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1 Vote

Allow previous customers access to their accounts Read-only option

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Created 14 May 10:50 by Guest

IRIS KashFlow

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1 Vote

View/Sort purchases into categories

On the purchases page, it would be useful to be able to 'sort' this page by expense categories, If for example, I wanted to see the purchases I'd made that related to 'motor expenses' or 'stationary' or 'subcontracters' - the only way to do this i...

Created 14 May 10:24 by Guest

IRIS KashFlow / Purchases

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1 Vote

Print delivery address label

Print delivery address label from stored info in a customers profile. Should be possible to change font size to suit postage label or pallet label

Created 14 May 10:08 by Guest

IRIS KashFlow / Customers

1 Acknowledged
1 Vote

Would like the sales agent code included on the activity report.

It would save a persons time having to go into every transaction to find out the code for our monthly sales report.

Created 13 May 09:06 by Guest

IRIS KashFlow / Reports

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1 Vote

Ability to attach Scanned Invoices to purchaces

Ability to attach Scanned Invoices to purchaces

Created 10 May 07:49 by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

To be able to attach a Terms & Conditions document (as a pdf) to quotes

It gives customers all the information they need in one email

Created 09 May 10:05 by Guest

IRIS KashFlow / Invoicing & Quotes

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1 Vote

Read only access if you move onto new software

If the company grows and choose to move onto different software read only access to the kashflow account would be incredibly useful for the year end accounts and if any questions crop up in the future.

Created 08 May 15:23 by Guest

IRIS KashFlow / Dashboard

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1 Vote

Add 'Last Quarter' button to bank transaction view

As a small business owner I'm always doing my vat return during the month after the end of the quarter. Therefore I thought it would be useful to have a button when viewing my bank account transactions that is for 'last quarter' - there's a button...

Created 06 May 16:40 by Guest

IRIS KashFlow / Bank

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1 Vote

Show Custom Customer Fields on the main Customer Profile tab

Would it be possible for you to move / show the Custom Customer Fields (https://app.kashflow.com/customer_customFields.asp?custid=-1) on to the main profile page, once they have been defined? For example, if I create a custom field called "Company...

Created 06 May 10:07 by Guest

IRIS KashFlow / Dashboard

0 Acknowledged
1 Vote

Enable option to us same reference for quotations and invoices do avoid duplicate references.

Will avoid duplicating reference numbers for quotations and invoice.

Created 04 May 17:09 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged