Help us improve

2 Vote

Enhance Search functionality with filters

The search functionality is excellent. However, it would be nice to narrow it down sometimes with filter options around dates, invoice amount, and other parameters.

Created 09 Oct 09:59 by Katrina Boydon

IRIS KashFlow / Other

0 Acknowledged
2 Vote

Have ability to file quotes so they disappear from list regardless of status

My quotes list gets longer and longer. Even closed quotes still appear in the list. Plus some quotes have a very long lead time and they don't need to be in the list. I would like them to remain associated in the customer record, of course. So, pe...

Created 09 Oct 09:58 by Katrina Boydon

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
2 Vote

Allow customers to be sorted by date added and not only alphabetically

I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.

Created 09 Oct 09:53 by Katrina Boydon

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Report to check Purchase invoices are all assigned to projects correctly.

if Purchase invoice isn't allocated to projects in error this can affect costings for projects, a report that can be ran monthly would eliminate any errors. Maybe add Project column to purchases as don't need to print report, a visual check would ...

Created 27 Apr 09:10 by Guest

IRIS KashFlow / Projects

0 New
2 Vote

Consider bank transfer on the Unreconciled Bank Transaction Report

If the bank transfer has been reconciled then do not include on the report, if it hasn't been reconciled then include on the report.

Created 06 Oct 08:47 by Natasha Chryssafi

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Allow the "Sales" role in multi-user setup to add Projects

I don't know why you felt it necessary to close this role off to Sales people, but it's the one additional feature that would make the new multi-user functionality fully fit for purpose at our company. I cannot see what the risk/problem is with th...

Created 05 Oct 13:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Moving the 'notes & files' field on customer accounts to the top of the page, so notes are more visible to the eye.

Moving the notes field on customer accounts from the bottom of the page to the top under transactions. We would find it useful as notes on individual client accounts are always being missed due to them not being very visible.

Created 26 Apr 11:11 by Guest

IRIS KashFlow / Customers

0 New
2 Vote

Automated conversion of Paypal imports

It would be hugely convenient if my Paypal imports were automatically converted to invoices rather than having to do it manually. Can this be set up?

Created 27 Sep 14:39 by Guest

IRIS KashFlow / Partner Apps

0 Acknowledged
1 Vote

raising a Proforma invoice without having to raise a quote

we do not always raise a quote as we have price list but do need to raise a proforma invoice before going ahead with the order

Created 21 Apr 10:31 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

CSV Upload to update current customers

The ability to be able to do a mass update on current customers, by using the customer code, and updating field details already on the system. At the minute this isn't allowed as it would be duplicated.

Created 15 Sep 08:47 by Guest

IRIS KashFlow / Customers

0 Will not implement