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Set global PDF Invoice theme for all customers

I just discovered that if we wish to change the PDF theme we are using for invoicing we have to change the setting in every customer record one at a time! This is crazy! This could require thousands of mouse-clicks to implement. The default should...

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

2 VOTE

Authorise Purchases for Payment

The use of an authorised for payment check box would be useful so that invoices that had not yet been passed for payment could be logged but paid in error

Michelle Pierce about 5 years ago in IRIS KashFlow / Purchases 0 New

2 VOTE

GoCardless - Scheduled Invoice collection date

It would be helpful if we could set when the direct debit be collected when creating a scheduled invoice to be collected by go cardless. At the moment, it initiates a collection straight away. It would be handy if it waited a few days before creat...

Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

3 VOTE

Allocation of Receipts to Bulk Sales Invoices

Two issues here:- i) Why can't ALL outstanding invoices for a particular customer be shown immediately to attach receipt against - it's ridiculous having to repeatedly click the "show more" button, especially when there are so many outstanding inv...

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

2 VOTE

Journal fliter improvements (Future, This Month)

In the Journal list page when last month is selected only get last months journals list. If select this month get this month and all future journals (for accruals and prepayments). Expected to just see this months. Would also be good to have a fut...

Nic Atkin about 5 years ago in IRIS KashFlow / Other 0 New

2 VOTE

Being able to use more characters and letters in the customer invoice box and the same invoice number

When we enter our credit notes this would be for example C195611111111. The box does not allow enough characters and needs to include letters as some of our clients use letters in their invoice numbers. We also are finding clients are using the sa...

Guest about 5 years ago in IRIS KashFlow Connect 0 New

2 VOTE

Display options

We can add new fields into customer and supplier fields but these do not appear on the customer/supplier transaction summary page. It would be useful to at least be able to nominate one field to appear on that page. A couple of examples: In...

Guest about 5 years ago in IRIS KashFlow Connect / Settings 0 New

3 VOTE

PLEASE CHANGE BACK TO THE OLD STYLE AGED DEBTORS REPORT

THE NEW DESIGN IS NOT CLEAR TO READ

Guest almost 8 years ago in IRIS KashFlow / Reports 0 Will not implement

2 VOTE

Amend customer details via CSV (or API)

Problem It is not possible to amend an existing Customer records via CSV. Managing the accuracy of data is required by law, amending manually in KashFlow is slow and inefficient. I have systems that check the company name, the registered addres...

David Evans about 5 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Add OUTSTANDING BALANCE as a text substitution option so that it can be included In statement emails

Customers seem to respond well to being told exactly how much is overdue on their account. It would make sending out statement emails much easier if the total outstanding amount could be included in the body of the email via text substitution.

Janet about 5 years ago in IRIS KashFlow 0 New

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