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Project P&L
To give a true P&L for each project it would be great to be able to associate PAYE or CIS to projects, this would give a better picture of each project profit
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
0
Acknowledged
8
Vote
Simple CRM Functions Built In To Kashflow
- Ability to add a Prospect / Lead to a new 'CRM' section.- Set the customer status to Cold, Warm or Hot and set a potential conversion percentage- Once they are confirmed as ordering or submitting to a project, you can simply press a button to co...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
8
Vote
Get the GoCardless link generated by kashflow, via API, or frontend, so you can send it in personal emails
When setting up gocardless kashflow sends an email to the customer with a GoCardlesss link that they must click on to register. The problem is that often you have the conversation with the client, so they expect an email from the company not kashf...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
9
Vote
Reminders for sales renewals
It would be good to have a tick box added to the sales section so that we could tick a the sales invoice then select a date for a reminder to either be emailed or an alert triggered.
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
8
Vote
Need interim invoices
Very important - Need a function to do interim invoices. I quote customer, then give them a deposit invoice, then an interim invoice, then final invoice.
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
0
Acknowledged
8
Vote
Bill of Materials / Works Order Report / Template
The ability to turn a quote or estimate into a bill of materials / works order. This would take your quote / estimate, then turn it into a BOM / Works Order which will remove the costings, so you could then print this to a) send to wholesalers / s...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
8
Vote
Automatic saving to Dropbox
Saving every invoice to a dropbox account one at a time is very cumbersome, especially when multiple repeat invoices are generated. It would be very useful to allow all invoices to be automatically sent to the linked dropbox account upon creation/...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
0
Acknowledged
9
Vote
Invoices printing for different sized Paper than A4
Currently even if a height and width is defined in the HTML and BODY styles for a PDF template. The PDF outputted is hard fixed to A4 size. I would like to suggest offering "A4", "A5" and "Custom" page size options. We use pre printed business for...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
10
Vote
Pay Online Button Improvements
The pay online functionality is great. However this should be configurable on a per invoice and per customer basis, not just a system-wide setting. This enables us to ask the customer in advance how they would like to pay and make an invoice up ba...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
2
Acknowledged
12
Vote
AlphaNumeric field for invoice number/reference
Can you have this option available in the near future or on your next upgrade? I am requesting that invoice number fields to be alphanumeric. We await your reply. Thanks
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
2
Acknowledged
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