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IRIS KashFlow

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The ability to change the 'from' email address with the email templates.

Even though we are a small business, we have different email address set up for different purposes and sites / projects. If we can change the 'from' email address when we create a template it would be extremely useful. At the moment we have to dow...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

3D Secure card payments

At the moment, sagepay's 3D secure (verified by visa etc.) freezes the online invoice payment.Would be great if you could resolve this issue, as this adds to the security while paying online, and reduces the risks of fraud and charge backs.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Preventing Customer Duplication

It would be great if we can be stopped from creating a new customer record by trying to use the same mobile number or e-mail address that already exists on another customer record... ...by giving us an easy option, asking whether we would like to ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Alphanumeric

A simple idea of adding letters to invoice numbers, a simple C for a credit note would help.Also, a supplier reference may be the same as a sales invoice reference but the system won't let you use the same reference twice. How would you treat this?
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Multiple attachments with invoices

You can manually attach extra PDF files when sending out invoices but if you could upload a file that could automatically attach along side the invoice (terms and conditions for example) that would be perfect.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

More options for date supstitution in repeated invoices

When creating new repeat invoice, you can use date supstitutions in the description field of the invoice lines, like %m for current month, %m+1 for next month, %m-1 for previous month. Can you please increase the range, so you can add %m+2, %m+3 ....
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Add Insightly CRM as an integrated App

Can you look to bring an integration with Insightly
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Quote to estimate

Have the option of renaming a quote to an estimate on individual quotes rather than changing it in the settings
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Terminolgy

I am sure I am not alone in finding the terminology in Kashflow frustrating. Why do you call receipts "payments" and can't you call sales "sales" and not "invoice", a term which could mean either purchase or sales documents
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Repeat Quote/ Sceduled Quote

I'd like to use the quote section instead of an invoice, to remind my customers that a scheduled service is due. An invoice I can schedule but a quote I cannot. Is this something that could be added? This would benefit me that an invoice is not im...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged