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1 Vote

be able to add pdf to quotes or invoices

i want tot be able to add pdf to a quote which has a lot of information but no facility to do this

Created 16 Jun 12:45 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

You should be able to set a a default choice for how lists are ordered in Quotes and Sales.

For myself it would be great to open sales, for example, and have the list be in date order rather than invoice number order. My invoice numbers start with client specific numbers and end with a chronological identifier, This means that I currentl...

Created 22 Jul 19:19 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
3 Vote

When I open a purchase receipt, I cannot see the purchase codes unless I am editing it. I would like to see the purchase codes without having to do this.

No description provided

Created 20 Jul 22:25 by Guest

IRIS KashFlow / Purchases

1 Acknowledged
3 Vote

Profit and loss and balance sheet reports to show last years figures also

No description provided

Created 17 Jul 12:43 by Emma Ransom

IRIS KashFlow / Reports

0 Acknowledged
3 Vote

You support for items sent from kashflow by email could be greatly improved.

It is not possible to view invoices or statements sent from kashflow as emails. Other than knowing that something has been sent you cannot check it afterwards. The should be a separate table showing all emails sent which allows you to view /open t...

Created 16 Jul 13:27 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
3 Vote

Allocation of Receipts to Bulk Sales Invoices

Two issues here:- i) Why can't ALL outstanding invoices for a particular customer be shown immediately to attach receipt against - it's ridiculous having to repeatedly click the "show more" button, especially when there are so many outstanding inv...

Created 13 Jul 10:17 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Allow accounts in the Chart of Accounts to be divided into Sub-Accounts

Referring to the Chart of Accounts, within each account a sub-accounts can be made. Currently, however, these sub-accounts are not made available to post transactions to. So for example, in Settings/Chart of Accounts you select an entry, say (4280...

Created 27 Dec 11:18 by Guest

IRIS KashFlow

0 New
3 Vote

Customer 'Average Time to Pay' report

It would be useful to have a report that can list the Average time to Pay details for all customers together. This would enable businesses to see clearly in one place who their most prompt-paying clients are.

Created 05 Jul 10:25 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Option to exclude archived accounts in the dashboard

When an account has been reconciled with zero balance and the account closed, I can archive it in Kashflow. I really don't need to see those accounts and zero balances in the dashboard.

Created 10 Jun 15:08 by Lindsay Smith

IRIS KashFlow / Dashboard

0 New
3 Vote

Add Customer Payment to App

It would be nice to be able to add Customer Payments to the app.

Created 02 Jul 14:17 by Guest

IRIS KashFlow / Mobile Apps

1 Acknowledged