Help us improve

2 Vote

Send bulk emails to customers from within Kashflow

We are finding it time consuming having to click on individual customers to send a group notification eg a price increase etc. Being able to select all or a large selection of customers at once, then send one email to them would save us so much ti...

Created 18 Nov 13:35 by lisa bartup

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

multi companies feature

hey. It would be great if you could add a multi companies feature that allow user that have more than one company to switch between them. Cheers. Ants.

Created 21 Nov 13:54 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Expand the ability of Projects so we can add Individual budgets/targets by nominal codes

Please can you add the facility to enter budgets by the projects nominal codes, an overall figure doesn't give us the detail we need to see if we are under or overspending on a nominal code. For Example budget for roof materials and labour, separa...

Created 16 Nov 12:48 by Guest

IRIS KashFlow / Projects

0 Acknowledged
2 Vote

Reports

Being able to download reports from the system when moving to another software package (because Kashflow is no longer adequate) Our client has been unable to download transactions assigned to a project. Instead, our client has to pay £15+VAT ...

Created 14 Nov 13:58 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

Internal email communications with clients

I think it would be good if you could email clients directly within the software to avoid going to third party applications. Almost like having the ability to have a conversation within the platform

Created 14 Nov 13:40 by Guest

IRIS KashFlow Connect / Clients

0
2 Vote

Automatic overdue invoice emails

I would like a feature so overdue invoices are sent out automatically after 30 days or whatever timescale I set. And then to automatically send it the final demands etc.

Created 14 Nov 09:23 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Already exists
2 Vote

Warning if more than one person accessing the account

Would it be possible to have some sort of warning if another user is logged onto Kashflow? For example, if a client making changes whilst the accountant is logged in?

Created 08 Nov 16:50 by Guest

IRIS KashFlow Connect

0 Acknowledged
2 Vote

Bank Import - Match against Partially Paid Invoices

I had a problem when I made one payment from my bank account against two invoices - one invoice was already partially paid. Whe match routine ONLY shows the total amount of each invoice you can assign the payments to - so you need to know how much...

Created 07 Nov 14:22 by Rich Mellor

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

export customer details as vcards

On kashflow you used to be able to export customers details as vcards and i have been informed via support that this feature has been removed as it was not very popular. I would like it to be reinstated as it is very useful feature.

Created 06 Nov 16:59 by Daniel Plummer

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Allow users to create their own Quote Category

I need a quote category 'Ready for Invoicing' as we have just got Draft, Sent, Neg/Review, Closed - Lost/Won - which misses this stage out Can I add my own quote category?

Created 15 Nov 17:10 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New