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Have finally settled on using Insightly CRM. Would be great to see integration with Kashflow.

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Andy almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Multiple payment options in invoices

I use Paypal as one of many options to get paid by my clients. I love that I can have a 'Paypal' button in my Kashflow invoices. However, I also wanted to show my customers that they can pay me be Go Cardless too. It would be great if I could have...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Ability to have different themed invoices for a customer

When creating an invoice have the ability to choose at that time the type of themed invoice you require. For example, at present, if you set up reoccurring monthly invoices which contains specific wording, e.g. relating to DDs and then you wish to...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Bank reconciliation - imports for subscribers to a service

Hi, We have changed to the new interface and enabled bank imports, we even got it to work. However it was a major dissapointment for us as it completely lacks what the ability to link bank with KashFlow should provide. We have customers who pay a ...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Overdue supplier invoices report

At current you can generate an on screen list of overdue supplier invoices, can we not get this as a report option within the supplier reports so it can be printed off for review/sign off? Because if the list runs to multiple pages then you have t...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 2 Already exists

VAT rate visible on sales invoices

I would like to have the option (in .pdf themes) to show the VAT 'rate' (e.g. 5%, 20%) used per sales invoice line entry on the printed copy. At the moment there is only a VAT value per line and total at the bottom of the invoice. This is for the ...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0

An option to select a number of invoices/quotes etc by ticking a box and then pressing send to dropbox,

An option to select a number of invoices/quotes etc by ticking a box and then pressing send to dropbox, this would be less time consuming. Also the ability to save reports such as aged debtors etc to Dropbox would be very beneficial. Thanks
Guest almost 8 years ago in IRIS KashFlow 0 Acknowledged

VAT e-mails showing VAT payment date which is causing worry

On the e-mails sent by KashFlow once a VAT Return has been accepted by HMRC it is stating that the liability must be paid by 7th of the month. This is causing confusion for clients where a Direct Debit is in place where payment will be taken betwe...
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

When running a nominal ledger report, please could you include an option to exclude nominal codes with no transactions, and could you exclude archived nominal codes from the nominal ledger report.

At present, nominal reports include all nominal codes (unless the user goes through the list and selects or de-selects the codes one by one), so the report has several lines (or even pages) of codes with zero opening and closing balances and no tr...
Guest about 1 year ago in IRIS KashFlow / Reports 0 New

Statement personalisation - adding bank details

As for the moment there is no option to personalise Statements at all, I would like to have an option to have the company bank details included on the statements.
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New