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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
1 Vote

use ISO 8601 date format yyyy-mm-dd

Have an option to use ISO 8601 date format such as: yyyy-mm-dd Have this available for quote/invoice file naming to allow for correct natural sorting

Created 25 Oct 13:15 by David Evans

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
1 Vote

Better layout / design on customer facing card payment page

Hi, One of your own statements is:- "We strive to remain customer centric, execution focussed and innovative in everything we do" The standard credit/debit card payment page that a potential customer faces looks wholly unprofessional including the...

Created 24 Oct 09:12 by Joe Allen

IRIS KashFlow / Payments

0 Acknowledged
1 Vote

Add filter functionality to Quotes

I would like the possibility to show only quotes sent, won, lost etc.

Created 23 Oct 11:16 by Katrina Boydon

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Go Cardless Statement & Reconciliation of receipts

It is not consistent to show invoices as paid at the same time as a Go Cardless request is made. Even with a recurring mandate there is at least 5 working days before money is received and there doesn't seem to be any way of confirming how money p...

Created 18 Oct 16:37 by Guest

IRIS KashFlow / Payments

0 Acknowledged