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Extend the time period before being logged out due to inactivity.

No description provided
Guest over 5 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Sent mail folder

We have been asked by a handful clients lately for us to forward on a copy of the original email that was sent when their invoice was emailed to them, often because they are saying that they didn’t receive the invoice, hence why they haven’t paid ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged

Set a Credit Limit on screen for customers before new quotes are sent to avoid customers going over credit limit.

No description provided
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Planned

Include 'send statements' check box on Profile

This would be useful so it works in harmony with the new 'schedule statements' tab rather than all contacts receiving statements
Guest about 1 year ago in IRIS KashFlow 0 New

Archive clients

We would find it useful to be able to archive clients that are no longer using Kashflow. We would still have access to the data and continue to use a credit to keep them on our system but not have them on our client list. This would be useful for ...
Guest about 1 year ago in IRIS KashFlow Connect / Clients 0 New

Put the 'Stay on Customer Details Page' option back when adding a new customer

Please can we have the option back to allow us to remain on the customer details page when adding a new customer. This option has been removed from the latest update. After entering full details, we now have to search for the new customer again to...
Rich Tapper almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Encryption of email attachments for GDPR purposes.

Invoice attachments can contain personal data which must be protected.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Changing wording on Reminder E-mails

Improvement of Customer relations: Change the wording on the E-mail of the Reminder Letters : "It's time to pay" is far too aggressive (shades of a gangster threat). Needs to be much more polite.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 3 Future Consideration

Need a reference on invoices, want to label projects for a large client, currently have to go in and out of lots of invoices to find a past job.

No description provided
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Purchase Order Tracking

The new feature of Purchase Orders (PO) is great. However, once the PO is converted to a Purchase, there is no record or field to say which PO was converted to make the Purchase. The option to carry over the PO number to the Purchase (as a field o...
Anonymous over 4 years ago in IRIS KashFlow / Purchases 1 New