Help us improve

6 Vote

Projects

We use projects extensively to enable compliance with charity reporting rules. It would be useful if:1) Bank and Paypal feed approval screens could offer the facility to add a project number2) Bank import rules allow a project number to be assigne...

Created 10 Jan 09:25am by Nick Robinson

IRIS KashFlow / Uncategorised

1 Acknowledged
6 Vote

Multiple Invoice Templates - Different template for different customers

Possibility of multiple invoice templates to be used at the same time so you can choose which one to use when creating invoices. I mean to choose when you click on New Invoice and not via Settings which would change the template for all future inv...

Created 10 Jan 09:25am by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
6 Vote

The ability to export the quote listing to a CSV file, or the ability to run a 'Job board' within Kashflow

To be able to export the quotes list to a CSV file at any time to create a 'job board' for recording progress or alternatively more reports and options on the quotes screen to do this.

Created 10 Jan 09:24am by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
6 Vote

Alternative VAT periods

Small businesses in Ireland have 2 monthly or 4 monthly Vat periods rather than yearly or quarterly. It would be great if these could be supported directly in the software (versus using customised reports).

Created 10 Jan 09:23am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
6 Vote

Additional Custom Fields on Invoices, Receipts, Etc

Adding additional boxes onto invoices etc so you can have a purchase order number as well as job numbers etc

Created 10 Jan 09:23am by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
6 Vote

Post code search

Post code search with drop down of all addresses linked to that postcode instead of entering each line manually when adding a new customer. Would make it a lot easier

Created 10 Jan 09:22am by Guest

IRIS KashFlow / Uncategorised

3 Acknowledged
6 Vote

Faster Sales Invoices

Enable a button on the invoices so that you can easily create a new sales invoice. A "Save and New" would be handy so that once the sales invoice was created you can hit the button and create a new invoice instead of having to go through the custo...

Created 10 Jan 09:22am by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
6 Vote

Google Calendar

It would be really useful to have a date and time field in ‘quotes’ to automatically link to Google calendar thus avoiding double work entering

Created 10 Jan 09:22am by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
6 Vote

REMINDER LETTER

I would suggest having an option to send Reminder Letters to several invoices from a single client at a time, instead of having to send individually and manually invoice by invoice for each client!

Created 10 Jan 09:22am by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
6 Vote

More quote list features

Please increase the features in the quote listing page (as illustrated)) - th equotes area is a huge step twoards integrating sales with finance and it's one of the most valuable time-savers for sales. It would be so helpful to have: Drop-down fil...

Created 10 Jan 09:22am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged