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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 about 8 years ago in IRIS KashFlow / Uncategorised 8 Will not implement

41 VOTE

Allow Links in New Tabs/Windows

At present there's a high level of reliance on javascript to open things like invoices, transactions, receipts, etc... from list views. This makes it impossible to leave a page open with say a bank transaction listing and then right click to open ...

Guest about 8 years ago in IRIS KashFlow / Other 4 Will not implement

28 VOTE

Unified Customer & Supplier Accounts

Sometimes I have clients who are also suppliers. Would it be possible to have a tick box in their details to be Customers as well as Suppliers to save putting the info in twice?

Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Will not implement

21 VOTE

Adjustments to VAT boxes

Currently Kashflow does not let you make any additional adjustments to individual VAT returns. A journal is not necessarily required as the accounts may already reflect any VAT correctly but this was not included in VAT returns. This is often the ...

Guest about 8 years ago in IRIS KashFlow / Other 8 Will not implement

20 VOTE

Mass Update via CSV

First off which you can currently do - download all customer information in to csv. The new process I am then suggesting is that: When you need to update en mass, you can change within the CSV file all the details including customer setting like s...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

16 VOTE

stop changing the layout for no reason

everyone would be log in and use the software without having to re learn it

Guest almost 7 years ago in IRIS KashFlow / Other 0 Will not implement

16 VOTE

Proforma invoice

It would be helpful if I could create a proformer invoice and be able to convert it to a invoice the same as I can with quotes/ estimates

Guest about 8 years ago in IRIS KashFlow 7 Will not implement

9 VOTE

Order Acknowledgements

When an order is received, there is no way to produce an Order Acknowledgement. Most of our customers expect this so currently we must create a copy in Excel.

Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Will not implement

9 VOTE

Bank Accounts on Dashboard - Order of sequence to be available

I know the heading may not be that clear. I have set up all the bank accounts and another has been added and I want to be able to view the current account first and the credit cards at the end. At the moment there is no way that you can choose to ...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Will not implement

9 VOTE

Default date on add payment form

When we add a payment to a purchase invoice, could the date on the pop-up form default to the date on the purchase invoice? If I am adding lots of payments it's tedious to have to keep resetting the date.

Guest about 8 years ago in IRIS KashFlow 1 Will not implement

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