Help us improve

4 Vote

Ability to enter reverse exchange rate on invoice / purchase

When invoices are paid in a foreign currency I am often provided with the exchange rate by the customer. However, because of the way Kashflow is designed I have to reverse the exchange rate before I can enter it into the invoice.It would save a la...

Created 10 Jan 09:25 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
4 Vote

The ability to create quotes/invoices from the project screen

We use 'Projects' for every job we get. It would be so much easier if we could create quotes and invoices direct from the individual project over view page.

Created 10 Jan 09:25 by Anonymous

IRIS KashFlow / Uncategorised

0 Acknowledged
4 Vote

Budgets

I am sure many people have moved from Sage where they have been able to enter a budget figure for each nominal which would enable them to run reports or actual against budget.

Created 10 Jan 09:25 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
4 Vote

Custom Email "From" name

Ability to specify custom email "From" name. Current solution appears to use "Company Name" from Settings > Company Details.

Created 10 Jan 09:25 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
4 Vote

Add project name / reference column to audit trail report

would help to provide a quick way of review all project transactions both individually and in total, and as an csv report allow us to interogate and compare projects. A small addition to the existing report would be much easier than creating furth...

Created 10 Jan 09:25 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
4 Vote

Emailing Packing Slips

Now my client does repairs & maintenance works to households for a contractor. He wants to know if he can send out an invoice to the owner of the house to outline the works completed, but without showing the financial information as only the c...

Created 10 Jan 09:24 by Guest

IRIS KashFlow

0 Acknowledged
4 Vote

New Sage Migration Tool

We would like to offer the ability to migrate directly from Sage onto KashFlow, without the need to export data into CSV and import manually

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

1 Already exists
4 Vote

Facility to setup and apply discount / offer codes against customer purchases

At the moment, when offering a promotion against a particular service (such as a buy 3, get one free offer that I'm currently running on disc scratch removal), I would like to see a facility where I can enter a voucher or discount code in somewher...

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
4 Vote

In the overview, clicking on 'money owed to you' only lists unpaid items, it does not list overpaid items, so the total does not add up.

No description provided

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
4 Vote

Multiple reminder letters actioned at once

At present I am only able to send reminder letters one at a time. It would be helpful if I could send them by ticking the boxes much like a batch payment. I would also appreciate being able to send invoices directly to accounts depts and quotes to...

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged