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IRIS KashFlow

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Add a column to show purchase receipts against respective projects on the purchase invoices listing page

This feature is available for the sales invoice listing page, so why not have it on the purchase invoice listing page.
Guest over 3 years ago in IRIS KashFlow / Purchases 0 New

Facility to assign an individual PDF template to Invoice, Estimate and Statement

We have designed new and different templates for our Invoices, Statements and Quotes (Estimates) - however you are only allowed to have one default PDF which means that everytime you send out one of the above your have to go into Options and chang...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Integration with Microsoft Invoicing App - Office 365 Business Centre

Are there any plans to integrate with the MS Invoicing app now launched as part of the MS Office 365 Business? There is currently integration with PayPal and QBO, but it would be very helpful if this integrated with KashFlow as this product beco...
Paul Robertson about 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Show the date that sales invoices are paid on the list of sales invoices

Hi in the list of sales invoices, is there a way that I can show the date that a sales invoice has been paid please? At the moment it shows the date of the invoice and date due and in the status it just shows 'paid' when paid. It would be a help i...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Send a remind letter to cover all customer invoices

You can only send a reminder letter per outstanding invoice. We have some customers with multiple invoices outstanding, it would be good to be able to send a reminder for all outstanding invoices in one go
Guest about 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Project Field / Seach / Report

There are two date fields in the project (for dates). They are perfect for reporting but are not included in the report download - If a field is actively used why is it not included in the global report
Guest about 7 years ago in IRIS KashFlow / Projects 2 Acknowledged

Running balance shown on Statements

It would good to see a running balance after each transaction on each statement rather just a balance at end of the statement. I am a landlord and if you have to evict a tenant for rent arrears you need to be able to show the weekly or monthly ...
Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

option to use 'custom customer fields' in the 'document information section' of an invoice

in addition to PO clients need 2 or 3 of their own references (various property codes, supplier code) on an invoice for it to be paid. i've put them into the custom fields for each customer which is great but at the moment they can't be picked up ...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Make it possible to enable the API settings on all clients from the main dashboard rather than having to go into each client individually to enable the API settings

Quicker for any agent using Kashflow for multiple clients.
Bobbie Brown over 3 years ago in IRIS KashFlow / Dashboard 0 New

A way to have a more specific downloadable info into excel - based on data fields eg overdue date/amount

To download overdue invoices from Kashflow into an excel spreadsheet I would like to do this for a specific date range and possible for amounts over £1000 for example. At the moment this only seems possible for into a PDF.
Guest over 3 years ago in IRIS KashFlow / Payments 0 New