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Email Templates: add [Project Name] to text substitutes

It would make sense to be able to refer to the project name in the email heading or content when issuing an invoice.
Michael Chadderz over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Customer credit limits - notifications when limit is reached would help.

Some sort of notification when a customer reaches their credit limit would greatly improve the system. When accepting new orders this could be checked quickly.
Guest over 5 years ago in IRIS KashFlow / Customers 0 New

New field: Original quote number on invoice

Could a quote number be referenced when a Quote is converted into an Invoice. It is useful for us to know which quote (saved as a pdf locally) relates to a new invoice, as obviously it gets deleted from KashFlow when converted…
Dan over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Please make the whole of KashFlow read only for the client so that they cannot mess up their accounts

Please make the whole of KashFlow read only for the client so that they cannot mess up their accounts There should be a tickbox in KashFlow Connect that makes the client's KashFlow totally read only for the client.
Guest over 5 years ago in IRIS KashFlow Connect / Clients 0 New

Add a subcatagory for Kashflow payroll GP

To allow users to filter ideas & developments relating to your GP - specific products
Ralph Greenwall over 5 years ago in KashFlow Payroll 0 Acknowledged

Form GP1 - full functionality please

Allow corrections / adjustments to NHS pensions contributions on the payroll which then carry through to populate section B2 on the GP1 monthly report
Ralph Greenwall over 5 years ago in KashFlow Payroll 0 Started

Allow direct click to customer record from Income by Source

From the dashboard clicking on the income from source graph and then one of the pie sections gives a list of invoices. At the moment the two links whether it be the invoice number or customer name both go to the customers invoice. It would be use...
Guest over 5 years ago in IRIS KashFlow / Reports 1

Ability to batch print multiple purchases

Please can I suggest that you add the functionality to batch print purchases? This function is available for sales invoices, whereby one can select multiple invoices and then download them all as a single pdf and print them as one document. Howeve...
Guest over 5 years ago in IRIS KashFlow / Purchases 0 New

Reports to run in pounds and pence

I would like to use the aged creditor report to pay invoices but as it rounds the outstanding amounts this is not possible
Guest over 5 years ago in IRIS KashFlow / Reports 1 Acknowledged

Purchase Order - Option to make it a requirement to have a PO before saving

Quite simply - if we don't have a purchase order on an invoice, we don't get paid. My biggest killer of cashflow is when I've sent an invoice, it doesn't get paid, and when I chase it's because I forgot the PO. Often, you can't just re-submit t...
Gavin over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New