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My Ideas: IRIS KashFlow

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Restore from KashFlow Backup/Restore Point

There are many good reasons that people expect a BackUp system to also Restore: KF is bizarre in that there is no Restore! The BackUp files are Sage format: and KF provide no mechanism to restore them back to KF. Examples of Reasons why Restore is...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 10 Acknowledged

Repeat Billing Collect via Direct Debit After X Days

At the moment if we use GoCardless for repeat billing, the invoice is both sent and billed for on the same day. We would like to be able to send the invoice and then collect 10 days later to allow for any queries from the client.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 9 Part Released

Individual Price Lists for Different Currencies

We have set price lists in three currencies for all the products we sell. Ideally, if a customer is chosen that uses that currency, the price in that currency for the items purchased should appear on the invoice automatically.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

Produce Customer Statements for different currencies, e.g. Euros

We have customers that request for their statements to be sent in there home currency.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 13 Part Released

Single Reminder Letter for Multiple Invoices

Currently if one customer has several invoices overdue I can only bulk email them by ticking the box and they all go as separate emails without any message. This can come across as rude and unnecessary. So why not change it so you can choose the i...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2

CSV Sales History Report for all Sales Types

It is very cumbersome having to create separate csv reports for different sales types. We use this sales report to send to our warehouse every day to have them fulfilled. Being able to export this in one go would be fantastic.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Allow Links in New Tabs/Windows

At present there's a high level of reliance on javascript to open things like invoices, transactions, receipts, etc... from list views. This makes it impossible to leave a page open with say a bank transaction listing and then right click to open ...
Guest about 8 years ago in IRIS KashFlow / Other 4 Will not implement

Handle Stripe Fees Automatically

Stripe Fees to be handles automatically as is the case for GoCardless to minimise manual effort required and make bank reconciliation easier
Paul Jansen about 8 years ago in IRIS KashFlow / Uncategorised 10

Barcode Reader Integration

Can the system be adjusted to have a bar code reader, for 2 purposes, 1) for inputting stock when it comes in, for purchase invoice and 2) for creating a customer invoice quicker.This will speed up the process of stock coming in and customer sales...
Guest about 8 years ago in IRIS KashFlow / Partner Apps 7 Acknowledged

PayPal Importer - Individual Line Items & Quantities

As you're aware, when transactions are imported from PayPal to KashFlow, they all show up as one item on transaction or Multiple items as one item. Would there be any fixes for this so the quantity ordered tallies with the quantity imported into Kf?
Guest about 8 years ago in IRIS KashFlow / Uncategorised 6 Acknowledged