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KashFlow Ideas

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Save & Send Invoices

When I create an invoice I want a one-click button for Save & Send to save time and clicks.
Guest 8 months ago in IRIS KashFlow / Invoicing & Quotes 0 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

Integrate with Expensify

its great to sort receipts and would be a credit to Kashflow
Guest about 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

Add paid date on purchase invoice print

see image
Guest 4 months ago in IRIS KashFlow / Purchases 0 New

Due Date on Aged Creditors/Debtors Reports

I was wondering if it would be possible for the Aged Creditors and Aged Debtors reports to include the 'payment due date' information when exported to CSV? At the moment the reports only include the date of the invoice.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

Additional information on statement

I would like to see an option where additional information can be added to the statement template, such company bank details and other company information. Similar to the invoice PDF theme templates option where additional text can be entere (in M...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

Secure Payroll Account data with multi factor authentication at login

Recommend security of account access should be increased using multi factor authentication (MFA), as per other Iris products. Also, MFA is a requirement for cloud services for companies applying for Cyber Essentials certification.
Guest almost 2 years ago in KashFlow Payroll 3 New

Ability to set all date dropdowns to "all" instead of the default "last 90 days"

I'm always having to change this dropdown, to see "all" invoices, jobs or transactions. It would be so helpful to select "all" set it for all dropdowns, and the choice to be remembered. Many of my customers don't come back within 90 days, so I cli...
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Purchase Invoices - Save and Create New

Save a purchase invoice and go straight to a new one without having to press the 'Create' button again.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 7 Already exists