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IRIS KashFlow

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Date range to be the same from Profit and loss report to the nominal code breakdown

When entering the date range for the profit and loss or balance sheet report and then looking at the different nominal codes ie: sales, the date range changes. It would be of great help if it could copy the date range across.
Emma Ransom over 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Include interest that could be charged on overdue invoices invoices

It was a really useful function on the old kashflow
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Include the Alphabet at the top of customers & suppliers page as on the old kashflow pages

This was a really useful shortcut on the old kashflow and the new one would benefit from it
Guest over 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Have an app like Zapier which allows integration of eBay purchases into Kashflow purchases

Rather than having to manually input eBay purchases, it would be useful if Zapier, or a similar app could sync eBay purchases to Kashflow purchases. I think I recall the PayPal app did / does this?
Guest about 4 years ago in IRIS KashFlow / Purchases 0 New

Add a Column to Invoices (Come on give us that flexibility :0)

I would like to be able to have a column for the 'Size' of the garments that we sell because that's how it comes to us from our website provider Wix. Then this way I wouldn't have to add all of the Size details to the already busy details column b...
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow contact details to be separate from customer account name

At the moment, to get your customers listed alphabetically, you cannot use Mr or Mrs as part of the customer name, as alphabetically they appear under the Mr M rather than Smith (Mr M Smith)
Nikki Fothergill over 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Add ability to automate credit card surcharges when using payment providers

We wish to take integrated card payments from KashFlow but there seems to be no way of KashFlow adding a preset percentage surcharge for customers paying by card. I have to manually raise a new invoice each time for the surcharge and then get the ...
Guest over 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

Add extra box under customer profile additional contact

The ability to send a customer sales order to a selected contact. I.e. on the customers profile tab, under Additional Contact, add a new tick box below "Receive Invioces" labelled "Receive Sales Orders". This is very useful if your client requires...
NKB about 4 years ago in IRIS KashFlow / Customers 1 Acknowledged

it would help if i could look at purchase invoices by month, further back than last month

it would make it easier for me to check creditors due for payment
Guest over 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Overdue invoices bulk sending

when bulk sending overdue invoices, please create a function where you can select which email template to use. Currently it sends the default email which in my case is a standard here’s your invoice email, with overdue invoices a more direct tone ...
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New