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IRIS KashFlow

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repeat transactions for regular transfers between bank acccounts

repeat transactions for regular transfers between bank acccounts
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Support for charities to make Gift Aid submissions to HMRC from Kashflow

Ability to easily identify all donations that qualify for Gift Aid, administer associated Gift Aid declarations, and then produce HMRC compliant submissions. As Bank data is imported, applicable transactions are marked for Gift Aid processing.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Reminders of overdue invoices until they are paid

Hello I think it would be really helpful to have reminders of overdue invoices more than once. Ideally until the outstanding invoices have been paid.
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Already exists

Magneto integration please

Will the the new connect app integrate with magneto?
Guest almost 8 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Euro ability on repeat invoices

It would be very helpful to have the option to choose the currency on repeat billing. At present we have to create a monthly invoice in Euros for the same amount each month but this would save a lot of time.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

The ability to view notes of an invoice/Qoutes/Customer in the reporting section

When looking at any of the reports that are related to the customer invoices, I think it would be useful to have the ability to be able to see notes relating to a specific invoice as to why there were potentially any issues with that invoice, that...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

reconcile Paypal auto-match

Our paypal account has thousands of transactions per month. Reconciling these accounts takes hours of work.Our suggestion is an auto-match system that can search paypal transactions through its API, and find "best match" transactions for un-reconc...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

enable quotes to be more than one page long our quotes can span 2 or 3 pages and therefore we cannot use the programme for this purpose

make it possible for quotes to be on more than one page some of ours need to cover 2 or 3 pages Or if it is already possible how do we action this?
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

I would like to upload my own invoice / letterhead template in pdf rather than upload logo onto existing format.

Uploading my own letterhead and invoice, that way i have consistently across all my paperwork and media
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Ability to collate sales from quotes/proformas

I would like a report that can collate the data from selected proformas/quotes to allow me to predict future stock requirements.
Guest almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged