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customers being able to place an order via kashflow

I would like my customers to be able to place an order via a special link to kashflow. Customers would log in with their customer code, a list of the products that i sell with their unique prices for that customer would a ppear and they would clic...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 8 Will not implement

28 VOTE

Unified Customer & Supplier Accounts

Sometimes I have clients who are also suppliers. Would it be possible to have a tick box in their details to be Customers as well as Suppliers to save putting the info in twice?

Guest over 8 years ago in IRIS KashFlow / Uncategorised 2 Will not implement

20 VOTE

Mass Update via CSV

First off which you can currently do - download all customer information in to csv. The new process I am then suggesting is that: When you need to update en mass, you can change within the CSV file all the details including customer setting like s...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

9 VOTE

Order Acknowledgements

When an order is received, there is no way to produce an Order Acknowledgement. Most of our customers expect this so currently we must create a copy in Excel.

Guest over 8 years ago in IRIS KashFlow / Uncategorised 4 Will not implement

9 VOTE

Bank Accounts on Dashboard - Order of sequence to be available

I know the heading may not be that clear. I have set up all the bank accounts and another has been added and I want to be able to view the current account first and the credit cards at the end. At the moment there is no way that you can choose to ...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Will not implement

8 VOTE

Change Email Templates

When I press enter on an email template, KashFlow creates a new paragraph rather than inserting a break. Also, KashFlow removes tags outside of paragraphs. Can you please alter this? Thanks!

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

7 VOTE

Dropbox integration doesn't work for multiple Kashflow accounts

If you buy a Kashflow account for more than one business, Dropbox integration doesn't work. The only workaround is to have two Dropbox accounts, which is inconvenient and not supported by Dropbox unless you sign up for a Business Account. Kashflow...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 7 Will not implement

6 VOTE

Link Purchases with Invoices for nice & clean breakdown

Link Purchase order (cost) against invoice (sale) for a clean breakdown per invoice. I was thinking about nice way of displaying your cost vs sales as per invoice basis directly from invoices page inside Kashflow. So by linking invoice with specif...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

6 VOTE

Calculating profit on a quote

When creating a quote the system knows the wholesale price and sale price, why can it not tell me how much profit the quote will generate?

Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Will not implement

4 VOTE

Create a section on Canvass specifically for bug reports - with higher priority than 'ideas'

We all know bugs exist, but posting them as 'an idea' on canvass, then waiting a month for them to even get looked at is appalling customer service. If I report them through the Help system, I get passed through various people each wanting access ...

Rich Mellor over 7 years ago in IRIS KashFlow / Uncategorised 1 Will not implement

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