Help us improve
Add a new idea
Filter by status
Already exists
0
Will not implement
0
Planned
0
Shipped
0
New
938
Acknowledged
1789
Already exists
172
Will not implement
×
Planned
46
Released
213
Started
11
Future Consideration
19
Part Released
7
Filter by category
IRIS KashFlow
×
2933
Bank
×
214
Customers
×
246
Dashboard
×
50
Invoicing & Quotes
×
618
Mobile Apps
×
23
Other
×
221
Partner Apps
×
54
Payments
×
103
Projects
×
75
Purchases
×
196
Reports
×
293
Suppliers
×
62
Uncategorised
×
591
IRIS KashFlow Connect
×
123
Branding
×
2
Clients
×
22
IRIS Insight
×
1
IRIS Snap
×
1
Licencing
×
0
Other
×
25
Reporting
×
25
Settings
×
29
Your Account
×
4
KashFlow HR
×
5
KashFlow Payroll
×
214
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
8
Vote
Bank fields
There is a need for more fields in bank. We need to be able to put tranaction reference (eg cheque/paying in number); name of payee; description on transaction and ideally two further codes. Example uses could be internal refernec number in filing...
Created 10 Jan 09:20 by Guest
IRIS KashFlow / Uncategorised
0
Acknowledged
8
Vote
Project P&L
To give a true P&L for each project it would be great to be able to associate PAYE or CIS to projects, this would give a better picture of each project profit
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
0
Acknowledged
8
Vote
CIS Summary report - Subtotals
Add subtotals per subcontractor on the CIS Summary to make it easier when completing CIS return. The CIS summary report groups the details of individual items by subcontractor, but does not give a subtotal. Thereofre to complete the HMRC return yo...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
8
Vote
Simple CRM Functions Built In To Kashflow
- Ability to add a Prospect / Lead to a new 'CRM' section.- Set the customer status to Cold, Warm or Hot and set a potential conversion percentage- Once they are confirmed as ordering or submitting to a project, you can simply press a button to co...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
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
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
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
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
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
« First
‹ Prev
…
35
36
37
38
39
40
41
42
43
…
Next ›
Last »