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Individual customer activity report with payment history

When customers are querying whether they have overpaid you, you need to be able to print off an activity report for that customer to show them all paid invoices and dates/amounts of payments received. With large, ongoing projects, some clients mak...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Go Cardless Feed

This would be handy so we could download transactions into Kashflow rather than upload csv files manually.
Guest about 8 years ago in IRIS KashFlow / Bank 1 Already exists

add on a percentage to the final total on an invoice

would be really helpful if you could have an option of adding a % (either 20% or 10%) to the final total on an invoice. i'm an agent so have to add on a certain percentage on to the total. i'm finding that I have to do this manually, which is what...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Adding EXPORT Shipping info on Invoice templates

My business involves exporting and on the Invoice it requires to display the container number, seal, vessel info etc.. I can see the option within customer info however, this needs to be integrated on per invoice basis. Is this something you can h...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

The ability to download or email multiple invoices at the same time.

No description provided
Guest about 8 years ago in IRIS KashFlow 0 Already exists

search by quote number in Kashflow,

at the moment you have to trawl through the quotes or select one and edit to correct number in address bar life would be so much easier if you could search for a number be it invoice or quote and find it with out having to search.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

When adding a re-curring invoice, would it be possible to email the customer a reminder

No description provided
Guest about 8 years ago in IRIS KashFlow 0 Already exists

Give Feedback

I have just spent a few minutes searching for a way to leave feedback other than suggesting an idea is this possible ?
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Apply to matching rule to CSV files

You should be apply to apply to matching rule to imported CSV files. I have imported bank transactions in the form of a CSV file, however the matching rule to a nominal code, can't be applied? Difficult to understand considering the matching rule ...
Guest about 8 years ago in IRIS KashFlow / Bank 0 Already exists

Add a prompt to the 'add payment' calendar

If you manually enter the date then click save it reverts to 01/01/1900. However if you manually enter the date then click that date on the calendar pop-up then click save it works. There's no prompt to click the date square on the calendar after ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists