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IRIS KashFlow

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Default date on add payment form

When we add a payment to a purchase invoice, could the date on the pop-up form default to the date on the purchase invoice? If I am adding lots of payments it's tedious to have to keep resetting the date.
Guest almost 9 years ago in IRIS KashFlow 1 Will not implement

interest on invoices

If you are using credit control with customers, you should be able to set an interest rate, and time period of late invoices, so the software then update the invoice until paid, and resends it periodically. So I could say, my interest rate is 8% a...
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Reminders for sales renewals

It would be good to have a tick box added to the sales section so that we could tick a the sales invoice then select a date for a reminder to either be emailed or an alert triggered.
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Invoices printing for different sized Paper than A4

Currently even if a height and width is defined in the HTML and BODY styles for a PDF template. The PDF outputted is hard fixed to A4 size. I would like to suggest offering "A4", "A5" and "Custom" page size options. We use pre printed business for...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

LEAD TIME OPTION IN QUOTATIONS

We are currently using the quote valid for / duration as "LEAD TIME" however this is only editable from the setting page. We would love to be able to edit this for each quotation
Jack Kirby almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Reduce the width of 'Disallowed' and 'Vat rate' columns

I've noticed that an extra column has been added to invoices and purchases orders, headed 'Disallowed'. Kashflow has explained the reason for the addition of 'Disallowed' but this column, along with the 'VAT rate' column are unusually wide in comp...
Guest about 3 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Create a proforma invoice

Is it possible to be able to create proforma invoices? At present we have to rename quotes to "Proforma" which takes a lot of time and extra effort, it would be easier to tweak the software to enable this function, this is a daily occurrence so ho...
Guest about 3 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Restore Journal Templates to the original interface.

I note now that you can no longer use Journal Templates unless you change to the old design. Journal templates are critical to us and our clients, and we accountants mostly despise the "new" design. This is like they are blackmailing us to change ...
Stephen Barker about 1 year ago in IRIS KashFlow / Other 0 New

Add a photo to a customer profile

We are a gas heating and plumbing business. It would be really handy if we could attach a photo of a customers boiler to the relevant customer record in order that we can see the boiler/set up for that particular customer should they phone for adv...
Guest about 3 years ago in IRIS KashFlow / Customers 1 Acknowledged

Implement 2FA for manual logins

You need to take data security seriously and secure all logins via 2FA, ideally via authenticator app or encryption key
Guest about 3 years ago in IRIS KashFlow / Uncategorised 0 New