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Mark invoices as paid in Kashflow Go app

Ability to mark invoices as paid in the Kashflow Go app, supporting on the go users.
Cheryl Jones about 7 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Retain customised view settings after log off

Why do our preferences keep getting changed?We need to see at least 100 purchase invoices and at least 365 days of invoices. Every time we log in the default is 10 purchase invoices and 90 days invoices. We need to see all customer history without...
Richard Cosier almost 2 years ago in IRIS KashFlow / Dashboard 0 New

FLAG/WARNING/HIGHLIGHT for customers/suppliers on hold

There are times when I forget that a customer or supplier should not be sent a statement. It would be incredibly useful to be able to flag/highlight to indicate on hold.
Guest almost 2 years ago in IRIS KashFlow / Customers 0 New

Kashflow/ Paypal integration

When I read that Kashflow could be integrated with Paypal for invoice purposes I was delighted as I spend ages every month manually raising invoices before orders can be sent out. I linked the two together but then realised that Kashflow is only p...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Add "Pay Online Button" to Auto Credit Control Reminders

We use auto credit control, and it cant attach the PDF invoices it can only link to them. When it links to them, it doesn't seem to add the PayOnline link? This is a link to one and it doesn't have the button; https://app.kashflow.com/V2/document...
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Enabling email addresses to be added to packing slip

When we pass the orders to our delivery team they often email time slots so if this was on the packing slip then this would save us adding this to an email to them. The delivery team do not have access to the invoice.
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Banking Match Rules - Exact Wording

We have a client who's surname is Wheeler and has an EE contract. When we setup banking rules for director payments to him and another for payments to EE, Kashflow is pickup the EE within his surname and allocating this to telephone. Would it be p...
Guest over 3 years ago in IRIS KashFlow / Bank 1 New

Run a report for an individual sales agent code

The Sales team and Accounts
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Report for all Payments due at month end

I would like to be able to summarise ALL unpaid invoices for ALL customers but then filter this so that at month end I can export / print a report for ONLY the invoices I need to pay for the current period. Currently I can see ALL Unpaid invoices ...
Guest over 3 years ago in IRIS KashFlow / Reports 0 New

Get rid of the KashFlow Go App or start supporting it !

This app is extremely out of date and getting really bad reviews. Stop promoting it, (its on the bottom of every support email) if you are not going to keep it up to date or support it! Better no App, than a rubbish one which is not updated for ye...
Frauke Golding over 3 years ago in IRIS KashFlow / Mobile Apps 0 New