Help us improve

1 Vote

Ability to transfer line items from one company to another, each with separate Kashflow accounts

Hi - I have two companies (one is a subsidiary of the other) and I therefore have two separate Kash-flow accounts (one of each). I would like to transfer some line items incurred from the main holding company to the subsidiary one, but know this i...

Created 05 May 14:23 by Stuart

IRIS KashFlow / Other

0 Will not implement
1 Vote

Bring Back Option to Navigate Invoices Within Client Records, Opposed to Just Prev. and Next

Please bring back the option to use the arrows to navigate the previous/next invoices in the customer record, rather than looking at the prev/next invoice in the numbered sequence. This was invaluable when having to quickly scan previous invoices...

Created 04 May 13:01 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Ability to assign pdf themes to separate email templates

We have made some changes to the .pdf theme we'll use for sending invoices and quotes, such as presenting payment information more clearly, terms etc. However payment receipts emailed to customers also include the custom html, some of which is not...

Created 02 May 16:01 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Previous / Next Invoice or Receipt

We need a way to go to next and previous invoices. Sometimes I have to check a whole months invoice and you lose a lot of time (especially cause you cant open up an invoice in a new tab) going in, then coming back out and then going back to invoic...

Created 02 May 08:54 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Export/Report All Line Items from All Recurring Invoices

This would help with reporting and forecasting for renewable items and also cross checking with suppliers. Making sure that every supplier invoice is getting billed when sold onto a customer. Helps to avoid any missing recharged expenses.

Created 01 May 15:54 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Default item List Number

We would really like to set a default for the number of items shown in a list. For example, in Invoice, default the view to 100 items. This would be especially practical when doing batch payments, we often have 20+ transactions from one supplier a...

Created 30 Apr 13:44 by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

Orders/Invoices

When an order is converted to an invoice can you make the status change to invoiced please? at the moment when you convert from sales order to invoice the order still says order, this is causing a problem as we are finding we are double invoicin...

Created 27 Apr 14:28 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Reports should list transactions even if the total value is netted to zero

The Project P&L report does not list transactions when the total value is netted to zero. No report should NOT display anything if the total value netts to zero - you need to see the detail so you know it is correct.

Created 27 Apr 09:43 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Sent message outbox

Would be good if we could have an outbox where we can see messages (invoices, direct debit mandates etc) that have been sent out. For direct debits, this would also allow us to sent a link in normal company email as an alternative.

Created 25 Apr 14:28 by Guest

IRIS KashFlow / Dashboard

0 Will not implement
1 Vote

Customise left hand Navigation Panel

Make the left hand Navigation Panel words Customisable by the user to make it more user friendly. Example Payments change Credit Cards

Created 24 Apr 12:02 by Guest

IRIS KashFlow / Dashboard

0 Will not implement