Help us improve

4 Vote

Add project name / reference column to audit trail report

would help to provide a quick way of review all project transactions both individually and in total, and as an csv report allow us to interogate and compare projects. A small addition to the existing report would be much easier than creating furth...

Created 10 Jan 09:25 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
4 Vote

New Sage Migration Tool

We would like to offer the ability to migrate directly from Sage onto KashFlow, without the need to export data into CSV and import manually

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

1 Already exists
4 Vote

Facility to setup and apply discount / offer codes against customer purchases

At the moment, when offering a promotion against a particular service (such as a buy 3, get one free offer that I'm currently running on disc scratch removal), I would like to see a facility where I can enter a voucher or discount code in somewher...

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
4 Vote

In the overview, clicking on 'money owed to you' only lists unpaid items, it does not list overpaid items, so the total does not add up.

No description provided

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
4 Vote

Multiple reminder letters actioned at once

At present I am only able to send reminder letters one at a time. It would be helpful if I could send them by ticking the boxes much like a batch payment. I would also appreciate being able to send invoices directly to accounts depts and quotes to...

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
4 Vote

Add the ability to generate reports for multiple projects

I would like to tick multiple projects and generate a profit and loss for multiple reports at the same time. Then, in an ideal world I would be able to view a total for all the projects and see the individual projects at the same time.

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
4 Vote

Why is it not possible to have seperate options for quotes and estimates on the dashboard ?

On the homepage / dashboard we are only given the option for one setting, either quotes or estimates (what I use). Due to the nature of my work I sometimes need the facility for both.

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
4 Vote

Add the payment option 'bank transaction'

In Kashflow you can specify the payment method when you record a purchase. The choices are, credit card, debit card, cheque and ‘other'. However, you can’t specify ‘bank transfer’. There is only the catch-all category called ‘other’. I was just re...

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

1 Already exists
4 Vote

Extra product information slot in Sales Types

We work with products that has important extensive product information in Kashflow - information that our stock management need in order to process incoming orders from us. It would be very nice to have an addition product info slot for each Sales...

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
4 Vote

Mass change bank transaction

We have added a new bank account and need to mass change already entered bank transactions to this new account - however KF won't let you do this unless you delete them all and add them bank in.

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged