Help us improve

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
1 Vote

Text formatting

So you can type parts of comments or line information in bold, italic, underlined and strike through, or colour to the text. As a tradesman I have to put a lot of detail in the comments box but only one price on the quote/invoice. Would make it a ...

Created 15 Oct 07:54 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
1 Vote

Read only user accounts

No description provided

Created 13 Oct 11:25 by Nick Robinson

IRIS KashFlow / Other

1 Acknowledged
1 Vote

Search Box for ALL Users

I have 3 additional users on my account who need to be able to find invoices without using invoice numbers yet they don't have a search box option. It is proving to be extremely frustrating for them and me as I am having to search for things for ...

Created 10 Oct 12:57 by Guest

IRIS KashFlow / Dashboard

0 Acknowledged
1 Vote

The ability to e mail all customers at once of a change or new product

If we change say our bank account details or we have a new product in our goods list I think it would be helpful if we could do an e mail and BCC all our customers so they are all aware of the update. Please can this be adopted.

Created 09 Oct 18:08 by Guest

IRIS KashFlow / Customers

0 Will not implement
1 Vote

Showing invoices in EURO in Purchases & stats

Some of my invoices are in Euro. When going to list of invoices it is shown ONLY in £. Would be very useful to have a column of actual currency instead of going to every single one to find out how much euro I have to pay to my supplier.

Created 26 Sep 19:09 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Enter SKU For Product Lookup In Pro-Forma Invoices

Previously, I could input an SKU into the 'Product' field of an added Line Item and either the product or variants thereof would appear in a dropdown list. This function has now disappeared and it frankly takes much more time to build an invoice.

Created 26 Sep 08:38 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Already exists