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IRIS KashFlow

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Have customer contact name, contact Tel No. and email address on invoice for export invoices also EORI

This is required on the invoice by transport companies before they will pick up goods. Most of information already in Customer data.
Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

Options for multiple Invoice name

Many of my customers require their invoice to be submitted in differing formats. For example, Invoice, Self Billing Application, Application. At the moment I have to manually change the Field Name in Settings whenever I send a specific invoice. It...
Louise Saunders almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Amend payment due date across board

I make entries on Kashbook as and when they appear on the bank statement and at the same time enter the payment, but in so doing, the default always goes to 30 days. What I want is for it to be zero days for both purchases and invoices. I know it ...
Guest almost 4 years ago in IRIS KashFlow / Purchases 0 New

make recurring list of invoices available in CSV or excel

currently only available in PDF
Guest almost 4 years ago in IRIS KashFlow / Reports 0 New

Connect Kashflow to the European Peppol e-invoicing network

Dear Sir, Kashflow will be more interesting connected to the Peppol e-invoicing network. We are Accesspoint and offer an API hereto. Who can I best discuss this with? Regards Dolf Kars CEO telephone +31(0)202611791mobile +31(0)651118110's-Gravelan...
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Auomated emails for Overdue payments

I don't know if this already exists, but it would save so much time if my customers get an automated email to remind them to pay instead of me going into each client folder and sending the reminder myself.
Mohamed El Gadhy almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Days Since Last Payment

A Customer or Sales report that identifies the number of days since a payment was last made. So we can quickly and easily identify customers whom are over 30 days or otherwise customisation. This can even be applied to suppliers and purchases.
George Ross almost 4 years ago in IRIS KashFlow / Customers 0 New

Reports

One look at the issues on here and straight away the runaway issue is with reports.This is really starting to impact on the usability of Kashflow, and if its not usable its not worth using any longer. Can anyone from Kashflow at least acknowledge ...
George Ross almost 4 years ago in IRIS KashFlow / Reports 0 New

Purchase Order Report

Our projects can take anywhere between 2 and 5 months to manufacture. We currently have more than 90 live purchase orders on our system. A report and option to download to CSV seems like it is vital for accounting purposes and stock control.
Lisa almost 4 years ago in IRIS KashFlow / Reports 0 New

send phone code authentication and allow customers to pick specific menu for other staff users

this would keep accounting details confidential while allowing clerks to add invoices and bills to system.
Guest about 4 years ago in IRIS KashFlow 0 New