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IRIS KashFlow

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Currency Field on PDFs

It would be very helpful to have the currency field that is on the proposals/invoices form on the printed PDFs as a separate field and not just the currency symbol on the totals field.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Show 1st Line Item on Invoices/Purchases/Quotes List

We always write a "comment" as the first line of every quote / invoice, giving the job a title. Many jobs are for the same client, for the same value, in the same month, so there is no way to differentiate between the jobs in the list view — if th...
Dan about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Merging Sales Types more easily

Due to changes in our company, we need to merge some of our Sales Types. Unfortunately, the process is rather complicated if you want to the merge to include the sales history for each connected item; according to Kashflow, you would need to reass...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Keep unmatched transactions from bank CSVs after a new one is imported

I want to be able to regularly import my bank statements and match up invoice payments but leave most of the other transactions for my bookkeeper to deal with far less frequently. At the moment this isn't possible because it loses the previously u...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Eway online payment gateway

Provide Eway as a payment option when sending invoices to customers with a link that takes customer to Eway payment gateway to pay by card
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Gocardless Integration Options

It would be great if there was a little more control over the GoCardless API integration. Currently when a payment is taken from Kashflow an email gets sent to them from GoCardless which does not provide an adequate description of that particular ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Add/change names of quote categories

It would be great to add 'Invoiced' to the list of quote categories so that we can distinguish what's been invoiced from what's still going through. We like to keep quotes we've created so we can refer back to them when quoting for new work (often...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

add sales codes together in report so i can see total sales of a product sold at different prices

We sell the same product at different prices to customers, retailers and distributors so we have three sales codes for the same product. I want to add together the sales codes (for the same product at different prices) in reports. That way we coul...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

HELP!

I have used your system for over five years and think its great. However, I really need some help in the form of a simple 'notes' box on the sales type pages. It doesn't need to be anything fancy, just somewhere I can record notes about the produc...
Dave Harrell about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Updating Delivery address updates invoice details

If you need to update the delivery address after an invoice has been generated it is currently not possible. Updates to delivery address in the customer record are not reflected in current invoice (whereas updates to the billing address are). Even...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged