IRIS KashFlow

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Additonal date column on invoices/purchases

We sell a number of services that have annual/monthly renewal dates. It would be good if we could have this date information in a separate column on invoices rather than having to type it manually in the description column. This would also help wi...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

1 VOTE

integration kashflow and payroll

As you are clearly trying to integrate Kashflow with Payroll, I do feel it would be helpful therefore to find more than the journal entry within the body of Kashflow - e.g. a summary somewhere of amount paid to employees rather than having to go b...

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

1 VOTE

Sort by "unsent invoices"

It would be really useful to be able to filter invoices (unpaid) by whether or not they have been emailed to customers. Several employees create and issue invoices and currently there is no way to see which have or have not been sent via email to ...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

1 VOTE

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 over 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 over 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 over 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 over 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 over 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 over 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 over 8 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

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