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IRIS KashFlow

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Add comments to bulk invoice import

Our business offers multiple products, and we use comments on invoices to act as titles in separating them out. For example: COMMENT AS TITLE Line item 1 Line item 2 Line item 3 COMMENT AS TITLE Line item 1 Line item 2 Line item 3 Unfortunately i...
Oliver Sherrington about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Don't duplicate PO number when Copying an Invoice

Hi, Please can you change the Copy Invoice function so that it either doesn't duplicate the PO Number from the old invoice into the new one or that it asks you - if there is PO Number in the original invoice - whether you want to include the PO Nu...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Option to assign purchases to projects from Purchase page

There is an option to assign invoices to a project on the Invoice page. Could the same be made possible for purchases on the Purchase page? Our project expenses are generated as ‘purchases’ via IrisSnap so the option to assign multiple purchases i...
Guest about 6 years ago in IRIS KashFlow / Purchases 6

MULTIPLE EMAIL DIRECT FROM CUSTOMER LIST

A FACILITY IS NEEDED TO ALLOW KASHFLOW USERS TO BE ABLE TO EMAIL CUSTOMERS EITHER INDIVIDUALLY OR MASS DIRECT FROM CUSTOMER LISTINGS
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Stop quotes being invoiced twice

Quotes to be flagged as already invoiced if you try to create an invoice again from same quote.
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0

Create Bank Feeds for Allied Irish Bank

Please can you create bank feeds for the following two URLs of AIB https://ibb.aibgb1.co.uk/ibb/controller?reqID=login and https://ibusinessbanking.aib.ie/ibb/controller?reqID=login I understand from Yodlee that they are both Supported in Beta...
Paul Doyne-Ditmas about 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Projects across the whole platform, please...

Every part of the system needs to have projects, from Iris Insight to the whole of Kashflow and SNAP. Kashflow is a great product for helping clients go from poor record keeping to good quality record keeping and once on board they can soon advanc...
Guest about 6 years ago in IRIS KashFlow / Projects 0

Send estimate to customer and when convert to invoice it sends to their accounts dept, different email address

Some customers would like the estimate to go to one email address and when it converts to invoice they would like it to go to their accounts dept emails. So having the options for emails to go wherever you need them to go rather having to manually...
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

To see repeat purchaes ie DD & SO on a weekly/monthly basis

It would be useful to see regular repeat outgoings (D/D's or S/O's) when entering the month end date, at the moment you can only see them if entered manually.
Guest about 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Adding Fields to Customer Profiles

I would like there to be a feature whereby you can add a field on the customer profile so when you export the customer data you can search by different fields such as source/industry.
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged