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Just conducted Cyber Essentials Plus accreditation process - Kashflow not compliant - no 2FA

Just conducted Cyber Essentials Plus accreditation process - Kashflow not compliant - no 2FA
Guest 8 months ago in IRIS KashFlow / Uncategorised 1 New

Date Entering Shortcuts

Can date short cuts be introduced to save time when entering a number of invoices/payments? It can be quite time consuming having to enter the full date every time. Examples being: 4 - enters 4th of the current month 4/3 - enters 4th March of curr...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 5 Acknowledged

Linking Stock Products/Components for Sales Units

It would be great to be able to 'build' a sales unit out of individual stock items. Once a sale is recorded, the stock decreases in the component items, thus making the control of stock much more automated and the monitoring of GP much easier. Thi...
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

Draft payslips that can be sent to clients for approval prior to RTI filing/final payalsip production.

Can you provide draft payslips or a simple report that could be sent to clients to approve before finalising their actual payslip? As an outsourced payroll provider I like my clients to approve their payroll before I submit to HMRC and this would ...
Guest about 8 years ago in KashFlow Payroll 1 Planned

Automatically Email Invoice when Paid

Have the ability to set invoices to be emailed automatically to customers when they are marked as paid. Set customer by customer as not all customers require an invoice
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Integrate with Commerce Kickstart (Drupal)

A module to interface to Commerce Kickstart ( http://www.drupalcommerce.org/commerce-kickstart-2 ) using the KashFlow interface functions from: https://github.com/ecobee/kashflow and http://ecobee.coop/developer-collaboration
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Traffic light system for customers and their payment behaviour

Green for customers that regularly pay on time. Amber for occasional late payers. Red for prolific late payers. This would help a lot with identifying customers who we need to chase for payment or move to proforma.
Guest 8 months ago in IRIS KashFlow / Payments 0 New

the new design is slow, and full of bugs

Hi there, the new design, even if prettier, does not work like the old system. it is full of bugs that need corrected. you need 30% more time, you need to click far more time to chose options. You need to keep on scrolling down to add items as the...
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 1 New

Paypal Importer - Link Sales to Stock/Products

When importing sales transactions using Paypal importer it is impossible to tell what stock product to associate this transaction with. eBay item title alone doesn't help identify unique products when importing Paypal transactions. When dealing in...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

consider importing invoices flagged as "unpaid" in WHCMS as well with the integration module, only paid currently imported.

Please consider importing invoices currently flagged as "unpaid" from WHCMS into Kashflow as well with the current version of integration module. Currently only paid invoices are imported.and the benefit of seeing "money owed" in the Kashflow Acco...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Future Consideration