Help us improve

8 Vote

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 09:19am 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 09:19am 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 09:19am by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
8 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 09:19am 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 09:19am 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 09:19am 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 09:19am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
7 Vote

Searching for Batch Payments

If you search for a batch payment it will not find this. Very annoying as if you are trying to audit an account and find this payment it is very difficult without having the ability to search for it. E.G if you pay 10 invoices totaling £150.02 and...

Created 10 Jan 09:25am by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
7 Vote

Capacity to archive older Quotes, Invoices and Purchases

I would like the option to Archive older quotes, invoices and purchases so that they do not still show when I need to search for a particular entry. At the moment I have to scroll through years of entries to search for an item not listed in the cu...

Created 10 Jan 09:24am by Guest

IRIS KashFlow / Uncategorised

3 Acknowledged
7 Vote

Customise Statements

Would be great to be able to change/customise the columns on emailed customer statements.Currently the default columns of Date | # | Purchase Order | Due | Invoice Issued | Payment Received Are pretty useless if, like mine, your customers don't us...

Created 10 Jan 09:24am by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged