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1 Vote

Email Notifications - New Invoices

I am receiving a lot of SPAM! from Kashflow in the form of unwanted emails relating to the automatically generated invoices. I have an invoice that is created every day for our tills information to be entered. This side functions fine, however, ev...

Created 24 Nov 05:06pm by Ben

IRIS KashFlow / Other

0 New
1 Vote

multi companies feature

hey. It would be great if you could add a multi companies feature that allow user that have more than one company to switch between them. Cheers. Ants.

Created 21 Nov 01:54pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Archived Product Codes / Sales Code to a separate tab

Currently when you untick the box to mark a product code or sales code as an archived item and not to appear in the active dropdown lists the product remains on the relative page amongst the other active codes.My proposal would be to add a button ...

Created 17 Sep 03:16pm by Ben

IRIS KashFlow / Other

0 New
1 Vote

Allow users to create their own Quote Category

I need a quote category 'Ready for Invoicing' as we have just got Draft, Sent, Neg/Review, Closed - Lost/Won - which misses this stage outCan I add my own quote category?

Created 15 Nov 05:10pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Quote templates - quote templates for different services so i dont have to write them out everytime or find one to copy

No description provided

Created 15 Nov 04:20pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
6 Vote

Creating a Commercial invoice and Packing Slip

Post Brexit, for our customers in the EU, we have to raise an invoice in Kashflow, but then as there are no facilities to enter the essential additional details onto the system, we have to download the invoices and add the required info for each i...

Created 7 Jan 02:22pm by Jo Triner

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Quote List Print and Export facility

Each month I need to analyse how many quotes we have converted into sales. Unfortunately the Quote List cannot allow print or export currently.

Created 9 Sep 02:35pm by Guest

IRIS KashFlow / Reports

0 New
1 Vote

Online Payment Links on Invoice. When creating an invoice for a customer I'd like a button to toggle on/off the online payment link attached to the invoice. This is because I sell some high priced items that I don't want paid for through an online card payment system as the fees are astronomical. But on lower priced items I don't mind. Currently I have to go through multiple steps to disable the online payment option, to then create and send the invoice, before having to go through all the steps to re enable it. .

No description provided

Created 12 Nov 05:19pm by Andy Harrold

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

auto emails must show the company name

I have 20 clients on kashflow and occasionaly I get an auto email that alerts me to something and it tells me to log in to kashflow.......but it does NOT tell me which company to log in to. Then I have to seach every company to try and find out ...

Created 4 Nov 12:52pm by Guest

IRIS KashFlow / Reports

0 New
4 Vote

Enable multiple banks for bank feed

Currently only 1 bank account per bank can be linked using the Open Banking bank feed. This is highly inefficient when a client has 2 (or more) bank accounts with the same Bank (in my case - Lloyds) and regularly uses both. It would save having to...

Created 29 Mar 09:46am by Guest

IRIS KashFlow / Bank

2 New