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IRIS KashFlow

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

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Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

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

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

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

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

a static box at the top of a bank rec screen that shows the reconciled balance as you tick through the items!

No description provided
Guest about 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

add on a percentage to the final total on an invoice

would be really helpful if you could have an option of adding a % (either 20% or 10%) to the final total on an invoice. i'm an agent so have to add on a certain percentage on to the total. i'm finding that I have to do this manually, which is what...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

It would get great to create a quote template with predefined sales codes and comments

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Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

Activity Report - Ref column has the Purchase and Invoice reference. Could you make it a hyperlink so we can easily jump to the original?

Activity Report - Ref column has the Purchase and Invoice reference. Could you make it a hyperlink so we can easily jump to the original?
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom

ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged