Help us improve

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
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
1 Vote

Quote templates - quote templates for different services so i dont have to write them out everytime or find one to copy

No description provided

Created 15 Nov 16:20 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
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
1 Vote

Online Payment Links on Invoice. When creating an invoice for a customer I'd like a button to toggle on/off the online payment link attached to the invoice. This is because I sell some high priced items that I don't want paid for through an online card payment system as the fees are astronomical. But on lower priced items I don't mind. Currently I have to go through multiple steps to disable the online payment option, to then create and send the invoice, before having to go through all the steps to re enable it. .

No description provided

Created 12 Nov 17:19 by Andy Harrold

IRIS KashFlow / Invoicing & Quotes

0 New
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