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Dropbox integration doesn't work for multiple Kashflow accounts

If you buy a Kashflow account for more than one business, Dropbox integration doesn't work. The only workaround is to have two Dropbox accounts, which is inconvenient and not supported by Dropbox unless you sign up for a Business Account. Kashflow...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 7 Will not implement

Set-up Go Cardless Direct Debit BEFORE customer is added to Kashflow

Currently we have to add the customer in Kashflow before we can send them a request to set-up a Direct Debit via Go Cardless. It would be much much better if we could just send them the link to set-up a Direct Debit within the Kashflow app and the...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

Repeat purchases - set different payment date and invoice date

We have a number of regular suppliers who bill us monthly (e.g. accountant, telecoms, ISP etc.). Their invoices are set up as repeats in Kashflow. However, payment is taken on a different day (mostly about two weeks after invoice date). As a separ...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0

VAT to show as zero on EU customer invoices

When a sales invoice is raised, if the VAT element is 0% or N/A (for instance for an EU customer) the totals section of the invoice sent to customers does not show this. Instead it removes it completely so instead of reading NETT (or cost), VAT an...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 2

Update the REST API authentication method

This is in reference to "http://www.kashflow.com/developers/rest-api/sessiontoken/" Authentication using username / password does not make sense when HTTPS and API tokens exist and are reliable. The suggestion that the system pass plain text passw...
Christina Spencer almost 8 years ago in IRIS KashFlow / Other 3 Acknowledged

A Report and Template for Micro Entities

I propose a report and template for Micro Entities with all the relevant statements necessary (as optional tick boxes in options). Im talking about the directors report and the annual return for companies house. All thats required of Micro Entitie...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 2

Project financials should show all transactions including bank

The financial overview in a Project only includes Purchases and Invoices with associated KF numbers. As we regularly input directly to a bank account, which does allow you to associate a project, it is imperative that these figures are included in...
Nick almost 8 years ago in IRIS KashFlow / Uncategorised 0

Include Customer Name on Customer List

Would consider adding the customer name alongside the business name in the customer list section of kashlow? As our business deals with and invoices many different clients from a single business/organisation, it makes it difficult to quickly ident...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Repeating items per page in custom PDF themes for invoices

When creating custom PDF themes for invoices I would like some elements to repeat for each page, a bit like a background but actually part of the flow of a page. For example I want to display [LOGOFILE] and [SENDER_ADDRESS_MULTILINE] on each page,...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Print Invoice (No Logo) Email Invoice (Logo)

When we print an invoice for a customer we use our own letterheads and therefore would like the option not to include the Logo saved in Kashflow. at the moment the logo will print out on the email version and the print (hard copy version). I would...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged