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Sales History report

One history report to list all sales codes between dates - very quick to see what has been invoiced. And why does the pull down screen sow all codes in teh system and not just the sales codes
Andrew Mills almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Allow 3D Secure payment gateways

Currently Kashflow does not allow payment integrations to use 3D secure. This is standard practice now and we are missing out without this service.
Guest almost 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

Make the column width adjustable in 'standard view'

I have created a test invoice and taken a screenshot to show you what I mean. The Customer column is too wide and the Purchase Order column is too narrow for my requirements. On spreadsheets like Excel you can click and drag to adjust the column w...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

PDF Themes - being able to change multiple clients default themes at one time

I'm in a position where I'm going through a rebrand, and at one time I had selected slightly different PDF themes for some clients or suppliers, but I'm bringing them all together now under a global theme for the company. It would be really good t...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Split Aged Debtor Report by Manager / Sales Rep

It would be useful to be able to assign customers by manager / sales rep, therefore allowing aged debtor reports to be produced for each customer sales rep or customer manager as a separate report to the full aged debtor report
Gareth Cook almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Amend Statement Layout

It would be nice to be able to personalise Statements more for example: Add bacs details Have an overdue note next to any outstanding invoices At the bottom have a due: current, 30+ days, 60+ days so the customer can see a break down of the total ...
Guest almost 4 years ago in KashFlow Payroll 1 Acknowledged

Bank feeds should update faster

Hi Kashflow! I noticed that the bank feeds are never up to date and it always takes about 1 week for new transactions to show up, which means when someone pays me, I have to wait 1 week to be able to see the transaction and match it in Kashflow wh...
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Add a sales order number function

it would help to be able to keep track of sales an purchases for a particular order as not always do customers provide a po number
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Is it possible for Bank view to be changed so that we can see the name of our customer/supplier against the transaction code.

No description provided
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Kashflow SMS API

I think it would be useful to be able to send SMS reminders from within Kashflow either to confirm an Invoice has been received or payment due. It could be useful to engage lapsed customers as well. My thinking is that most people keep their phone...
Guest almost 8 years ago in IRIS KashFlow / Other 1 Acknowledged