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Only view rights of all options (for audit purpose)

I would like to create a user who can view entire options in kashflow accounting but cannot add or edit any record, this requirement is for Audit purpose and cross cheque our user's work.This user can open records other than reports.
Guest over 5 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Add notes to repeating invoices

It would be good to be able to add notes to repeating invoices/purchases Eg, we have situations where customers are billed monthly, but the amount varies each month, so it'd be good to be able to create a repeating invoice (which isn't emailed aut...
Paul Smith over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add customer's email address to Stripe payment form

Pls ASAP add customer's email address as a required field to Stripe payment form - to enable Stripe to then auto-send a receipt for the payment to the customer
Mark Slocombe over 5 years ago in IRIS KashFlow / Payments 0 Acknowledged

Fix to show the Top Line item in the list for of Invoices , Purchases, Journals, Projects, Quotes etc

Hi My primary screen is a dell laptop hence the screen is slightly shorter than a standard screen. I access KF in Chrome I have the resolution set to 1920 x 1080 with text magnified to 125% On the laptop even with the screen maximised to the ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Job Status - Extended List Options

I would like to add a few other options to our job status list. I would like to add On-Hold and Cancelled to the options
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

To be able to enter letters on a customer invoice number

Some of our clients use letters after an invoice number, but Kashflow only lets you use numbers.
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

How to split 1 invoice between multiple projects??

Can somebody help me to find a way where I can split 1 invoice between multiple projects to calculate the estimated cost per project. Let suppose a company hire 2 driver to work for them. there are 2 projects that are in progress: Project A and P...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 6 Already exists

Aged debtor days for certain periods

When clicking on the customer you can see there aged debtor days, but there is no way to pull a report for certain periods. Would be really useful for the management account queries.
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Add Documents to Invoices

When viewing / editing an invoice it would be useful to be able to upload a PDF document or similar to go with the invoice. For example, this could be used when a VAT registered user on Kashflow ships items outside the EU without VAT. They would t...
Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

automatic add on for sundries when creating estimates

When you raise a quote can you set it up so that an automatic line item is added if it's something that needs to be on every single quote? As for example we need to add a charge for sundries on every quote. Can this be added automatically so when ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged