Help us improve

3 Vote

Being able to send multiple emails at once

I would like to be able to write one email and send it to all of my customers in each category. Instead of having to re write it each time.

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Add paging parameter to every Soap Api method

1) By adding paging parameter it will be helpful to fetch the records when there is bulk of records on KashFlow account.

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Code Selection for Customers, Stock/ Products and Suppliers

The ability to select customers and stock/ products, and suppliers based on their codes when preparing invoices, rather than the time-consuming method of searching for each name through the dropdown lists

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Import invoices from csv file should create new invoice on change of customer code and include product code in line item creation

Import invoices from csv file should create new invoice using the next sequential invoice number when there is no invoice number present in the file (as currently happens) and continue creating lines on the same invoice until change of customer co...

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Rolling 3 month Profit and Loss widget on dashboard

...to have a instant, up to date visual diagram of P&L for the month prior, current month and following month.

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Do NOT show discount on delivery notes

Frankly I don't understand why you do show discounts delivery notes, it's not part of the delivery! We often ship goods directly to clients and its not helpful to advertise the discount their supplier received. We currently have to hand modify eve...

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
3 Vote

Better listing of customers in Quote, invoice, but not projects?

We have a number of clients that all work at the same company. At the moment if we want to create a quote or invoice for one of these clients we have to find them in the customer list – rather than just using the drop down menu when creating a quo...

Created 10 Jan 09:24 by Corin

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Fully functional sandboxing

A fully functioning sandboxing environment that is an exact clone of the account it is linked to would be very useful. As a company we have multiple Kashflow accounts for different currencies. This means that for running unit tests we require sepa...

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Remove or merge lines on invoice

I sell products as packages, each package has a vatable element (product) and non-vatable (service). As a result when invoicing I have to split the package into two separate lines. When printing the invoice the customer sees the package split whic...

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Give Handlebars (or similar) support for email templates

The current merge tags are fine, but very limited and restrictive. Handlebars (http://handlebarsjs.com/) will allow data to be passed to emails when they are sent and allow total control over data and display - including all data for clients, invo...

Created 10 Jan 09:24 by Mark Allen

IRIS KashFlow / Uncategorised

0 Acknowledged