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Unified Customer & Supplier Accounts

Sometimes I have clients who are also suppliers. Would it be possible to have a tick box in their details to be Customers as well as Suppliers to save putting the info in twice?

Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Will not implement

2 VOTE

Make Customer selection easier

In the Customer Section, arranged alphabetically, it would help if the 'Page 1/2/3' etc'. function for searching out other customers beginning with the same letter, was also at the top of the page as well as the bottom of the page. If we have a l...

Guest 7 months ago in IRIS KashFlow / Customers 1 New

16 VOTE

Manage payments

We will need to take and make payments through Ebay Direct soon. We can not at the moment convert payments into invoices on the system (as you can with paypal, have been told this by your support team) We will have no choice soon but to change to ...

Guest almost 5 years ago in IRIS KashFlow / Payments 7 New

27 VOTE

Kashflow Payroll - Intergration to Kashflow Accounts Improvement

In Kashflow Payroll you can set staff up to differing departments,which is ideal, however the automated data integration into KAshflow Accounts only allows for a single accounts code for the total of the payroll and ignores the Departmental analys...

Guest about 8 years ago in KashFlow Payroll 6 Acknowledged

1 VOTE

Adding an additional user

For business continuity and audit trail purposes you should be able to add an additional user. It is not recommend to share your login and password with anyone, especially payroll. Please can we have the facility to add a user.

Guest 4 months ago in KashFlow Payroll 0 New

26 VOTE

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

26 VOTE

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

25 VOTE

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

25 VOTE

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

25 VOTE

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

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