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REMINDER LETTERS,

I would like to be able to edit the headings on the reminder letters, this would help not to upset customers.
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Amend payment due date across board

I make entries on Kashbook as and when they appear on the bank statement and at the same time enter the payment, but in so doing, the default always goes to 30 days. What I want is for it to be zero days for both purchases and invoices. I know it ...
Guest almost 4 years ago in IRIS KashFlow / Purchases 0 New

make recurring list of invoices available in CSV or excel

currently only available in PDF
Guest almost 4 years ago in IRIS KashFlow / Reports 0 New

Connect Kashflow to the European Peppol e-invoicing network

Dear Sir, Kashflow will be more interesting connected to the Peppol e-invoicing network. We are Accesspoint and offer an API hereto. Who can I best discuss this with? Regards Dolf Kars CEO telephone +31(0)202611791mobile +31(0)651118110's-Gravelan...
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

ease of checking paid invoices - -1 screen view

Currently if I am checking a bunch of invoices to see if they are paid. You have to search the invoice number -- then the invoice appears with the customer name to the right but you have to click into it again to see if it's paid or unpaid. I k...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Ability to report on quantity purchased

Currently there is no way of reporting on quantity purchased. Need a report to display (for a selected supplier) invoices line by line detailing quantity, amount per unit and cost.
Jason Everitt almost 8 years ago in IRIS KashFlow / Reports 1 Acknowledged

Auomated emails for Overdue payments

I don't know if this already exists, but it would save so much time if my customers get an automated email to remind them to pay instead of me going into each client folder and sending the reminder myself.
Mohamed El Gadhy almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Attach scan of actual invoice to purchase invoices

We currently scan all our incoming invoices to an online document management system. It would be very useful in Kashflow to able to attach a .pdf file to purchase invoices and maybe receipts, etc to cash payments so that they can be instantly open...
Nick Robinson almost 8 years ago in IRIS KashFlow / Purchases 1 Already exists

To have a separate login for when someone covers me whilst I'm on holiday or for the owner to have their own access

It would mean that I am not sharing my login details with anyone else but they can still view the payroll as necessary. You could make sure the main person has given authority for this to happen.
Guest almost 8 years ago in KashFlow Payroll 0 New

Ability to put Invoices on hold

We have a number of wholesale customers who place orders then due to budgeting, or other considerations need to put their order on hold. It would be great if we could put an invoice on hold rather than delete it. The monies showing as on hold and ...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged