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IRIS KashFlow

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Please can we upload bank details onto a customer record

Seems ridiculous that we can upload everything else but not the bank account and sort code
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Colored filters / highlights that can be applied to bank statements according to criteria.

When reviewing bank statements in Kashflow it is sometimes irritating to have to select an entry and open up the more details section in order to see Vat percentage and amount. Having an optional filter would enable users to quickly highlight tran...
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Use delivery address automatically when you do a delivery note

This function is currently not possible but I think it makes perfect sense if you have saved the delivery dress (when you enter customer details on) and invoice can go to the usual address and when you click on delivery note or packing slip it cou...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Working tax credits access

Hi, the information that working tax credits are asking for from people that are self employed has increased. It would be beneficial if we could grant them access in the same way we can grant access for accountants.
Guest almost 8 years ago in IRIS KashFlow / Other 0 Will not implement

New Report - Invoices paid on a particular date or date range

it is important to us to knwo what has been paid as business actions are taken as a result of the payment
Guest almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

I suggest you develop a French Version of KashFlow

This will be very useful for the French speaking nationals and countries
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Increased functionality when subscription has expired

When a users monthly subscription has expired and their payment method has failed, why not allow the user to access invoice generation and credit chasing, plus continue to process scheduled invoices for at least a month. That way, they can be ince...
Aaron Foster almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Adding a Purchase Order column to the Customer: Invoices, Stats, Etc screen

I think it would be immensely helpful to add a column for Purchase Order to the Customer Invoices, Stats, Etc screen, so the columns would read Inv #, PO, Date, Amount, Status. This would make it similar to the Suppliers Purchases & Stats scre...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to add attachments held in icloud from iOS devices

I use my iPhone and iPad to invoice clients and in some cases, I need to attach additional files (e.g. Timesheets) to support the invoice. At the moment, I can only do this if the file is held locally I.e. On the device. The idea is to allow docum...
Guest almost 8 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

correlate delivery notes with invoices to keep track of on shelf stock at different retailer

Hi There, We are a manufacturing company and we supply our product to different retailer on consignment basis. We can create Delivery notes by renaming Quotes but they do not show any correllation with the invoices. It should work like this. We se...
Hendrik almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged