Help us improve

3 Vote

Ability to Import "Blocks" of Line Items or Other Quotes to Populate a New Quote

In my line of work the line items are used to build large plumbing systems. Typically every system is customised but is based on one of several base or generic systems that is tweaked slightly. It would be very helpful if I could build a new quote...

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Supplier Activity or Purchase History Report

It would be very helpful if a report could be run per supplier to see your activity with them over a selected time frame. One identical to your 'Customer Purchase History' report would be ideal.

Created 10 Jan 09:23 by Guest

IRIS KashFlow

2 Already exists
1 Vote

Turnover Reports for period shown by month

Would like Income by Customer (and expenditure by Supplier) report to be able to show values by month ie. if you select a period of 1/4/21 - 31/3/22 that it would show as below:- Customer Name Apr21 May21 Jun21 Jul21 Aug21 Sep21 Oct21 Nov21 Dec21 ...

Created 25 Mar 08:32 by Guest

IRIS KashFlow / Customers

0 New
2 Vote

Improve the 0% and n/a VAT Report

Some suggestions to improve the vat exempt & zero rated report: Add the country of the customer, not just their name (and possibly highlight EU countries?) Where the customer has a VAT number - even if I charged them VAT, I see a line in this...

Created 10 Aug 11:01 by Rich Mellor

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

add a feature to completely remove transactions

I manually import bank statements onto kashflow and sometimes I am unsure what to match the transaction with so I move it to ignored feeds just temporarily. When I was getting used to the software Uploaded statements without matching them and jus...

Created 09 Aug 13:32 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Credits should show discount

If a credit is applied to an account, then saved for use later against a debit entry, any applicable discount is not shown which means one has to remove the credit which brings back the discount and then re-enter the credit which is a pretty poor ...

Created 19 Mar 07:46 by Jon Izbel

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

To add search function by sales type.

sometimes I want to show the accumulative sum of invoices issued by sales type. For instance we have 3 main types of sales - one is 3Duk, the other is 3dUS and architecture. If I want to know what the total productivity is for Architecture project...

Created 18 Mar 23:07 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Add an app which will send text messages to the customers

All our customer details are on kashflow but sometimes do not pick up their emails but everyone reads texts

Created 01 Aug 19:51 by Guest

IRIS KashFlow

0 Acknowledged
1 Vote

Kashflow Go app - ability to add purchase invoice, not just quick expense

Kashflow Go app - ability to add purchase invoice, not just quick expense, so you can add the purchase invoice number as well then.

Created 16 Mar 09:48 by Heulwen Thomas

IRIS KashFlow / Mobile Apps

0 New
2 Vote

Allow a batch payment to attach to more than 100 purchases.

A batch payment only allows you to attach 100 purchases. this is not enough and so then you have to leave the balance uncleared and manually enter each one. really not ideal. how long would this take to resolve?

Created 30 Jul 11:56 by Guest

IRIS KashFlow / Bank

0 Acknowledged