IRIS KashFlow

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Add ability to enable or disable automatic credit control on repeat invoices

I use repeat invoices a lot, many which are collected by direct debit. As such, I would like the ability to disable automatic credit control for these invoices so these clients are not irritated by the automatic credit control emails which are sen...

Russell Chesler over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Create a link to send to customer to set up DD mandate

For some clients, they respond better to SMS or messages via WhatsApp and FB Messenger, so being able to send a link to them in order for for them to set up a DD mandate would be quicker for them and service providers.

Guest over 5 years ago in IRIS KashFlow / Payments 0 New

1 VOTE

Mileage

With my job I sometimes have to do multi drop deliveries from start point. On the the mileage page, it only gives you the option of a start and end point. Can you not customise it so I can put more stops on there?

Guest over 5 years ago in IRIS KashFlow / Other 0 New

1 VOTE

Could we have a read receipt on emails sent?

Let's us know if client has received/read the email. Helpful when emails are going to a clients Junk email and they just delete their junk without reading it.

Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Accidentally deleted invoices to be retrievable.

Please make accidentally deleted invoices retrievable. Storage capacity as reason for not implementing this option should not be a problem because invoices are not meant to be deleted, hence, not a reality in practice. HMRC does not allow for invo...

Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Change product code default globally

The current system allows you to change the default code/product which will then set each subsequent new customer with that default...you can change the default code on a per customer- one by one basis but not globally. I would like to be able to ...

Guest over 5 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Import Customers - First Name & SUrname Fields

When you export customer details from KF, first name and surname fields are included. When you try to import the data back to KF, there are no field to allow this!

Guest over 5 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Mix and match payments methods for customers and invoices.

Hi, My default payment method displayed on the invoice is PayPal and many of my customers use this. I'd like to use GoCardLess Direct Debits on certain invoices, but if I activate GoCardLess I lose PayPal. I'd like to see the ability to pick and c...

Paul Craven over 5 years ago in IRIS KashFlow / Payments 0 New

1 VOTE

The ability to search invoices and do reports using an internal 'job number' or 'order number'

Sometimes in our business we need to search how many invoices or value (£'s) we have raised for one 'job', many of our customers have multiple sites. I would like the ability to use an internal reference number to report per job.

Louise Saunders over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Final Accounts do not meet professional standards. Can`t include accountants report.

Accountancy firms.

Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

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