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The ability to automate the sending of invoices via email

I like the re-occuring invoice generation feature however I have clients that we do set jobs for on a weekly/monthly basis. I am able to set up re-occuring invoices for this but I would like the ability for Kashflow to email the invoice to the cli...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Introduce bar chart option on Monthly Expenditure report

At the moment if you want to view your Monthly Expenditure quickly, you can only see it as a graph which I find confusing and unclear. A bar chart is much more effective and works well for Monthly Income. I can't understand why you don't have the ...
Catherine Stokes about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Change settings on customer statement

Please see attachment. Would it be possible to make ticks on EXLUDE PAID INVOICES & EXLUDE OPENING BALANCE as permanent rather then to do it each time I am generating a report.
Guest about 8 years ago in IRIS KashFlow Connect / Settings 0

Selling product at cost alert

I think it would be useful to get an alert that the product you are selling is at the cost you have purchased it for, at point when you are issuing an invoice. I think Sage does it. It highlights the product.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

More flexible handling of imported bank receipts

We often have lodgements to our bank which are made up of several items - cash takings from several sources and customer invoice cheques. Compounding the problem is that our sales ledger people will have processed the incoming cheques as a payment...
Nick Robinson about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Illegal transactions

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

Download a report to transfer to a new software package

One of my clients has now taken on their own payroll. They have grown too big for it to be cost effective for it to be outsourced. When i try to send them the year to date information for them to import it into their own software i discovered that...
Guest about 8 years ago in KashFlow Payroll 0 New

Allow for multiple packing slips to be printed in the same way that invoices are

We have to produce a packing slip for each invoice raised and this is done in batches
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Send invoice out before Invoice date

Our customer's payments are due on the invoice date. However we need to be able to send out the invoice beforehand. Kashflow uses the created date as the invoice date. But we would like the created date to be just the date the email/invoice is ge...
Naheed Rehman about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Certificate Template

I have a service industry business and need certificates for my clients. To be able to populate the address from Kashflow would be very useful indeed. I'm sure a lot of users would find this a very useful addition and when integrated could be emai...
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged