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2 Vote

Statement adds all outstanding Invoices automatically

When you send a statement, people sometimes respond saying that they have not received the invoice.

Created 09 Dec 18:20 by Ayshea Hay

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Drag & Drop documents to invoice & receipts.

It would be amazing if you could drag & drop multiple documents into each invoice/purchase.. rather than having to click the browse, navigate to the folder and upload one at a time...

Created 06 Dec 15:04 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Read and Accept - where clause permissions for non-super users

Hello It would be really useful if non-super users could create group read and accepts with where clauses. Currently we can give them permission to get as far as sending a read and accept to the whole company, but they can't set a where clause to ...

Created 28 Nov 10:45 by Rebecca Warhurst

KashFlow HR

0
1 Vote

When using a mobile, better functionality in creating invoices

At present it is not possible to add Advance Payments to a newly created invoice when working on a mobile device.

Created 28 Nov 21:52 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Set up repeating journals

I get quite a few prepayment invoices - to spread over 12 months. Rates for a start. A missing feature in Kashflow is to be able to set up a repeating journal to transfer the prepayment on a monthly basis. To have to do it manually every month is ...

Created 26 Nov 17:51 by Guest

IRIS KashFlow / Purchases

1 New
1 Vote

Archive function for purchases & invoices

I have no need to see years of invoice data in purchases or invoices. I only need the current financial year (or the option to choose). I would like to be able to choose the date range of the information shown in these areas of Kashflow or be able...

Created 26 Nov 15:22 by Guest

IRIS KashFlow / Purchases

0 New
2 Vote

Phased balance sheet like p&l phased

No description provided

Created 23 Nov 23:05 by Guest

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

Quote Reporting - to mirror "Unpaid Invoice" Report

The unpaid invoice report is very useful for credit control as it displays all notes made against the invoice in date order. The same information for quotes would be very useful in following up. To be able to see when the notes for all quotes se...

Created 22 Nov 12:11 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

User Accounts - Better Control / Administration

Currently we have options to assign a few basic tasks on Kashflow, a Super Admin, Standard, Basic, Sales, Purchasing. However in businesses some staff are dedicated to particular customers, where other staff shouldn't have the ability to see, edit...

Created 24 Nov 17:24 by Ben

IRIS KashFlow / Other

0 New
1 Vote

Email Notifications - New Invoices

I am receiving a lot of SPAM! from Kashflow in the form of unwanted emails relating to the automatically generated invoices. I have an invoice that is created every day for our tills information to be entered. This side functions fine, however, ev...

Created 24 Nov 17:06 by Ben

IRIS KashFlow / Other

0 New