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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
7 Vote

Option to add our company bank details to customer statements

Some customers find it easier to pay us from information on their account statement. Would be helpful to be able to add this facility to our statement in addition to invoices.

Created 13 Dec 16:14 by Guest

IRIS KashFlow / Payments

3
7 Vote

Bank details

There is very little bank details that can be stored as standing data within Kashflow, as a minimum we need to be able to put account number and sort-code. Additional information should really be SWIFT code and IBAN number, overdraft limit and ren...

Created 10 Dec 13:46 by Guest

IRIS KashFlow / Bank

1 Acknowledged
4 Vote

CUSTOMERS INVOICE

Have option to remove United Kingdom on customer profile as we do not always have customers details. So their name and United Kingdom doesn't look good.

Created 19 Nov 16:42 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
6 Vote

Add Amount Paid to the top of the clients transactions profile

Hi - currently you have 'Total Invoiced', 'Amount Due' and 'Amount Overdue' at the top of the clients transactions page - if you also added 'Total Paid' to these you would have a full house of all the important information regarding the clients tr...

Created 11 Nov 17:44 by Rob Smith

IRIS KashFlow / Customers

0 Acknowledged
3 Vote

On Screen Monthly P&L

It would be useful to view a P&L by month on screen, rather than have to download to excel each time. It would also be really good to click on the values in the P&L report and go directly to the nominal account.

Created 05 Nov 15:48 by Guest

IRIS KashFlow / Reports

0 Planned
2 Vote

Add option to carry over attachments from a Quote once converted into an Invoice

KashFlow behaviour at the moment is that any files attached to a quote are removed once it is converted to an invoice. I think it would make more sense were there an option for attachments to carry over and remain attached to the resulting invoice...

Created 02 Nov 14:27 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Specific sales codes to be applied to a specific customer

It would be a great idea, if we were able to select specific sales code to a specific customer, so that when you raise a sales invoice for that customer only specific sales codes would appear in the dropdown menu rather than all the sales codes on...

Created 01 Nov 15:21 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
6 Vote

Lock transactions but still allow nominal code to be amended

Once we lock the transactions in Kashflow we can no longer change the nominal code that the transaction is assigned to – we used to be able to re-allocate the transaction to a different nominal code, but make no other changes, which worked well. W...

Created 19 Oct 08:39 by Heulwen Thomas

IRIS KashFlow / Uncategorised

1 Acknowledged
5 Vote

Make number of items displayed in invoices and purchases configurable in settings

Every time I log in to Kashflow I set the number of items to 100 in both invoices and settings. It would be great if I could set this once in settings instead!

Created 21 Oct 10:15 by Guest

IRIS KashFlow

0 Acknowledged