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5 Vote

Quote to estimate

Have the option of renaming a quote to an estimate on individual quotes rather than changing it in the settings

Created 10 Jan 09:22 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
5 Vote

Terminolgy

I am sure I am not alone in finding the terminology in Kashflow frustrating. Why do you call receipts "payments" and can't you call sales "sales" and not "invoice", a term which could mean either purchase or sales documents

Created 10 Jan 09:22 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
5 Vote

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...

Created 10 Jan 09:22 by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged
5 Vote

select email template when sending bulk email

At the minute if i want to send a bulk amount of emails i can only use the default email template, it would be good to be able to send a bulk email and be able to select any of the email templates created

Created 10 Jan 09:21 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
5 Vote

The ability to split payments and receipts between mutliple customers / suppliers when not using bank feeds

When manually bringing in bank statements (i.e. not using bank feed) there is no ability to split receipts or payments between more than one customer / supplier. This means that without using bank feeds the software is not geared for any customer ...

Created 10 Jan 09:21 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
5 Vote

Ability to match bank transactions imported via CSV

Since our bank account does not work with Bank Feeds, we are restricted to importing bank statements via CSV. This means that we cannot match bank transactions to manually entered payments. Instead we have to delete either the imported item or the...

Created 10 Jan 09:21 by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged
5 Vote

A way to acknowledge bank charges on international payments.

When we receive international payments (paid in GBP), our bank deduct their fees from the transaction amount. This means the transaction we import does not match the original invoice amount on Kashflow which is causing issues with assigning paymen...

Created 10 Jan 09:21 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
5 Vote

printing invoices in batches

Printing invoices from the invoices tab by selecting them by ticking the tick box and click on print. Would be much easier than going into each individual invoice and clicking on print

Created 10 Jan 09:21 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
5 Vote

It would be great to see KashFlow integrate with Campayn

Campayn is an email marketing service similar to MailChimp. Anyone who uses email newsletters, sign up forms, contact manager etc should consider Campayn.

Created 10 Jan 09:21 by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged
5 Vote

Delivery Date, Name and Time to Delivery Notes

It would be beneficial to add a delivery date and time to the delivery notes along with an acceptance section at the bottom detailing recipient signature date and time.

Created 10 Jan 09:21 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged