Supplier on Dropbox

When attaching an electronic invoice to a purchase, having this file stored within the Supplier folder in Dropbox, rather than in a sequential folder
Guest about 8 years ago in IRIS KashFlow / Other 1 Acknowledged

Auto integration with POS Tills as used in Pubs/Restaurants/Cafes etc plus other retail businesses where invoicing is not a major factor

Many pubs/restaurants use POS Tills to control customer bookings, orders, food delivery to tables etc and recording sales. It would be great if the Sales as they are recorded in the Till could be automatically entered in KashFlow rather than havin...
Guest about 8 years ago in IRIS KashFlow / Partner Apps 1 Acknowledged