Help us improve

1 Vote

Bulk Payments to the top of the bank section

When you currently add a bulk payment it automatically adds it to the bottom of the day instead of the top. No matter what you cannot alter where the bulk payment was actually paid. This makes this bank statements not match the kashflow ones.

Created 21 Nov 11:26 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Allocate purchase items to a project

Sorry, this idea was posted in error. The system already supports the allocation of purchase items to a project.

Created 20 Nov 13:33 by Guest

IRIS KashFlow / Projects

0 Already exists
1 Vote

MARKING INDIVIDUAL ITEMS ON AN INVOICE AS PAID / UNPAID

Hi The nature of our business is such that we produce a monthly invoice to our customers detailing numerous items. The nature of the payments being made is such that they can be at varying times and sometimes completely missed and have to be chase...

Created 16 Nov 12:16 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
1 Vote

Mobile App International Access

Not all your customers are based in the UK. It would be nice to have access to the app in the app store (Google and iTunes) with an account registered outside the UK. (Currently only UK users have access to the app..)

Created 14 Nov 17:01 by Salem de Bezenac

IRIS KashFlow / Mobile Apps

0 Will not implement
1 Vote

Sales Order Report Export

There is already a sales order report in https://app.kashflow.com/#reports/quotes. Can we get a download CSV button please to be be able to sort and filter etc.

Created 14 Nov 10:04 by Rodger Random

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Quote category on customer screen

It would be useful to have access to the quote category menu on the customer invoices, statements screen to give further information for the quotes at a glance. This will allow users to see from this screen which quotes were won or lost.

Created 14 Nov 09:13 by Guest

IRIS KashFlow / Customers

0 Will not implement
1 Vote

Individual SMTP email settings for each additional user

Could there be a feature where we set up individual SMTP email setting for every user? That way each of the staff could email quotations or purchase orders directly from the own email account and receive replies back directly to themselves rather ...

Created 13 Nov 17:19 by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Show more details on search

It would be useful if the search function displayed as per the invoice screens (https://app.kashflow.com/#invoices) rather than the limited display currently show, i.e. dates, payment status etc or you can search from within that section. Often yo...

Created 09 Nov 18:08 by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Bulk Request GoCardless DD's

Currently if you wish to collect a payment for an invoice via GoCardless, you have to enter each invoice and after several clicks it is done. This is extremely time consuming and a waste of time. If each customer could have a list of payment metho...

Created 05 Nov 22:03 by Paul Berry

IRIS KashFlow / Payments

0 Acknowledged
1 Vote

Ability to print project reports with profitability between two dates

At the moment the Global Project Report is for all time. It is not possible to print a summary report, of all projects by profitability between two dates. This is necessary for year end accounting and provisioning

Created 26 Oct 15:23 by Giles Elliott

IRIS KashFlow / Projects

0 Acknowledged