IRIS KashFlow

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Sales Order

Sales OrdersIt would be very useful to have a sales stage between "quotes" and "invoices". This is for sales orders that are in the system because we have received an order number from the customer have not shipped or invoiced yet. Called "Sales o...

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 6 Acknowledged

34 VOTE

Pay Online Button on Statements

The "Pay Onine" button on invoices which links to GoCardless and other payment processors is awesome, but it's not available on Customer Statements! Obviously, if people owe you several invoices, it would be easier for them to pay you all (or sele...

Guest about 8 years ago in IRIS KashFlow / Customers 0

2 VOTE

Paypal Imports - Assign payments

At the moment, when importing PayPal transactions you can create new invoices or assign payments received to existing invoices. However, when dealing with payments made by PayPal you can ONLY create new purchase invoices. You need to be able to as...

Rich Mellor 6 months ago in IRIS KashFlow / Purchases 1 New

2 VOTE

Fix the broken Bank Reconciliation resulting from the new UI implementation

The new UI for bank reconciliation had resulted in the process taking twice as long as under the old UI The old UI would automatically save the items markd as reconcilled so I could return later and continue. The new UI requires I manually save wh...

Paul Jansen 6 months ago in IRIS KashFlow / Bank 0 New

31 VOTE

Automatically Apply Overpayments to New Invoices

If a client invoice is overpaid, the credit should be automatically applied to new invoices to that client.

Guest about 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

31 VOTE

Integrate with Payatrader Payment Processor

It would be nice if KashFlow could integrate with payatrader. With Payatrader it’s easy to accept card payments. You can take payments online at your website, by telephone using the FREE Payatrader Virtual Terminal No separate merchant account nee...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

Restore Journal Templates to the original interface.

I note now that you can no longer use Journal Templates unless you change to the old design. Journal templates are critical to us and our clients, and we accountants mostly despise the "new" design. This is like they are blackmailing us to change ...

Stephen Barker 3 months ago in IRIS KashFlow / Other 0 New

30 VOTE

Delivery Notes for Partial Shipments

At present it is not possible to generate a delivery note for part of an order without copying the invoice, deleting the bits that aren't shipping at that time then deleting the invoice. What is needed is the ability to specify quantities of each ...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Future Consideration

30 VOTE

Digitally Sign Delivery Notes/Invoices

It would be of much benefit to us if we were able to have customers digitally sign delivery notes/invoices - either with a signature pad or using a mouse.We would then be able to email proof of delivery/collection notes straight to customers witho...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

1 VOTE

Add a Date Paid Column to the summary page

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Guest 3 months ago in IRIS KashFlow / Customers 1 New

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