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SUBMIT IDEA

IRIS KashFlow

To be able to see 'invoice viewed' option when receiving payments by bank transfer

We receive payments via bank transfer and cannot see a viewed option after we have emailed a customer's invoices. Can this be looked at?
stacie cromie 1 day ago in IRIS KashFlow / Invoicing & Quotes New

Direct Debit's visible on client' homepage

Add Direct Debit Active on clients homepage due to multiple clients it's hard to keep track
Guest 2 days ago in IRIS KashFlow / Customers New
679 VOTE

Multi Currency Bank Accounts

No description provided
Guest over 9 years ago in IRIS KashFlow / Bank Future Consideration
634 VOTE

Customer Portal

Allow customers to "login" and see their invoices/statements/payments as a "self service" - they can login and see their outstanding invoices (with payment links), download historic invoices, and see statements etc...
Guest over 9 years ago in IRIS KashFlow / Uncategorised Future Consideration
345 VOTE

PDF Themes Enhancement

More control over design of Invoice/Quote PDFs and the ability to have different designs for different customers
Guest over 9 years ago in IRIS KashFlow / Invoicing & Quotes Started

Display more of the names of uploaded files

The Kashflow new interface just shows a few characters of the start of an uploaded file name. When you upload multiple files to a section (eg bank (bank statements), customers etc) then it can sometimes be difficult to know which file is which, wi...
Paul Smith 30 days ago in IRIS KashFlow / Uncategorised New
228 VOTE

Allow More Than 2 Decimal Places

Incoming invoices sometimes quote hundreds of an item whose individual price is not in a round number of pennies. For example, we had an invoice for 500 labels at £1.269 each. KashFlow silently changed this to £1.27 each whilst keeping the origina...
Guest over 9 years ago in IRIS KashFlow / Other
199 VOTE

Import Stripe Transactions Automatically

I love the automatic paypal importer, it saves me so much time! Stripe is an upcoming payment processor, and many people have started using it on their websites (me included). If we could have the same level of automatic transaction importing like...
Guest over 9 years ago in IRIS KashFlow / Uncategorised
199 VOTE

customers being able to place an order via kashflow

I would like my customers to be able to place an order via a special link to kashflow. Customers would log in with their customer code, a list of the products that i sell with their unique prices for that customer would a ppear and they would clic...
Guest over 9 years ago in IRIS KashFlow / Uncategorised Will not implement

Security role change

We need to add a user type that is Read Only access only.At the moment, even a Basic user role can send invoices for example, so, like in the Connect KB, the ability to select areas of KashFlow, and more granular capabilities would be great, so us...
Guest 19 days ago in IRIS KashFlow / Other New