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Auto email to customer to thank for payment

Once invoices are matched/reconciled through the bank feed it would be great if there was a simple way or an auto process that issued a 'thanks for your payment' email that gives the amount paid and the invoice numbers that it has been matched to....
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Google drive

Many small businesses use Google as their email system and from that also use Google drive to store all of their data in the cloud. Currently, if this is the case they also have to have a dropbox account just to store receipts etc that are linked ...
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

To be able to enter budget figures so that when the reports run they give you a actual v budget type report?

I think as the accounts package develops that my request would benefit all users and in my opinion, should be standard in any accounts package. After all, I would guess that it falls part of any industry measurement KPIs
Milos Ustic over 5 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Change the default display items settings

Quotations and invoices for instance. The default items displayed is 10 change the default quantity? There are other instances with similar defaults. If changed to 20 items this only lasts until you log out then it resets to 10. It should be pe...
Guest over 5 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Net Estimates

My current estimates using QuickBooks 2006 pro allows me to create an estimate with VAT but when I print to PDF it only shows Net value we have a footer saying All Prices are Excluding VAT. The Vat is then added when estimate is converted to Invoi...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Adding ability to add pay rate to payslip if using role facility on Payroll

Currently unable to show pay rate on payslips as we have entered a role i.e Receptionist for each member of staff this generates a Salary rather than hourly rate and therefore the rate of pay does not show on pay slip. Need to use the staff role s...
Christine Anderson over 5 years ago in KashFlow Payroll 0 Acknowledged

Read receipt for invoices etc

Would like to have the option of adding a read receipt for any invoices, quotes and statements emailed to customers. A few of our clients have asked for this.
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Need an additional tab for a quote

We provide quotes and then once agreed, convert that into a PO request which once complete convert that into an invoice so we need an addition tab for quotes. At the moment we keep having to change PO request to quotes in settings which is too con...
stephanie nicholas over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Create an Expense with two line items

To account for expenses that have zero and standard VAT rates, it would be easier to create an expense with two line items. This is possible when creating a purchase, but not an expense. This will allow expenses to be matched directly to the bank ...
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

Paypal Import and VAT registered businesses

At the moment, when you create invoices based on a PayPal import, we know that only one line is imported (blame it on the paypal API .as normal, rather than using the correct API...) Anyway, that first line always has the VAT rate set to 0% by def...
Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged