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2 Vote

The ability to include the month name in a line on a recurring sales invoice

For example, using something similar to a DATEDIFF function where you could enter a line in an invoice: "Email Hosting [MONTH]" but also if you are invoicing some items in advance and some in arrears to allow: [MONTH+1] and [MONTH-1]. Obviously th...

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged
2 Vote

Permanent Notification of Saved to Dropbox

When saving quotes and invoices to dropbox could there be an automatically entered entry into the 'Notes' box to say the document has been saved to dropbox because when re-opening a quote or invoice at a later date there is no way to know whether ...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

Page number option to invoice for multi page invoices

It would be helpful to have the option to add page numbers in format 1 of 2 pages for example for multi page invoices.

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

Add a recommended/integrated CRM database system to external services or could Kashflow design one as easy to use as Kashflow itself!!

As a broker we deal not only with our customers but our customers customers so to speak - would be great if we could capture this second layer of data more easily than we currently do with a stand alone CRM data base (Capsule).

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

Posting a bank receipt to a debtors account.

When posting a bank receipt to a debtors account the narrative could read "Customer Payment" and not "Customer Overpayment". Apparently this can only be changed manually by the user as each posting is made and I find that to be a nuisance.Also, ca...

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

highlight multiple transactions

It would be handy if you could highlight multiple transactions using the shift key (or something similar), instead of having to tick the box on each individual line.

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

Add a column "Outstanding Balance " to the columns in the Invoices window.

Is it possible to add a column "Outstanding Balance " to the columns in the Invoices window. I see that that column is available in the Customers window.... It would be very useful!! Please let me know if it can be done! Thanks!

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

New Invoice - initially empty customer field

When creating a new invoice, have the customer field empty rather than the first customer in the list.

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

Fix attachment indication icon not showing

I often upload a receipt to Dropbox straight from my iPhone camera. Knowing the purchase number I just create a new folder on Dropbox and upload the file there. The list of purchases usually indicates that there is an attachment (a paperclip icon ...

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged
2 Vote

Delivery Notes

Please could it be possible to raise a delivery note from a quotation rather than having to convert it to an invoice first.Thank you

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged