Help us improve

8 Vote

Simple CRM Functions Built In To Kashflow

- Ability to add a Prospect / Lead to a new 'CRM' section.- Set the customer status to Cold, Warm or Hot and set a potential conversion percentage- Once they are confirmed as ordering or submitting to a project, you can simply press a button to co...

Created 10 Jan 09:19am by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
8 Vote

Get the GoCardless link generated by kashflow, via API, or frontend, so you can send it in personal emails

When setting up gocardless kashflow sends an email to the customer with a GoCardlesss link that they must click on to register. The problem is that often you have the conversation with the client, so they expect an email from the company not kashf...

Created 10 Jan 09:19am by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
8 Vote

Reminders for sales renewals

It would be good to have a tick box added to the sales section so that we could tick a the sales invoice then select a date for a reminder to either be emailed or an alert triggered.

Created 10 Jan 09:19am by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
8 Vote

Need interim invoices

Very important - Need a function to do interim invoices. I quote customer, then give them a deposit invoice, then an interim invoice, then final invoice.

Created 10 Jan 09:19am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
8 Vote

Bill of Materials / Works Order Report / Template

The ability to turn a quote or estimate into a bill of materials / works order. This would take your quote / estimate, then turn it into a BOM / Works Order which will remove the costings, so you could then print this to a) send to wholesalers / s...

Created 10 Jan 09:19am by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
8 Vote

Automatic saving to Dropbox

Saving every invoice to a dropbox account one at a time is very cumbersome, especially when multiple repeat invoices are generated. It would be very useful to allow all invoices to be automatically sent to the linked dropbox account upon creation/...

Created 10 Jan 09:19am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
7 Vote

Since Brexit invoices do not support the EORI numbers so items cannot be shipped to the EU

Under the new Brexit rules invoices require the customer and suppler EORI number to be able to ship items to the EU which Kashflow does not support. Kuehne & Nagel, DB Schenker, Davies Turner, UPS, FEDEX, DHL etc etc All these freight companie...

Created 18 Jan 10:05am by Matthew Bott

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
7 Vote

Month by month Profit & Loss report (Separate columns)

We should be able to see how the business is doing on a monthly basis. At the moment, it is only possible to see P&L loss one month at a time or several months accumulated together. Would be good to see each month next to each other in separat...

Created 20 Nov 12:25pm by Guest

IRIS KashFlow / Reports

0 Acknowledged
7 Vote

Design invoice templates

It would be useful, as with Sage and Quickbooks, to be able to manipulate the invoice template with our own designs so we can add or delete fields as required

Created 1 Jun 09:17am by Guest

IRIS KashFlow / Invoicing & Quotes

2 Acknowledged
7 Vote

Archiving facility of data over 7 years old

As far as I can tell we are not supposed to keep data for longer than is necessary to comply with GDPR but Kashflow does not offer any way to switch on archiving of data over 7 years old. Removing this old data would also improve performance and w...

Created 26 May 02:34pm by Guest

IRIS KashFlow / Customers

0 Acknowledged