Help us improve

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
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

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
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

Make "memorable word" optional

My team seem to regularly run into issues logging in due to the "memorable word" security layer. This should be able to be freely disabled by the customer if it does not suit their needs.

Created 16 Apr 13:43 by Guest

IRIS KashFlow / Other

0 New
1 Vote

Expand the range of Substitute Text for email templates

To add the option of sending email templates with more substitute texts. In our case the ability to have a month automatically filled, such as "Please find attached invoice for the month of [MONTH] "

Created 16 Apr 08:30 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Gocardless integration for non VAT registered businesses

Currently Gocardless net fees is noted as bank charges and the VAT element is reclaimed. This should not be the case when the business is non VAT registered.

Created 15 Apr 11:23 by Guest

IRIS KashFlow / Suppliers

0 New