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IRIS KashFlow

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Terms - Set terms to "end of this month" and/or "end of next month" instead of "x days".

Set a customers terms to "end of this month" and/or "end of next month" instead of "x days".
Guest almost 8 years ago in IRIS KashFlow / Customers 2 Already exists

The ability to automate the sending of invoices via email

I like the re-occuring invoice generation feature however I have clients that we do set jobs for on a weekly/monthly basis. I am able to set up re-occuring invoices for this but I would like the ability for Kashflow to email the invoice to the cli...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Introduce bar chart option on Monthly Expenditure report

At the moment if you want to view your Monthly Expenditure quickly, you can only see it as a graph which I find confusing and unclear. A bar chart is much more effective and works well for Monthly Income. I can't understand why you don't have the ...
Catherine Stokes almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Selling product at cost alert

I think it would be useful to get an alert that the product you are selling is at the cost you have purchased it for, at point when you are issuing an invoice. I think Sage does it. It highlights the product.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

More flexible handling of imported bank receipts

We often have lodgements to our bank which are made up of several items - cash takings from several sources and customer invoice cheques. Compounding the problem is that our sales ledger people will have processed the incoming cheques as a payment...
Nick Robinson almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Illegal transactions

No description provided
Nick Robinson almost 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

Allow for multiple packing slips to be printed in the same way that invoices are

We have to produce a packing slip for each invoice raised and this is done in batches
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Send invoice out before Invoice date

Our customer's payments are due on the invoice date. However we need to be able to send out the invoice beforehand. Kashflow uses the created date as the invoice date. But we would like the created date to be just the date the email/invoice is ge...
Naheed Rehman almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Certificate Template

I have a service industry business and need certificates for my clients. To be able to populate the address from Kashflow would be very useful indeed. I'm sure a lot of users would find this a very useful addition and when integrated could be emai...
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Customers Job Title Field On Invoice

I find that job titles are important to lots of people - yet I have to use a number of workarounds to get them to appear correcty on an invoice - Why cant we have a job title box that displays the title under customer name on an invoice instead of...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged