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My Ideas: IRIS KashFlow

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Quote category on customer screen

It would be useful to have access to the quote category menu on the customer invoices, statements screen to give further information for the quotes at a glance. This will allow users to see from this screen which quotes were won or lost.
Guest about 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Remove product column from sales invoices

Clients have said this is a nuisance when they don't have products.
Kerrie Moore about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

a little bit off dumb and dumber one sorry. Would it be at all possible to move the delete tab to the left of the page. Whats happened whilst going to print item pressed on delete and then carried on with delete instructions and totally messed up by deleting invoices. Always happens when in a rush and getting distracted. Just an idea

moving delete tab away from print tab
Guest about 7 years ago in IRIS KashFlow / Dashboard 0 Will not implement

use ISO 8601 date format yyyy-mm-dd

Have an option to use ISO 8601 date format such as: yyyy-mm-dd Have this available for quote/invoice file naming to allow for correct natural sorting
David Evans over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Ability to text messages to customers and supplier mobile telephones either individually or groups

Would be useful to confirm appointments, thanks for custom, seasonal messages, news broadcasts or anything you want to inform customers or suppliers about.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Text formatting

So you can type parts of comments or line information in bold, italic, underlined and strike through, or colour to the text. As a tradesman I have to put a lot of detail in the comments box but only one price on the quote/invoice. Would make it a ...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

The ability to e mail all customers at once of a change or new product

If we change say our bank account details or we have a new product in our goods list I think it would be helpful if we could do an e mail and BCC all our customers so they are all aware of the update. Please can this be adopted.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Have ability to file quotes so they disappear from list regardless of status

My quotes list gets longer and longer. Even closed quotes still appear in the list. Plus some quotes have a very long lead time and they don't need to be in the list. I would like them to remain associated in the customer record, of course. So, pe...
Katrina Boydon over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Be able to view and print a deleted invoice or restore the invoice

Accidents happen and something needs to change to be able to rectify the error
Emma Ransom over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Including more information on Invoices

I sell plastic book covers for school text books. Purchases are made according to the grade of the student. Grade 1, Grade 2 etc. I would like to enter the information on the invoice to include the Grade, so that, if I need to get a summary of all...
Guest over 7 years ago in IRIS KashFlow 1 Will not implement