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Facility to add payment options to Customer Statement

If we could add all payment option details to the bottom of customer statements then there would be no need to refer to or attach the invoices referred to in statement
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Bank Feeds - Show actual invoice/purchase dates as well as due dates when matching

No description provided
Guest over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

print the screen list of unpaid customer invoices

I would like to be able to print the screen list of unpaid customer invoices so I can check my records. Don't need any other informnation and do not need a copy of the invoice.
Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

Immediate P60's

I run payroll for many of my clients. As I am running most of this month's payrolls early due to clients wanting the furlough payment in the bank before they have to pay out the wages at the end of the month, I have assumed that as M12 is included...
Guest almost 4 years ago in KashFlow Payroll 1 Will not implement

Change to dropbox integration

Any individual entity with more than one Kashflow account. will benefit from this. Currently Kashflow creates a dropbox folder Apps>kashflow. If you have 2 or more kashflow accounts all files will still be stored in the one folder and therefore...
Alan Moore over 7 years ago in IRIS KashFlow / Partner Apps 1

The extent of Reporting on KashFlow

Some of the reports are not detailed enough. I can mention one such report. The Nominal Ledger report; this report should be more detailed, it should also contain a break down of the individual account by product code. e.g. Account = 7000-Programm...
Guest almost 4 years ago in IRIS KashFlow / Reports 0 New

Produce a packing slip from Quote

In order to create a packing slip, a quote must first be converted into an invoice. This instantly gets added to our creditors list which would be fine if we were a retail outlet, however, we use the packing slip as a substitute for a job sheet an...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Total value of quotes under catagories/flags

It would be usefull to see the total value of quotes sent or pending a customer decision and total value of quotes won or lost etc. In other words you would be able to see the total value of quotes under a specific category/flag so that you can tr...
Guest over 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Reports to view revenue by Account Manager

In a lot of businesses Account Managers are paid bonuses for how much revenue they bring into the company. There is a field in KashFlow that allows us to add the Account Manager to the client account but this doesn't allow us to run a report that ...
Guest over 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

Could you add notification on your website where users can check to see what the service status is?

No description provided
Guest almost 4 years ago in KashFlow Payroll 1 Acknowledged