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Automatic saving to Dropbox

Saving every invoice to a dropbox account one at a time is very cumbersome, especially when multiple repeat invoices are generated. It would be very useful to allow all invoices to be automatically sent to the linked dropbox account upon creation/...
Guest over 9 years ago in IRIS KashFlow (KF) / Uncategorised 0 Acknowledged

Proforma

I find it hard to believe Kashflow don't yet have the ability to create Proforma invoices! I have now signed upto Sageone and will be moving away from Kashfow. Renaing QUOTES to Proforma is Not a Solution!
Guest over 8 years ago in IRIS KashFlow (KF) / Invoicing & Quotes 4 Acknowledged

Marginal Rate Vat function

We run a garage, have used Kashflow for many years. We have started to buy and sell cars, however, on our first one we have hit a huge hurdle. Over a number of helpdesk ticket exchanges, I am eventually told that you cannot assist with this. You p...
Sarah Gosling about 1 year ago in IRIS KashFlow (KF) / Uncategorised 0 New

RST API Knowledge base

Be really useful if there was a knowledge base for the REST API like there is for the SOAP API
Stephen Elliott over 2 years ago in IRIS KashFlow (KF) / Reports 0 New

Add due date to aged creditors report

This would be useful to help us identify which creditors we need to pay in our payment run.
Guest over 2 years ago in IRIS KashFlow (KF) / Purchases 0 New

Bank details change on quotes

If the bank details are changed they only can be changed on invoices not quotes. Our company SWIFT and IBAN has changed but the new details appear only on the invoices and quotes still contain the old details which is highly inconvenient and unpro...
Guest about 1 year ago in IRIS KashFlow (KF) / Bank 0 New

Merge 2 Client Accounts

We have 2 client accounts for 1 client. This has happened because user didn't check if client had an account before adding as a client. For data cleansing and analysis, this is a bit of a pain, producing data that is lacking for the client. It wou...
Guest over 2 years ago in IRIS KashFlow (KF) / Customers 0 New

Allow bank transactions to be Matched to both Sales and Purchase Invoices

Some of our clients have the same business as both a customer and a supplier and when payments are made these invoices are contra'd off against each other. It would be useful to be able to match bank receipts/payments to both Sales and Purchase in...
Melanie Vaughan about 6 years ago in IRIS KashFlow (KF) / Bank 0 New

Reduce width of Invoice so that it fits screen without scrolling or reducing font size

In old Kashflow once you had selected Sales and Product Codes they were no longer displayed on the invoice - now they take up too much space and you have to scroll to see the whole line to include the total price. We can't reduce the screen size a...
Guest over 2 years ago in IRIS KashFlow (KF) / Invoicing & Quotes 1 New

A button on the set up menu to allow automatic sending of remittance emails when processing a payment

it would reduce the amount of mouse clicks, also more customers are requiring remittance emails sent so if we could click on a button in the set up to opt in for automatic sending of remittances when we process the payment it would make life easie...
Guest over 1 year ago in IRIS KashFlow (KF) / Purchases 0 New