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Sales History report

One history report to list all sales codes between dates - very quick to see what has been invoiced. And why does the pull down screen sow all codes in teh system and not just the sales codes

Andrew Mills about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Allow 3D Secure payment gateways

Currently Kashflow does not allow payment integrations to use 3D secure. This is standard practice now and we are missing out without this service.

Guest about 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

2 VOTE

Make the column width adjustable in 'standard view'

I have created a test invoice and taken a screenshot to show you what I mean. The Customer column is too wide and the Purchase Order column is too narrow for my requirements. On spreadsheets like Excel you can click and drag to adjust the column w...

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Reviewing Batch Payments

It would be useful to be able to call up batch payments to recap what invoices have been paid. If there's a query it would be useful to be able to see all invoices paid in the batch

Ken Callaghan about 4 years ago in IRIS KashFlow / Payments 0 New

1 VOTE

payment receipt amending ability

I send payment receipts to customers, it would be very useful if I could have an editable template for this. Currently I have to change all the details as required.

Guest about 4 years ago in IRIS KashFlow / Payments 0 New

1 VOTE

Adding Pay Now button to proformas

Please could we get the "pay now" button added onto proformas so clients can pay them upon receipt

Kirsty Willis about 4 years ago in IRIS KashFlow / Payments 0 New

1 VOTE

retain settings on batch payments and enable a button 'post another batch payment'

I have to balance many Paypal payments, and I choose to do this every month or so, in a batch. Each time I go into batch payments, I have to set the invoices to appear in pages of 100. Each time I make a batch payment I have to exit and go in agai...

Karen Slade about 4 years ago in IRIS KashFlow / Payments 0 New

2 VOTE

PDF Themes - being able to change multiple clients default themes at one time

I'm in a position where I'm going through a rebrand, and at one time I had selected slightly different PDF themes for some clients or suppliers, but I'm bringing them all together now under a global theme for the company. It would be really good t...

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Split Aged Debtor Report by Manager / Sales Rep

It would be useful to be able to assign customers by manager / sales rep, therefore allowing aged debtor reports to be produced for each customer sales rep or customer manager as a separate report to the full aged debtor report

Gareth Cook about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

print the screen list of unpaid customer invoices

I would like to be able to print the screen list of unpaid customer invoices so I can check my records. Don't need any other informnation and do not need a copy of the invoice.

Guest about 4 years ago in IRIS KashFlow / Customers 0 New

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