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Allow allocation of expenses to jobs

Make it easier to create a quick expense/purchase and allocate it to a particular job
Guest over 4 years ago in IRIS KashFlow / Purchases 1 New

Utilise credit notes on later invoices

I have a credit note on a customer file which I wanted to use against an invoice dated later than the credit note. However, Kashflow does not allow this. It is not unlikely that a credit would be raised for a customer to use against future invoice...
Simon Grant over 4 years ago in IRIS KashFlow / Customers 1 New

Import ebay and paypal transactions

No description provided
Guest over 4 years ago in IRIS KashFlow / Partner Apps 0 New

Removal of reports for clerks to see

I have an invoice clerk that can see everyone in the companies wages and director dividends
Guest over 4 years ago in IRIS KashFlow / Reports 0 New

Better notice before taking system down for maintenance

24 hours notice before taking the system down for maintenance for two hours is unacceptable. it is now 9pm and over an hour past the scheduled finnishing time, and I am still awaiting access to complete my payroll which is normally completed at 6-...
Guest over 4 years ago in KashFlow Payroll 0 Acknowledged

Reports to be run between dates

Can you modify your overdue invoices report to be able to run this report between two dates, and have the report in spreadsheet format (ie with one transaction per line rather than in blocks of info per transaction?
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

Set Up A Direct Debit Linked To A Customer’s Credit Card

At the moment Operators can take (Credit) Card payments ‘manually’ on an ad-hoc basis and also set up and take payments via Direct Debit from the customers bank account. I have done this with clients and I was going to recommend Kashflow & Str...
Adam Richards over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

A Drop Down of Descriptions When Creating a New Invoice

Operators can create their own descriptions and then select them from a Drop Down menu. When selected the text can also be edited if required. For example (selected from the Drop Down):- “Services From Until At £ a Day” …could be edited to:- “Serv...
Adam Richards over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

disable auto credit control for a specific customer invoice

When a customer rings to arrange a payment plan, I would like to disable the auto credit control for that specific invoice. I want to stop the chase letters being sent to them, for that invoice. I would like it to still appear on a statement, to s...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Making invoices pdfs editable

I have had a few queries from clients who receive our invoices and have said that they are read only and they are unable to make notes on. As many are now working from home and unable to print and sign they need to approve electronically for their...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New