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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
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
2 Vote

Customise Reports

I would like to view Project reports with a breakdown of Net, VAT & Gross, also that only the part of a purchase invoice is allocated to the project it belongs to. It would also be useful if all bank transactions were picked up by Project in...

Created 29 Jul 13:50 by Michelle Pierce

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

"SUBJECT" on emails

I have found that when you email invoices, quotes, remittances , etc, by email the subject always says "invoices...…." even though your emailing quotes, remittances, etc. You physically have to change it to correspond with what you are sending. So...

Created 23 Jul 06:45 by Caroline Jones

IRIS KashFlow

0 Acknowledged
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

Automated 'thank you for your payment' once accounts reconciled.

Customers have up to date confirmation of payment and we would not have to manually send a remittance advice per individual customer - I am currently having to send 100 individual emails.

Created 18 Jul 06:47 by Guest

IRIS KashFlow / Payments

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
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
1 Vote

User access type - add / edit / delete

Currently, you can only select user roles, which have either no access, or full access to certain areas. It would be very useful if one can also determine the type of access they have. This could be: full view-only edit/add (no delete) It would be...

Created 15 Mar 12:02 by Guest

IRIS KashFlow / Other

0 New