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IRIS KashFlow

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create repeat invoices from customer screen like "create invoice" - add create "repeat invoice"

when creating repeat invoices for customers would be great to be able to do this from customer screen and not just from "invoices screen"; easy for you to put icon with a link at the top next to "create invoice"
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Sales and Purchase codes

It would be useful if there was an title on the sales code lists that says "Sales Codes" and a title on the purchase codes lists that says "Purchase Codes" It can be hard to remember if you opened the sales codes or purchase codes list and therefo...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Provide a management accounts report in the standard Kashflow

In Kashflow there is not a management accounts report. In Kashflow Connect there is a good Management accounts report (our accountant provided it) but we need that kind of report within Kashflow for reporting the business.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Automatically mark estimates as sent

Would be great to automatically convert an estimate status as sent as soon as the estimate has been emailed.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Add 'Paid on Invoice' button to Receipts page

Entering months of receipts is laborious and going in to a pop-up window to enter the payment details adds A LOT of time when entering 300 receipts. A lot of purchases are paid on the same date as invoice (petty cash, company debit card, etc). I w...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Quote category to be displayed within the customers account along with total quoted and won.

Hi, Within the quotes page you can see the list of all quotes created along with a selected category, draft, sent, won etc, can you add the option of seeing this within a customers account, at the moment you can see the quotes created for that spe...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

CARD PAYMENT button on iPhone

It turns out that the 'Card Payment' Button does not appear on the iPhone when using Kashflow in the browser. I was at a customers house the other day who wanted to pay by credit card while I was there. It turns out that the 'take payment' button ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Be able to preview recurring invoice emails

I am setting up a recurring invoice. At present I need to set an invoice to send to myself, and wait until tomorrow to see if the email is sending correctly. It would be good if there was either a "Send now", "Send preview" or "View preview" butto...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

duplicate product

Can you add a duplicate product feature to make it easier to adapt current products to create new ones.
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Generate a delivery note before invoicing

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Guest about 8 years ago in IRIS KashFlow 1 Acknowledged