Help us improve

1 Vote

Draw-down/Bulk/Commitment Orders

Bulk Orders can be very useful if you have a specific budget allocated to spend with a supplier over a fixed period. You can place an order for the total amount, and then draw-down from the PO as the relating invoices come in, then at the end of t...

Created 26 Sep 12:47pm by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

enable bank feeds for CaponTap Credit Cards

A lot of clients are now using the new CaponTap Company Credit Card. The option to activate a bank feed would be very useful.

Created 26 Sep 11:02am by Guest

IRIS KashFlow Connect / Clients

0 New
1 Vote

Ability to edit the width of the input boxes for proposals and invoices

The size of the input boxes when creating a proposal or invoice are hard to work with, the "QTY" is a very wide box for what is likely to be never more than 4 characters in length. The cost and VAT boxes are equally very wide and then the actual "...

Created 18 Sep 03:20pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Add the ability to disable the country name on the customer's profile page

We have many customers for whom we only use the email address and not the physical one. Unless I go in to each invoice and change the country to -None-, the invoice shows their address as United Kingdom with all other address fields blank. It woul...

Created 13 Sep 12:49pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Abilityto remove the <company name> field or the <primary contact> from the invoice

My clients are non commercial. ie they are not companies, they are home owners In KashFlow when I create a customer, the company name field is required. When an invoice is issued contains both <company name> and <primary contact>. How ...

Created 12 Sep 12:02pm by Guest

IRIS KashFlow / Customers

0 New
2 Vote

Allow an admin to get access to create invoices but not to see anything else.

It would be great if a company can add an admin to the account but the admin to only have access to create new invoices per customer but not to have access to see any historic data or historic inoice amounts etc.

Created 6 Sep 12:52pm by Guest

IRIS KashFlow / Other

0 New
1 Vote

Allow two seperate batch uploads for one invoice

We charge electricity and the rates have changed so for part of the year the units used are at £x rate and for the other part of the year they are at £y rate. I would like to create invoices for the £x rate and keep them until the end of the seaso...

Created 6 Sep 12:46pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

PO Box and Customer Account number box on invoices/acknowledgements

Following the updates on the acknowledgements and invoice screens, previously we could enter PO number and then enter customer name and it would save the details Now although the PO box is above the Customer name if you enter the PO first when you...

Created 31 Aug 03:57pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Allow manager accounts to see 12 month sales growth chart on dashboard

Only standard accounts can access the 12-month sales growth chart on their dashboards and manager accounts cannot. I would be beneficial for manager accounts to also have this so we can see the currently monthly sales growth to check for errors etc.

Created 29 Aug 01:58pm by Guest

IRIS KashFlow / Reports

0 New
1 Vote

Download invoices by paid date

When doing a VAT return it would be very easy if i could select 2 dates and have it download all invoices (as pdfs or one spreadsheet format) that have been marked as paid within those dates.

Created 26 Aug 11:25am by Guest

IRIS KashFlow / Reports

0 New