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1 Vote

Quotes - Total added at bottom isn't helpful if it includes everything.

Can the total of quotes at the bottom of the quotes overview page be for quotes won, rather than all quotes whether won, lost or still in negotiation? I don't think it's useful if it's displaying a total on items marked Lost ...

Created 28 Feb 15:39 by Brian Carbin

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Multi User Personal Email address and signature

I have a 'Manager' user account, but when wish to send a mail from within kashflow it forces me to use the email and signature of our admin, this means any mails I send spoof as him and therefore all the replies go to the incorrect person. I would...

Created 27 Feb 09:38 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
1 Vote

Option to Store Customer Card Details

It would be really helpful to give the customer the option to store their card details and also us the option to enter card details through the dashboard and store them to the clients account for future payments.

Created 23 Feb 10:36 by Guest

IRIS KashFlow / Payments

0 Acknowledged
1 Vote

Customers Searchable in Alphabetically Letters

This was on the previous version.

Created 22 Feb 15:32 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Report showing source conversion over time

1. Choose time period (e.g. 2017) 2. See number of enquiries by source for that period 3. See number of paying customers by source for that period Fro example, I may have received 50 enquiries from Source A in 2017, of which 5 converted into payin...

Created 22 Feb 10:25 by Katrina Boydon

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Option to hide the 'Next/Previous' invoice/purchase arrows at the bottom

The new 'next/previous' purchase/invoice arrows at the bottom of the screen take up too much screen space. Not everyone uses large screen resolutions, particularly those on the go who use ultrabooks for example. I am sure the arrows may have use f...

Created 22 Feb 10:20 by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

Previous bank reconciliations should be listed in descending not ascending date order

No thought has been given to the listing of previous bank reconciliations. Right now it is listed in ascending date order which means that the first reconciliation on my account (from 2014) is shown at the top. This makes no sense as it obviously ...

Created 22 Feb 00:06 by Martin Baker

IRIS KashFlow / Bank

1 Acknowledged
1 Vote

VAT Threshold Monitoring and entering Input VAT when not VAT registered

I can see from other Canvass ideas that Kashflow monitors your turnover and gives a warning when you exceed the VAT registration threshold (although I could not see that the help files mention this or how it works). I have two concerns over this: ...

Created 15 Feb 08:44 by Rich Mellor

IRIS KashFlow / Purchases

1 Acknowledged
1 Vote

Credit term syncing on invoices

One of my clients has suggested that he would benefit from the credit terms he sets on the invoices to show at the bottom of the invoice along with details of those terms on a customer/per invoice basis. We have had a conflict on some recent invoi...

Created 14 Feb 09:50 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Purchases allocated to projects to be itemised individually/ separately within the Project Reports page and not grouped as a total based on the overall purchase which often includes amounts associated with different projects.

I often purchase a number of items from the same company at the same time for different projects. These are listed on the suppliers invoice to me and when I add these to Kashflow as a single but itemised purchase I allocate each item to the releva...

Created 12 Feb 16:05 by Guest

IRIS KashFlow / Projects

0 Acknowledged