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IRIS KashFlow

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A feature that allows you to send one email attaching multiple invoices

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Guest almost 9 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Updating a product price list using CSV imports

Currently we cannot update or delete a product import CSV file. I have a client who uses the software who wants to be able to update the CSV product import on a monthly basis to update the system with new prices or new products.If you try and impo...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Planned

Change the VAT reports back to how they used to be - new ones are rubbish

The VAT detail report no longer shows the net amounts next to the VAT amounts for boxes 1 & 4... after downloading the detail to review the calc & ensure kashflow is correct - which it isn't always I would like to point out... - I can't ev...
Guest almost 7 years ago in IRIS KashFlow / Reports 9

A different client contact email for quotes and invoices would be really helpful- thanks

This would be really helpful so quotes can be emailed to the sales team whilst invoices go to the accounts department.
Guest 7 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

INVOICE LAYOUT

Hello - We are using your Kashflow system with our company. When I sent an invoice out to the customer, the layout of the invoice that our clients received doesn't show the acutal total (with VAT included) but only the: Rate, Total & VAT. Coul...
Guest 7 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

when adding new features, for existing customers change the message from "Let's make the most of your trial" (when I have had a subscription for several years now) to something like "Some great new features have been added. Let's make the most of them."

This saves customer and help desk time. By sending out the same messages to customers who are on a trial subscription and customers who already subscribe, then the customers who already subscribe are liable to contact the helpdesk to ask "has some...
Guest about 1 year ago in IRIS KashFlow / Dashboard 1 New

2FA

Why is Kashflow not considering 2FA, via authenticator app. It doesn't make sense when so many provide such a service. Kashflow are being left behind.
Guest over 2 years ago in IRIS KashFlow / Customers 1 New

Next / previous invoice

When navigating, editing and updating invoices it would be incredibly useful to have "next" and "previous" buttons on the individual invoice screen. This would circumvent the need to return to the main invoices list between each edit.
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Already exists

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 almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Paypal Imports - Assign payments

At the moment, when importing PayPal transactions you can create new invoices or assign payments received to existing invoices. However, when dealing with payments made by PayPal you can ONLY create new purchase invoices. You need to be able to as...
Rich Mellor over 1 year ago in IRIS KashFlow / Purchases 1 New