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7
Vote
An option to select a number of invoices/quotes etc by ticking a box and then pressing send to dropbox,
An option to select a number of invoices/quotes etc by ticking a box and then pressing send to dropbox, this would be less time consuming. Also the ability to save reports such as aged debtors etc to Dropbox would be very beneficial. Thanks
Created 10 Jan 09:19 by Guest
IRIS KashFlow
0
Acknowledged
11
Vote
Ability to split bank payments from bank feed to partly pay multiple customer invoices
I am using the bank feed to load my bank transactions.As I am in property rental some of my tenants rent is paid by Housing Benefit every 4 weeks. If I invoice for £100 per week every week and HB only pay £360 to cover 4 weeks rent at £90 per week...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Bank
2
Acknowledged
8
Vote
Get the GoCardless link generated by kashflow, via API, or frontend, so you can send it in personal emails
When setting up gocardless kashflow sends an email to the customer with a GoCardlesss link that they must click on to register. The problem is that often you have the conversation with the client, so they expect an email from the company not kashf...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
9
Vote
Reminders for sales renewals
It would be good to have a tick box added to the sales section so that we could tick a the sales invoice then select a date for a reminder to either be emailed or an alert triggered.
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
8
Vote
Need interim invoices
Very important - Need a function to do interim invoices. I quote customer, then give them a deposit invoice, then an interim invoice, then final invoice.
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
0
Acknowledged
11
Vote
When viewing reports, favourite reports should be the default view
To save a click when checking reports regularly.
Created 10 Jan 09:19 by Guest
IRIS KashFlow
1
Already exists
8
Vote
Bill of Materials / Works Order Report / Template
The ability to turn a quote or estimate into a bill of materials / works order. This would take your quote / estimate, then turn it into a BOM / Works Order which will remove the costings, so you could then print this to a) send to wholesalers / s...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
8
Vote
Automatic saving to Dropbox
Saving every invoice to a dropbox account one at a time is very cumbersome, especially when multiple repeat invoices are generated. It would be very useful to allow all invoices to be automatically sent to the linked dropbox account upon creation/...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
0
Acknowledged
12
Vote
Improve switching between bank feed and matching rules
Switching to the 'Matching Rules' tab when on the bank feed loses all in-progress assignments, and resets any date range that was previously set – infuriating! Please fix this :)
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Bank
1
Acknowledged
9
Vote
Invoices printing for different sized Paper than A4
Currently even if a height and width is defined in the HTML and BODY styles for a PDF template. The PDF outputted is hard fixed to A4 size. I would like to suggest offering "A4", "A5" and "Custom" page size options. We use pre printed business for...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
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