IRIS KashFlow | Help us improve

Enable more than 1 email address to be used when emailing out invoices/statements etc

Currnently an invoice emailed will only go from the email address used in the setup of the account, however if the book keeper or other wanted to email so that the 'account' holder was not responsible for receiving incoming mail or queries, you wo...

Created 10 Jul 13:18 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged

2 Vote

Granular user permissions

Can you please add more granular user based permissions for example limited basic sales people to quotes only.

Created 13 Aug 15:53 by Guest

IRIS KashFlow / Uncategorised

0 New

2 Vote

Emails to customers - header to include invoice number automatically

When customers and book keepers check emails it would be an advantage if header included the invoice number as often a number of emails have to be opened to find a particular invoice

Created 13 Aug 12:40 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New

1 Vote

on purchases, only the supplier reference can be seen, the internal supplier reference cannot be seen. it would be a good idea if the internal reference can be seen as well, both on purchases summary and when looking at a particular invoice of a supplier.

No description provided

Created 21 Sep 11:50 by Guest

IRIS KashFlow / Purchases

1 New

2 Vote

Giving users an enable/disable function to cancel changes Kashflow makes

It appears someone has had the idea to show all invoices (paid & unpaid) in the bank feeds matching section, which I disagree with and did not want, so I wonder is it possible to add in a enable/disable function for updates that Kashflow imple...

Created 11 Aug 11:52 by Michael Hopkins

IRIS KashFlow / Bank

0 New

3 Vote

Adding products to quote & invoices

To add products it would be very helpful to have an overview of our products when 'Add line item' button is clicked and to be able to scroll down them to select the product the customer has ordered.

Created 26 Jun 16:39 by Kevin O'Neill

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged

1 Vote

To be able to print or export the Self Assessment report

Great to be able to add it to an external spreadsheet

Created 17 Sep 16:11 by Guest

IRIS KashFlow / Reports

0 New

Help us improve

Filter by status

Filter by category

To have the option to customise the information downloaded on CSV file

Rolling over unused invoices on the basic package.

Retention held back

Enable more than 1 email address to be used when emailing out invoices/statements etc

Granular user permissions

Emails to customers - header to include invoice number automatically

on purchases, only the supplier reference can be seen, the internal supplier reference cannot be seen. it would be a good idea if the internal reference can be seen as well, both on purchases summary and when looking at a particular invoice of a supplier.

Giving users an enable/disable function to cancel changes Kashflow makes

Adding products to quote & invoices

To be able to print or export the Self Assessment report

Filter by status

Filter by category

Identify yourself with your email address

To have the option to customise the information downloaded on CSV file

Rolling over unused invoices on the basic package.

Retention held back

Enable more than 1 email address to be used when emailing out invoices/statements etc

Granular user permissions

Emails to customers - header to include invoice number automatically

on purchases, only the supplier reference can be seen, the internal supplier reference cannot be seen. it would be a good idea if the internal reference can be seen as well, both on purchases summary and when looking at a particular invoice of a supplier.

Giving users an enable/disable function to cancel changes Kashflow makes

Adding products to quote & invoices

To be able to print or export the Self Assessment report