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KashFlow Ideas

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IRIS KashFlow

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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

Traffic light system for customers and their payment behaviour

Green for customers that regularly pay on time. Amber for occasional late payers. Red for prolific late payers. This would help a lot with identifying customers who we need to chase for payment or move to proforma.
Guest 7 months ago in IRIS KashFlow / Payments 0 New

Add paid date on purchase invoice print

see image
Guest 4 months ago in IRIS KashFlow / Purchases 0 New

Manage payments

We will need to take and make payments through Ebay Direct soon. We can not at the moment convert payments into invoices on the system (as you can with paypal, have been told this by your support team) We will have no choice soon but to change to ...
Guest over 4 years ago in IRIS KashFlow / Payments 7 New

Save & Send Invoices

When I create an invoice I want a one-click button for Save & Send to save time and clicks.
Guest 8 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Date Entering Shortcuts

Can date short cuts be introduced to save time when entering a number of invoices/payments? It can be quite time consuming having to enter the full date every time. Examples being: 4 - enters 4th of the current month 4/3 - enters 4th March of curr...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 5 Acknowledged

Linking Stock Products/Components for Sales Units

It would be great to be able to 'build' a sales unit out of individual stock items. Once a sale is recorded, the stock decreases in the component items, thus making the control of stock much more automated and the monitoring of GP much easier. Thi...
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

Automatically Email Invoice when Paid

Have the ability to set invoices to be emailed automatically to customers when they are marked as paid. Set customer by customer as not all customers require an invoice
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Integrate with Commerce Kickstart (Drupal)

A module to interface to Commerce Kickstart ( http://www.drupalcommerce.org/commerce-kickstart-2 ) using the KashFlow interface functions from: https://github.com/ecobee/kashflow and http://ecobee.coop/developer-collaboration
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Paypal Importer - Link Sales to Stock/Products

When importing sales transactions using Paypal importer it is impossible to tell what stock product to associate this transaction with. eBay item title alone doesn't help identify unique products when importing Paypal transactions. When dealing in...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged