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Reminders for sales renewals

It would be good to have a tick box added to the sales section so that we could tick a the sales invoice then select a date for a reminder to either be emailed or an alert triggered.
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Invoices printing for different sized Paper than A4

Currently even if a height and width is defined in the HTML and BODY styles for a PDF template. The PDF outputted is hard fixed to A4 size. I would like to suggest offering "A4", "A5" and "Custom" page size options. We use pre printed business for...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

LEAD TIME OPTION IN QUOTATIONS

We are currently using the quote valid for / duration as "LEAD TIME" however this is only editable from the setting page. We would love to be able to edit this for each quotation
Jack Kirby almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

BUGFIX (URGENT) - Correct VAT options for Customer Profiles

Following the recent changes in readiness for Brexit, I see that my customers now have the following profile options: VAT Registered in the UK VAT Registered in the EU Based outside of the EU VAT registered in an EC Member State and I (the KashFlo...
Rich Mellor almost 5 years ago in IRIS KashFlow / Customers 5 New

Payroll Crosstab report - separate column for pension and health

At the moment our Health care contributions are included in the same column as the EE salary sacrifice pension contributions which makes it difficult to check the amounts easily.
Guest about 2 years ago in KashFlow Payroll 0 New

Reduce the width of 'Disallowed' and 'Vat rate' columns

I've noticed that an extra column has been added to invoices and purchases orders, headed 'Disallowed'. Kashflow has explained the reason for the addition of 'Disallowed' but this column, along with the 'VAT rate' column are unusually wide in comp...
Guest about 3 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Adding an additional user

For business continuity and audit trail purposes you should be able to add an additional user. It is not recommend to share your login and password with anyone, especially payroll. Please can we have the facility to add a user.
Guest about 1 year ago in KashFlow Payroll 0 New

Create a proforma invoice

Is it possible to be able to create proforma invoices? At present we have to rename quotes to "Proforma" which takes a lot of time and extra effort, it would be easier to tweak the software to enable this function, this is a daily occurrence so ho...
Guest about 3 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

The option to add multiple Client Managers to a client on connect

So different staff members can on;y see the accounts they are assigned to.
Guest about 7 years ago in IRIS KashFlow Connect / Clients 2 Planned

Add a photo to a customer profile

We are a gas heating and plumbing business. It would be really handy if we could attach a photo of a customers boiler to the relevant customer record in order that we can see the boiler/set up for that particular customer should they phone for adv...
Guest about 3 years ago in IRIS KashFlow / Customers 1 Acknowledged