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'Additional text' to appear on statements

In Settings>PDF Themes>Default Theme>Misc options, there is a field for 'Additional text' that can then appear on invoices, quotes, POs and packing slips. We enter our bank details here for UK and International payments so that they alway...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Notification of when recurring Invoices stop

I would like to see a feature that allows a user to create a notification for when recurring / repeat Invoices stop. As a user of the system I create several recurring Invoices for councils that get Invoiced monthly. Councils only release PO numbe...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Bank feed: match expenses in bulk

When uploading a statement, I have multiple items which would fall under the same group, e.g. Microsoft/Subscriptions or Amazon/Computer Peripherals, etc. Rather than entering the same details for each line, it would be a great time saver to selec...
Angelo Corbo over 4 years ago in IRIS KashFlow / Bank 0 New

Improve Workflow on Importing Paypal Payments

I find that most of my time on Kashflow is spent editing invoices created by the Paypal import. The process is extremely tedious and open to mistakes At the moment, the steps are: Import Paypal transactions Look for where funds have been transferr...
Rich Mellor over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Recharge purchases to customers

I would like to be able to add multiple purchases to an invoice for a client. Rather than copy one by one, could you 'add to' a sales invoice on a cumulative basis
Alison Bryan over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Purchase Wholesale/Sell Retail

I've found it extremely frustrating that you can enter wholesale prices but you can't purchase in wholesale only sell in wholesale! Could you please fix this?? I now have to add all the codes again with another cost!
Guest over 4 years ago in IRIS KashFlow / Suppliers 0 New

Integrate with Braintree payments

Paypal is encouraging customers to convert to use Braintree Payments https://www.braintreepayments.com/ Kashflow needs to add an integration so the Braintree API similar to the Paypal integration so that transactions are imported into Kashflow
Guest over 4 years ago in IRIS KashFlow / Partner Apps 0 New

Unpaid invoices view - extra field

The unpaid invoices view is printed for Directors information on a regular basis and is useful for debt chasing too. The aged debtors report is too many pages to print and I should like to customise Invoices Unpaid view. On this view we have: Invo...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Repeat invoicing and payments with Stripe

The Kashflow integration with GoCardless allows us to take payments for repeat invoices and mark them as paid automatically. Such a feature for Stripe does not exist and would be helpful for companies using it to process subscriptions and so on.
Guest over 4 years ago in IRIS KashFlow / Payments 0 New

INVOICES ADDING UP INCORRECTLY

I find it really frustating when doing invoices that on most occasions when there are multiple quantities, the system addss the total wrongly. For example 2 x £2.50 on kashflow is £4.99. and 2 x £2.30 is £4.61 etc etc. You can override the total m...
Dave Harrell over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New