Help us improve

2 Vote

auto post code recognition

POSTCODE RECOGNITION, is highly important to most users of card payment over the phone, this would naturally give an autofill facility overcoming a huge amount of time and sometimes frustration with Customers, particularly if not fluent English sp...

Created 06 Aug 11:44 by Guest

IRIS KashFlow / Other

1
2 Vote

Flexibility to move logo on pdf templates

The option to range a logo left, centre or range right on a pdf template only exists on the classic theme. It should be available on any new theme so users can customise their invoices etc. After all, that's the customer-facing document.

Created 02 Aug 08:23 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Adding products to a quote / invoice by searching the product code not the description.

As we give codes to customers, they use these when ordering. It would be easier to enter onto an invoice if you could just start typing the code. It would be much quicker. Also why is it each product code will only display up to 10 consecutive pro...

Created 23 Jul 11:33 by Rachel Nowak

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

To reverse the view of reconciliations

When we reconcile - after clicking on 'Reconcile' the page displays all the previous reconciliations. The oldest ones being displayed on the top page. I think it would be much more useful to have the latest on Page 1. Could the order be reversed?

Created 20 Jul 13:02 by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Additional Users - Project Only

We have administration staff who need to set up projects, but not have access to the other information on Kashflow. Please could you make this possible.

Created 19 Jul 12:13 by Guest

IRIS KashFlow / Projects

0 Acknowledged
2 Vote

Can you put the date of when the invoice was paid on the invoice?

When you print the invoice off, it has a big red PAID but no date so i keep having to log back into the system to manually write the dates they were paid down.

Created 17 Jul 10:14 by Guest

IRIS KashFlow / Invoicing & Quotes

2
2 Vote

CIS Split

It would be very helpful (for customers in particular) to have a summary at the bottom of an invoice of the total labour costs and total material costs within that invoice. Although Kashflow does calculate the CIS, when an invoice is considerably ...

Created 16 Jul 12:46 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

Lock out banks

We use multiple banks in Kashflow and need to hide some of them from some of the staff.

Created 16 Jul 10:36 by Gary BATTEN

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Invoices and Bills should have a last modified date

Invoices queried via your API do not yet all return a last modified date, which makes it hard to track changes to invoices. Having a field like a last modified date against all items that often get modified would be very useful.

Created 06 Sep 09:59 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Multiple Budgets On Projects

We have a projects that use 3 or more pots of budget for billing and expenses. Please could there be a solution to integrate split budgets in to the projects. This would help immensely as currently we use several spreadsheets to do this job.

Created 13 Jul 12:37 by Jonny Shire

IRIS KashFlow / Projects

0 Acknowledged