Help us improve

2 Vote

Update all customer information pages at once before clicking "update details" button

Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to ...

Created 10 Oct 02:58pm by A Liptrot

IRIS KashFlow / Customers

0 New
103 Vote

Zapier Integration

- it would cover many of the integration requests from users, including:Amazon S3, SMTP, twitter, facebook, google drive, zendesk, paypal, mailchimp, basecamp. salesforce, google contacts, highrise, eventbright, zendesk, freshbooks, and many more....

Created 10 Jan 09:13am by Guest

IRIS KashFlow / Uncategorised

27 Already exists
103 Vote

Allow Entering of Cost of Goods on Invoice Lines for Gross Profit Calculation of Products, Invoices & Customers

we would love to be able to add cost of goods to product database so we can easily calculate and report GP on individual products/invoices/customers aware we can add cost of some goods through our purchases but this doesn't reflect our business ne...

Created 10 Jan 09:12am by Guest

IRIS KashFlow / Uncategorised

11 Acknowledged
1 Vote

Specific sales codes to be applied to a specific customer

It would be a great idea, if we were able to select specific sales code to a specific customer, so that when you raise a sales invoice for that customer only specific sales codes would appear in the dropdown menu rather than all the sales codes on...

Created 1 Nov 03:21pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Include outstanding VAT liability on dashboard

The liability for VAT quarters just finished, for which returns are not yet done or paid, appears not to be included on the dashboard - only the amount for the current quarter. This can be a significant sum and should be included.

Created 4 Oct 03:03pm by Christina Spencer

IRIS KashFlow / Dashboard

0 New
2 Vote

Please revisit the new screen design

Attached are 2 screenshots showing an invoice being edited in the original interface and the same invoice in the new design. The original is very usable design with appropriate spacing for numerical values and description In the new style screen -...

Created 4 Oct 01:10pm by Christina Spencer

IRIS KashFlow / Invoicing & Quotes

0 New
88 Vote

Single Payment Receipt for Bulk Payment

I like to send a payment receipt when a client settles an invoice. At present this is fine when a single invoice is settled but when a number of invoices are paid with a single payment there is no facility to send a payment receipt covering all in...

Created 10 Jan 09:13am by Guest

IRIS KashFlow / Uncategorised

7
80 Vote

Global Project Report Profit & Loss

Improve reporting for Project Based Clients - System can currently print P&L for each individual project. However the system CANNOT print a summary Report to include the P&L of all projects on 1 report for specified date ranges.

Created 10 Jan 09:13am by Guest

IRIS KashFlow / Reports

16 Acknowledged
76 Vote

Separate Template for Pro-Forma Invoices

At the moment the only way to send a pro-forma invoice for prepayment is to alter the quote template. This obviously isn't practical as we send both quotes & pro-formas on a daily basis.A separate template for both is needed.

Created 10 Jan 09:14am by Guest

IRIS KashFlow / Uncategorised

4 Acknowledged
75 Vote

Different Send-From Email Addresses for Different Documents

Allow us to setup different email addresses for the various documents Kashflow can send, both from email and BCC email. For example, quotes should be sent from a sales@ address and BCC'd to sales@ and salesmanager@. Invoices should be sent from ac...

Created 10 Jan 09:13am by Guest

IRIS KashFlow / Uncategorised

15 Acknowledged