IRIS KashFlow

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Flag option for Invoices, Purchase Orders and customers

Flag option for Invoices, Purchase Orders and customers. If there is an issue with anyone of the above KF users will quickly be able to see and read associated notes.

James about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

It would be good to be able to send copies of repeat invoices to other members of my staff

I would find it helpful to send copies of repeat invoices to other members of my team.

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

1 VOTE

Allow projects tracked in other currencies

I use projects for tracking how much turnover I have realised off a contract I have with a customer - at times there are more than one contract live with a single customer (larger entities). The use case here is that I have contracts with customer...

Guest about 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

1 VOTE

Being able to add different delivery times to different sales codes

We have different terms for different sales codes. For instance, if we invoice for a deposit we require that to be paid quicker then our normal invoices. Having a additional box when you set up a sales code to state how long the payment term shoul...

Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

Create different payment terms, depending on the source of the account?

I think a number of Kashflow customers (especially those with B2B customers) would benefit from creating different payment terms, depending on the source of the account? So for example some of our clients come from a particular source that could a...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

option to have the default in quotes for it always to show totals

No description provided

Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

1 VOTE

GoCardless Integration That Works With Their PayLinks

I used to be able to send a GoCardLess link from Kashflow that included the option for the client to log into GoCardless with their existing account details. This is no longer the case and one has to set up a new account. I spoke to GoCardless and...

Guest about 8 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

1 VOTE

Individual customer activity report with payment history

When customers are querying whether they have overpaid you, you need to be able to print off an activity report for that customer to show them all paid invoices and dates/amounts of payments received. With large, ongoing projects, some clients mak...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

1 VOTE

IBAN + BIC

Hi team, Would be great if you could add BIC and IBAN details under "other info and settings" of supplier details instead of only the sort code and bank account number. Useful for anyone dealing with international suppliers. Thanks

Guest about 8 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

1 VOTE

Go Cardless Feed

This would be handy so we could download transactions into Kashflow rather than upload csv files manually.

Guest about 8 years ago in IRIS KashFlow / Bank 1 Already exists

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