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1 Vote

Multi-user permission with Read / View Only user to certain clients only

I want our accountants to and other departments to great groups or atleast users with different permission A financial controller might want to give read only view access to his junior accountant to build reports or download invoices and send to ...

Created 22 Oct 22:08 by james brent

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Quotation Follow up

To have a template or draft to send out at scheduled times to clients and a reminder to follow up

Created 20 Oct 09:00 by Dominic Scullion

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Option to customize initial customer view: default is currently transactions.

Not every user can match payments with invoices, even with the use of applying credit. Therefor the transaction page is defunct. Please allow a choice of view when a customer is selected, profile/statement OR transaction.

Created 18 Oct 12:32 by Guest

IRIS KashFlow / Customers

0
1 Vote

A 12 month total sales on graph

I like the graph available on the dashboard showing the sales for the last 12 months although I do believe that a graph (separate or a individual line on the same graph) showing the 12 month accumulated sales would be useful in being able to quick...

Created 17 Oct 07:47 by Gethin Davies

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Changing customer info wiithout changing historical information

Recently we had a customer who slightly changed their contact details. Not a new customer, same one, so we did not want to change historical information, only going forward. We did not want to add then as a new customer as they were already an exi...

Created 16 Oct 10:41 by Guest

IRIS KashFlow / Customers

1 Already exists
1 Vote

Access limitations to additional user

As is added access to a sales person, I don't want him to see reports section. Please make amendments so that we can limit access to any additional users.

Created 15 Oct 13:26 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Edit Invoice and update customer address

When editing an invoice - you are allowed to edit the customer address, whether they have a delivery address or not and there is also a button to "Update customer details". This is useful for reformatting paypal imports, where EVERY new invoice ha...

Created 15 Oct 10:21 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

2 Acknowledged
1 Vote

Create New Sales Code needs to be easier

When creating an invoice or purchase and you realise that an item is missing from your sales/purchase codes, you currently have the option to create a new sales / purchase code at that point. However, you have to guess what codes you have already ...

Created 15 Oct 10:15 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

password protecting invoices

with the GDPR it would be useful to be able to password protect invoices within Kashflow as currently i have to download the invoice, then re-save with a password and then upload into the invoice email. This takes a lot of extra time.

Created 15 Oct 07:30 by Guest

IRIS KashFlow / Invoicing & Quotes / Other

0 Acknowledged
1 Vote

Download a CSV of invoices by department

it would be useful to be able to download a departments list of invoices. Currently you can view the list, but not downlod it. I imagine it could be easy to add the download function here.

Created 12 Oct 13:10 by Guest

IRIS KashFlow / Reports

0 Acknowledged