Help us improve

2 Vote

PDF Themes

Enable longer than A4 length pdf theme (or two A4 pages) to accommodate longer items descriptions in Invoices & POs.

Created 23 May 19:00 by Guest

IRIS KashFlow / Purchases

1 Already exists
2 Vote

In the Transactions page in customer section, add the option to view 'lifetime' activity

Can you add the option in the customer transaction activity section to have a 'Lifetime' option in the drop down menu when your selecting the time period to view as it's time wasting to have to add the start and finish dates when I just want to se...

Created 23 May 12:33 by Guest

IRIS KashFlow / Customers

0
2 Vote

Associate an Invoice with a Contact

Great - we can now have multiple Contacts for a Customer Now can we associate an Invoice (and Quote) with a particular Customer Contact - this would mean the Invoice is marked in some way as being associated with that Contact, emails to the Cust...

Created 23 May 09:10 by Charles Hewitt

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Trade Shift Integration

Please bring back the Tradeshift integration https://tradeshift.com

Created 22 May 08:01 by Charles Hewitt

IRIS KashFlow / Partner Apps

1 Acknowledged
2 Vote

Add a check box next to email address for customers who have opted in to receive marketing emails

I diligently add all email addresses to my customer records. Obviously essential for communicating about invoices due etcc. Occasionally, I want to send offers to my list. I ask my customers in advance if they're happy to receive but have no way t...

Created 20 May 18:47 by Katrina Boydon

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

PDF themes, you do not allow more than one logo this should be improved so companies can add footers so they can incorporate accreditation's

Companies clients/customers

Created 09 Aug 07:16 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Allow Customer List (and Supplier List) to be Sorted by Date Added

I sometimes add several customers in one day and then go back the follow day to create a quote. I can't always remember the names and it is frustrating trying to find them again. Could be solved easily by having a Date Added column and allowing so...

Created 18 May 12:43 by Katrina Boydon

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

To include delivery address on invoices.

Please include an option to include the delivery address on invoices, which can be disabled if and when required.

Created 18 May 12:03 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Already exists
2 Vote

To change the 'Last year' and 'Last month' search parameters

When looking at customer and supplier accounts, I notice that selecting 'Last year' or 'Last month'., the page shows literally the previous year, ie. only invoices for calendar year 2017, or calendar month April. I think it would be far more logic...

Created 18 May 12:00 by Guest

IRIS KashFlow / Invoicing & Quotes

0
2 Vote

Just thought it was something which could be improved on. We are in farming and when we sell cattle they are all different prices so unless I enter each one individually (which would be too time consuming to even contemplate) I can only enter a quantity of 1 and just have to put the number sold in the description column. If, as is usual, the amount doesn't divide exactly and I have put the amount in the total column and a figure in the numbers column, it divides it up as best it can for the individual amount (rate) and then puts the remainder in the VAT column (even when VAT is 0%) and alters the total. I can't put a total amount on its own without the system putting an amount in the "rate" column.

I would presumably be able to ascertain the total number of livestock sold more easily.

Created 16 May 14:04 by Brenda Southwell

IRIS KashFlow / Uncategorised

0 Will not implement