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Faster Sales Invoices

Enable a button on the invoices so that you can easily create a new sales invoice. A "Save and New" would be handy so that once the sales invoice was created you can hit the button and create a new invoice instead of having to go through the custo...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Google Calendar

It would be really useful to have a date and time field in ‘quotes’ to automatically link to Google calendar thus avoiding double work entering
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 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 over 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

REMINDER LETTER

I would suggest having an option to send Reminder Letters to several invoices from a single client at a time, instead of having to send individually and manually invoice by invoice for each client!
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

More quote list features

Please increase the features in the quote listing page (as illustrated)) - th equotes area is a huge step twoards integrating sales with finance and it's one of the most valuable time-savers for sales. It would be so helpful to have: Drop-down fil...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

A drop down or tick box to mark purchases as 'Pending Approval' or 'Payment Approved'

We'd like to use less paper. The team works on many off site projects between them and I need project managers to approve purchases for payment under their project headings or I need them to allocate them to projects when this has been forgotten! ...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

The ability to choose to remove archived bank accounts from bank page

I've just changed my business bank accounts, four in total. Though I have archived them, they still appear on the "Bank" page. It would be great is there was a setting that could hide these archived accounts if people wish too. 'Sort of the same w...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Income and expenditure summary reports / pie-chart by project

I would find this feature really useful - the ability to see all your projects reported together with their income and expenditure (and percentage contribution to total). Exactly the same as income/expenditure by sales/purchase codes, but just wit...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Allow customers to feedback by email, stop forcing us to use Canvass

The Canvass system is terrible. It's almost impossible to tell whether or not an idea has already been submitted by someone else, is time consuming, doesn't allow us to easily add screenshots etc. A good support / development / technical team will...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Integrate with Unleashed (unleashedsoftware.com)

We have been looking for a number of weeks for a good order management and stock control system, and have recently come across a tool called Unleashed. This already has integration with Xero and Quickbooks Online (which actually tempted us to move...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged