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Adding a new PDF theme

Re: https://www.kashflow.com/support/kb/pdf-themes/ When adding a new theme (+ add new theme) and selecting a template (classic or clean), the new theme created doesn't have the same options as the template. For example in the “basics” tab, the t...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Sub Customer Accounts

Have a main customer set up and be able to add sub-customers under the main customer, so that customers that are part of a group but make one payment, all the invoices that relate to this group can we seen together.
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Part numbers

We as a business recognise our products by their part number, so by having a field to put the part number before the description would be very helpful. We do not want to put the part number in with the description as they are different things. Mos...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Create document processing status at dashboard-level (IRIS Snap Portal)

Scenario: When an accountant sends pdf documents (Say a pdf doc had 100 pages) for digitization, team processes them in batches. Pages requiring clarification are kept separately (unprocessed) for discussion with the accountant. As-Is: Currently a...
Guest over 6 years ago in IRIS KashFlow Connect / IRIS Snap 0 Acknowledged

Ability to analise all project relaed costs

We have created a project and require to keep track of the total expenditure on this project. However, currently the system only calculates the project expenditure that has gone through the purchase ledger. Project purchases that are analysed dire...
Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Ability to add additional users on Kashflow payroll are necessary and vital

From a business continuity and audit trail viewpoint it is vital that additional users can be added to Kashflow payroll as necessary. No company should have just one person able to log into business software such as payroll. If the user is off sic...
Guest about 3 years ago in KashFlow Payroll 1 Acknowledged

Ability to set a number of discount percentages for customers.

Some businesses offer a range of discount percentages, maybe a step-up discount scheme where a discount is 2% for orders over £100 and 4% for orders over £200 etc. It would be useful if a user were able to select a discount percentage while creat...
Gethin Davies over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Fully fetailed profit @ loss showing each lind item fif sll eentries as possibld with quickbooks

able fully see all entries making up p&l
Guest over 6 years ago in IRIS KashFlow 0 Acknowledged

Statement adds all outstanding Invoices automatically

When you send a statement, people sometimes respond saying that they have not received the invoice.
Ayshea Hay over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Drag & Drop documents to invoice & receipts.

It would be amazing if you could drag & drop multiple documents into each invoice/purchase.. rather than having to click the browse, navigate to the folder and upload one at a time...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged