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IRIS KashFlow

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Being able to send multiple emails at once

I would like to be able to write one email and send it to all of my customers in each category. Instead of having to re write it each time.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Pay-day to be day specific (e.g. last Monday) rather than date only.

Some of my clients pay their staff on a monthly basis, which is not a date, but a day of the month. This would be good to included this in the list of dates, first-Monday, second-Monday, third-Monday, etc. to provide the correct pay-date on pay-sl...
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

Add paging parameter to every Soap Api method

1) By adding paging parameter it will be helpful to fetch the records when there is bulk of records on KashFlow account.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Code Selection for Customers, Stock/ Products and Suppliers

The ability to select customers and stock/ products, and suppliers based on their codes when preparing invoices, rather than the time-consuming method of searching for each name through the dropdown lists
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Import invoices from csv file should create new invoice on change of customer code and include product code in line item creation

Import invoices from csv file should create new invoice using the next sequential invoice number when there is no invoice number present in the file (as currently happens) and continue creating lines on the same invoice until change of customer co...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Rolling 3 month Profit and Loss widget on dashboard

...to have a instant, up to date visual diagram of P&L for the month prior, current month and following month.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Do NOT show discount on delivery notes

Frankly I don't understand why you do show discounts delivery notes, it's not part of the delivery! We often ship goods directly to clients and its not helpful to advertise the discount their supplier received. We currently have to hand modify eve...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Allow multiple codes to be assigned to one payment

Specifically I have PayPal payments that I want to assign to two invoices and a 'donations' code.
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

Better listing of customers in Quote, invoice, but not projects?

We have a number of clients that all work at the same company. At the moment if we want to create a quote or invoice for one of these clients we have to find them in the customer list – rather than just using the drop down menu when creating a quo...
Corin about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Fully functional sandboxing

A fully functioning sandboxing environment that is an exact clone of the account it is linked to would be very useful. As a company we have multiple Kashflow accounts for different currencies. This means that for running unit tests we require sepa...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged