Help us improve

1 Vote

Amend payment due date across board

I make entries on Kashbook as and when they appear on the bank statement and at the same time enter the payment, but in so doing, the default always goes to 30 days. What I want is for it to be zero days for both purchases and invoices. I know it ...

Created 02 Feb 13:46 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

make recurring list of invoices available in CSV or excel

currently only available in PDF

Created 01 Feb 12:42 by Guest

IRIS KashFlow / Reports

0 New
1 Vote

Connect Kashflow to the European Peppol e-invoicing network

Dear Sir, Kashflow will be more interesting connected to the Peppol e-invoicing network. We are Accesspoint and offer an API hereto. Who can I best discuss this with? Regards Dolf Kars CEO telephone +31(0)202611791mobile +31(0)651118110's-Gravelan...

Created 30 Jan 12:18 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

A Flag to let you know that you have selected more than 100 invoices to pay

I have one supplier that has over 100 invoices each month. Firstly it takes forever to find all the invoices due to the date order in Batch Payments, and then when I have ticked all the invoices, to then find I have selected over 100 and have to s...

Created 03 Apr 17:46 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

Bring back column totals!

On the old interface design, when you looked at any period of time in your banking, there was a column total for both in and out, next to the opening / closing balances. This has mysteriously been dropped in the new interface, which seems like a b...

Created 03 Apr 10:11 by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

To be able to assign more than one customer to a project.

The nature of our projects is that there may be more than one customer to each project. Allocation of more than customer to project would allow more meaningful review of the project 'performance' rather than simply of the customer.

Created 31 Mar 06:34 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Auomated emails for Overdue payments

I don't know if this already exists, but it would save so much time if my customers get an automated email to remind them to pay instead of me going into each client folder and sending the reminder myself.

Created 26 Jan 15:52 by Mohamed El Gadhy

IRIS KashFlow / Invoicing & Quotes

1 New
2 Vote

To be able to enter a batch of supplier invoices

To have the option of entering a number of supplier invoices on one screen, the current system is very time consuming.

Created 28 Mar 16:16 by Emma Ransom

IRIS KashFlow / Purchases

0 Acknowledged
2 Vote

When converting quote to invoice have a function to select individual line item.

Quotes are raised showing a full breakdown but the customer may only choose certain options from the quote. Currently the whole quote gets converted to an invoice but it would be helpful to be able to choose what the customer ordered and convert j...

Created 28 Mar 08:23 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

Aggregate the 'Notes' into a single view on the Overview page to show recent activity

If other customers do as we do and include details of correspondence with clients in the ‘Notes’ section attached to each invoice, it would be useful to be able to see an aggregated view of all ‘Notes’ in reverse chronological order on the Overvie...

Created 27 Mar 12:11 by Guest

IRIS KashFlow / Customers

0 Will not implement