Help us improve

2 Vote

Monthly Summary on Customer Statements

It would be really useful for the system to breakdown amounts owed by month and show overdue amounts on customer statements.

Created 20 Sep 11:58 by A Heald

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Display Billing Country of Invoice

I want a report that shows the country for each invoice or sales, like int he activity report

Created 18 Oct 09:35 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Favourite reports per user or per account

Store favourite reports for each user rather than per company so that each user can have their own set of favourite reports.

Created 17 Sep 14:58 by Julie Shepherd

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

To add a clock button to accept a quote

when a quote is sent it would be good to accept a click button for the customer to accept the quote

Created 15 Oct 16:24 by Anonymous

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Choose if a field is mandatory in customer profile

I would like to make email addresses mandatory in customer profile so staff can’t add a customer without an email adreess.

Created 15 Oct 16:21 by Anonymous

IRIS KashFlow / Customers

0 New
1 Vote

Add checkboxes to invoices

it was be useful to customise some check boxes at the bottom of an invoice. Ur - order in progress, order collected etc

Created 15 Oct 16:19 by Anonymous

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Add telephone numbers and emails to Packing Slips

We use our packing slips a lot. It would be useful for the customers telephone number/email to be displayed on the packing slip so when we send the orders to our carriers we don't have to supply the number separately

Created 12 Sep 15:07 by Guest

IRIS KashFlow / Customers

0
2 Vote

download the quotes page as a CSV file or Excel spreadsheet

I need to be able to download the quotes page as a CSV file or Excel spreadsheet on a regular basis.

Created 07 Sep 08:44 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

be able to add another field to the invoices ie Job Number

to be able to search

Created 12 Oct 15:21 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Future Consideration
2 Vote

Automatic upload of Worldpay sales from Ecommerce sites

Like PayPal, it would be great if payments processed by Worldpay through Ecommerce websites automatically sent the info to Kashflow where invoices could be easily generated.

Created 06 Sep 08:54 by Guest

IRIS KashFlow / Bank

1 Acknowledged