Help us improve

1 Vote

Email log for invoices/purchase orders

Just as you would be able to see your sent items in Outlook, Gmail etc, it would be really good to be able to see the date/time/destination details for every invoice/purchase order sent out. Often I have to send invoices out on multiple occasions,...

Created 26 Jul 22:03 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Already exists
1 Vote

Total Amount on Printed Reports

When you go to the Suppliers or Customers screen and view a transaction history, you have an option to print the view. It would be beneficial I feel to allow the addition to a total value field to be added to the end of the selected period your pr...

Created 22 Jul 14:36 by Ben

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

CREDIT NOTES

The process of applying a credit note is backwards! You should re code the system to say credit note applied not applying credit applying credit is suggestive not as final as credit note applied - some companies will reject this

Created 27 Jun 09:15 by Guest

IRIS KashFlow / Invoicing & Quotes / Purchases

0 Acknowledged
1 Vote

Editable quote from customer page

You've recently updated the customer details area. In the 'Files' section at the bottom, you can Preview, Download or Delete invoices or quotes, but you can't click on them to edit. Instead, you have to navigate back to the Invoices or Quotes sect...

Created 20 Jun 20:14 by Guest

IRIS KashFlow / Invoicing & Quotes

0
1 Vote

Auto save when creating invoices and quotes.

At the moment when creating large multi lined estimates/quotes the system can timeout before the user has pressed save so then all work is lost! I appreciate that we should learn to save regularly but when creating these estimates they can take a...

Created 01 Jun 14:36 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Searchable invoice addresses where amended

When an invoice address is changed for one specific invoice (eg. t/as and c/o addresses), can these please be included in the general search results, as currently any amendments do not appear in searches.

Created 18 May 12:05 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Send Invoices, Quotes, etc... via MS Outlook

Click a button in Kashflow to spawn a new email in Microsoft Outlook (with the PDF of quote / invoice, etc... already attached). Many fields can be automatically populated (send to email address, Dear CUSTNAME, etc... Other invoicing tools have do...

Created 15 May 18:44 by Ian Davis

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
1 Vote

Add 'Delete' option to the actions drop down in customer transactions

Currently if you want to delete an invoice you have to open it up and click on the delete button - would be much quicker and easier if 'delete' could be made an action on the main transactions page.

Created 15 May 18:00 by Rob Smith

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Bring Back Option to Navigate Invoices Within Client Records, Opposed to Just Prev. and Next

Please bring back the option to use the arrows to navigate the previous/next invoices in the customer record, rather than looking at the prev/next invoice in the numbered sequence. This was invaluable when having to quickly scan previous invoices...

Created 04 May 13:01 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Ability to assign pdf themes to separate email templates

We have made some changes to the .pdf theme we'll use for sending invoices and quotes, such as presenting payment information more clearly, terms etc. However payment receipts emailed to customers also include the custom html, some of which is not...

Created 02 May 16:01 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged