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IRIS KashFlow

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The ability to send more than one invoice in one email

The ability to send more than one invoice in one email
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

To have the ability to view previously sent statements and invoices. Also when customer replies to an invoice to show the invoice no.

No description provided
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Increase number of failed log-in attempts from ONE before locking account

Dear Kashflow Why do you have such a low threshold for locking the account and requiring password reset? I got one digit wrong in the memorable word and it said, "We've detected a number of failed login attempts to your KashFlow account. As a resu...
Nicky McGregor over 3 years ago in IRIS KashFlow / Uncategorised 0 New

Display recipients email address on PDF theme Invoice

Since its now 2021 and most people have an email address. Surely it's time to have an email address displayed on the PDF Invoice? We are able to add in a telephone/mobile number (via the HTML coding) if you know what your doing!
Debra Woodward over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Email templates- spacing between paragraph

No description provided
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Repeat Invoices - Add in Frequency of years

I have several invoices that are billed bi annually or every three years and it would be great if there was an option under Frequency to check the number of years. I use the days function but every year will always be a different day.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Record CIS Certificate received on each invoice

I would like to be able to somehow add that we have received a CIS certifcate from the customer we have invoiced. We have to send our invoice with the CIS dedcuction on it, it would be good to be able to go into each invoice, and tick a box maybe,...
Carey Hall over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add a trigger to enable Zapier to recognise a new invoice

I have been using Kashflow since 2014 and it is the centre point of my company management system. Whenever I receive a new order, it is immediately placed into Kashflow as an invoice. I am trialling Zapier as a means to help automate as much of my...
Guest over 3 years ago in IRIS KashFlow / Partner Apps 0 New

When creating a new rule within the Bank Feed provide more criteria for transaction selection

Currently when creating a new rule in the Bank Feed area, I can only search for transactions by text. I would like to be able to search for transactions to create a rule using other criteria such as the Amount of the transactions being equal to or...
Michelle Bennett over 3 years ago in IRIS KashFlow / Bank 0 New

Allow a Project to be added to an Expense

Because users might want to report on Expenses within a project and right now we have to key a full Purchase invoice in order to allocate a project to a purchase which takes much longer to key.
Michelle Bennett over 3 years ago in IRIS KashFlow / Purchases 0 New