IRIS KashFlow

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to add interest automatically to outgoing invoices if theyre overdue

so currently I am emailing customers with overdue invoices and working out how much interest they owe id love it if I could set the rate of interest and time scale in which they need to settle the invoice so if this time scale was overdue that int...

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

3 VOTE

Enable Chat discussions to be downloaded

When you have a technical discussion on Chat it would be useful to be able to download a copy for future offline review

Guest about 7 years ago in IRIS KashFlow / Other 0 Already exists

3 VOTE

Financial Project Report - Run the Global Project Report for a particular time period for all projects - not just for individual projects

We wish to monitor profitability of all projects for a particular time frame - e.g. per month, quarter or per financial year. Being able to see this information without having to manually compile it, will leave time to actually manage the projects...

Guest about 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

3 VOTE

Make all the search functions search in the same way

Depending on the search box you use, there are different rules which govern each. For example in some you may input the second part of a customers name (eg Smith) but the search box needs the beginning of the name (which you may not recall off han...

Rob Smith about 7 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

Allow Date Substitutions to work on Order Ref field

When using repeat invoices, the ability to use date substitutions in the Order Ref field is something I would have expected to be able to do, given that Order Ref numbers usually need to be unique, but it currently does not work. As an example, we...

Colin Smith over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Allow all users to choose to use Google login

More secure than manual login as can be secured by encryption key

Guest over 2 years ago in IRIS KashFlow / Uncategorised 0 New

2 VOTE

Credit limit for customers

This would be helpful so that we can keep track of how much a customer owes before they go over their credit limit.

Guest almost 5 years ago in IRIS KashFlow / Customers 0 Planned

3 VOTE

Extra Industry Sectors

Our business sector is not covered under the current options. This has been causing issues with the last update asking for information to be updated (fixed by support) For instance an option for "General Retail" or "Specialist Retail" would suff...

Ben about 7 years ago in IRIS KashFlow / Other 0 Will not implement

1 VOTE

Add a meaningful information on Worldpay References Pay by Card link

To give us our Worldpay account reference twice and the date is no help. The invoice number and/or account reference would be really useful.

Guest over 2 years ago in IRIS KashFlow / Payments 0 New

3 VOTE

Make Quote & Invoice reference boxes remember previous inputs

I run a gardening business and have several hundred customers. I visit each customer 4 times regularly throughout the season. For example all of my customers get a spring visit and are invoiced as such. To make it easy to group these invoices I us...

Rob Smith over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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