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Import unpaid invoices list to Excel

Currently you can only download to PDF
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Monthly P/L showing all months to date

Your support team member Chris Wilkes suggested I put this forward: P/L account - year broken down by months including %. Most other programs I have used allow this and I find it very useful for easy comparison and forecasting.
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

The ability for customers to choose to add on a small amount of payment to go towards charity.

It would be good to have the ability for us to generate invoices where the customer has the option to add a bit extra to their payment and we can donate this extra to charity.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

The ability to send more than one invoice in one email

The ability to send more than one invoice in one email
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

To have the ability to view previously sent statements and invoices. Also when customer replies to an invoice to show the invoice no.

No description provided
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Unpaid and Part Paid Invoices Report as downloadable data file

I issue single invoices paid over a long period in a schedule of installments. The due date is sometimes a year or more into the future. As payments are against a single invoice, there is no flag to let me know an installment is overdue. Issuing s...
Katrina Boydon almost 7 years ago in IRIS KashFlow / Reports 1 Planned

being able to edit invoices after the transaction lock date

Changing invoice numbers and dates after transaction lock date. A customer has not yet received invoice but paid in advance, we up date the records and are unable to because the bank has been reconciled. I understand we should not be editing payme...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Column Totals within bank accounts

On the transactions page of the bank accounts you have a column for 'in and a column for 'out', but there is not a total for either column. This would be really handy so that at a glance you can see how much has come in and out, not just the indiv...
Rob Smith almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Make Bank Matching look at invoices it has previously matched but which are still only part paid

Once Bank Matching has allocated an invoice it doesn't include it in future matches even although that invoice might be unpaid - I have several hundred customers paying by standing order (ie the same amount every month from the same invoice) and c...
Rob Smith almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Increase number of failed log-in attempts from ONE before locking account

Dear Kashflow Why do you have such a low threshold for locking the account and requiring password reset? I got one digit wrong in the memorable word and it said, "We've detected a number of failed login attempts to your KashFlow account. As a resu...
Nicky McGregor over 3 years ago in IRIS KashFlow / Uncategorised 0 New