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IRIS KashFlow

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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

Add the ability to assign an Address to a project

Add an address to a project which may be added automatically to an invoice every time a customer is invoiced in relation to that project.
Guest about 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

Telephone Support

This speaks for itself. We live in a service orientated world and hiding behind a web site is not great customer service. Your support system works but there are often times when it's very frustrating and a conversation would resolve an issue much...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

select email template when sending bulk email

At the minute if i want to send a bulk amount of emails i can only use the default email template, it would be good to be able to send a bulk email and be able to select any of the email templates created
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged