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IRIS KashFlow

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Add telephone numbers and emails to Packing Slips

We use our packing slips a lot. It would be useful for the customers telephone number/email to be displayed on the packing slip so when we send the orders to our carriers we don't have to supply the number separately
Guest over 6 years ago in IRIS KashFlow / Customers 0

Online Payment Links on Invoice. When creating an invoice for a customer I'd like a button to toggle on/off the online payment link attached to the invoice. This is because I sell some high priced items that I don't want paid for through an online card payment system as the fees are astronomical. But on lower priced items I don't mind. Currently I have to go through multiple steps to disable the online payment option, to then create and send the invoice, before having to go through all the steps to re enable it. .

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Andy Harrold about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

download the quotes page as a CSV file or Excel spreadsheet

I need to be able to download the quotes page as a CSV file or Excel spreadsheet on a regular basis.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automatic upload of Worldpay sales from Ecommerce sites

Like PayPal, it would be great if payments processed by Worldpay through Ecommerce websites automatically sent the info to Kashflow where invoices could be easily generated.
Guest over 6 years ago in IRIS KashFlow / Bank 1 Acknowledged

CIS Voucher that can be printed off from the payments receipts in the purchases department

IT would be useful as it would prevent having to type out a voucher to the contractors on a separate sheet therefor saving time. It would include a box for UTR number for the company and also the personal UTR number and verification number for the...
Guest over 6 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Bank Reconcilation Totals

It would be beneficial to have the Bank Reconcilation Totals as a Freeze Frame Header! I input over 300 Bank transactions per month, when reconciling I have to constantly scroll back up to the top of the screen to ensure that my totals are still m...
Guest over 6 years ago in IRIS KashFlow / Bank 0

Create invoices etc in XML format

We have a number of clients who wish us to send e-invoices and credit notes in XML format along with the existing PDF 'hardcopy' for direct integration to their systems. Example attached
Lloyd Naylor over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Add Expense 'What did you buy' details to 'Supplier Ref' field

I like that it's now a lot quicker to add expenses to Kashflow. Though I would like to see what the purchase was at a glance in the Supplier Ref, as you can with Purchases. It would be great if the details from the 'What did you buy' field could...
Guest over 6 years ago in IRIS KashFlow / Purchases 1 Planned

Abreviated Profit and Loss on dashboard

A really helpful feature would be if I could get my profit and loss as per current month and the accumulated for the running business year on to my dashbaoard, so at one plimpse I can see where my business stands. I just needs to be an an extract ...
Guest over 6 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

Income/profit by product summary

At the moment the only options for income by product is a pie chart or a excel sheet showing every transaction for a product. Although this is useful; for a company that has thousands of sales per period, it can be difficult to extract a summary o...
Gethin Davies over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged