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IRIS KashFlow

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Make Month a variable.

It would be very useful to include a Month variable place holder in the body of a recurring invoice description text. Each month I have to update the month text of every invoice I send out manually :-( I am unable to use automatically reoccurring ...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Enable inclusion of images to a quote or invoice

When providing a quotation or invoice the ability to include images would be a great help. This can show before and after of completed jobs or other information. An additional ability to be able to add an attachment to the invoice or quote when su...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

duplicate supplier invoice numbers - two invoices from different suppliers with same invoice number

I have some purchase invoices with the same invoice number, but Kashflow will not allow you to enter the same invoice umber twice, therefore my records do not match.
Guest about 6 years ago in IRIS KashFlow / Suppliers 1 Already exists

Quarterly billing

All my invoices are quarterly so I’m stuck with manual at the moment
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Reinstate remittance advice reports for batch payments

We have always sent our suppliers an emailed remittance advice when making batch payments - the attached remittance advice, listing the items included in the batch, no longer works and we would like it reinstated, as there is no alternative way to...
Guest over 6 years ago in IRIS KashFlow / Suppliers 3 Already exists

Customer details saved in customer profile when creating an invoice

If the customer address & contact details are entered when creating an invoice, then the details should be saved either automatically or by giving the operator the option to save to the customer profile. Sometimes a Update Customer Records opt...
Chris Spencer over 6 years ago in IRIS KashFlow / Customers 1 Already exists

Automatic overdue invoice emails

I would like a feature so overdue invoices are sent out automatically after 30 days or whatever timescale I set. And then to automatically send it the final demands etc.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Assigning batch payments to part paid invocies

When assigning a batch payment, I would like to be able to see part paid invoices listed so that I can clear the remaining balance. It seems a bit obvious and therefore I can't understand why it isn't already possible. Similarly, when a batch paym...
L Smith over 6 years ago in IRIS KashFlow / Payments 1 Already exists

Enable adding a repeat bank transaction to a supplier

We pay some suppliers by monthly standing order or direct debit, the amount being the same. It would be useful to be able to set up a repeat bank transaction tied to a supplier.
Anna Hales over 6 years ago in IRIS KashFlow / Suppliers 4 Already exists

Changing customer info wiithout changing historical information

Recently we had a customer who slightly changed their contact details. Not a new customer, same one, so we did not want to change historical information, only going forward. We did not want to add then as a new customer as they were already an exi...
Guest over 6 years ago in IRIS KashFlow / Customers 1 Already exists