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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

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

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

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

when adding new features, for existing customers change the message from "Let's make the most of your trial" (when I have had a subscription for several years now) to something like "Some great new features have been added. Let's make the most of them."

This saves customer and help desk time. By sending out the same messages to customers who are on a trial subscription and customers who already subscribe, then the customers who already subscribe are liable to contact the helpdesk to ask "has some...
Guest 3 months ago in IRIS KashFlow / Dashboard 1 New

Run Multiple Companies from One KashFlow Account

We run several small businesses that require separate accounts and separate VAT runs - we would like to input them under one login and then run separate business reports, and then one overall performance report.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Part Released

Integration to our HRM

Hi! We use Hailey HR as a hrm and they can be integrated in to many payroll systems so when we add absence in there, it automatically enters the payroll system, same goes for change of salary, ICE contacts etc. Would be great if that sort of integ...
Guest 3 months ago in KashFlow Payroll 0 New

Show Stock on Balance Sheet

My P&L isn't always accurate because sometimes I've bought stock for later re-sale, thus my purchases are high without reflecting that stock levels have increased. My accountant also moans about the trial balance/balance sheet not showing stock!
Guest about 8 years ago in IRIS KashFlow / Uncategorised 6 Acknowledged

Unified Customer & Supplier Accounts

Sometimes I have clients who are also suppliers. Would it be possible to have a tick box in their details to be Customers as well as Suppliers to save putting the info in twice?
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Will not implement

Recurring Monthly Invoices

When I go to look at the recurring monthly invoices, the system has the options of looking at 10 items, 20 items, 50 items or 100 items... is there a way for me to have it so I can choose to see 500 items?
Guest 4 months ago in IRIS KashFlow / Invoicing & Quotes 0 New