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Quote category to be displayed within the customers account along with total quoted and won.

Hi, Within the quotes page you can see the list of all quotes created along with a selected category, draft, sent, won etc, can you add the option of seeing this within a customers account, at the moment you can see the quotes created for that spe...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

CARD PAYMENT button on iPhone

It turns out that the 'Card Payment' Button does not appear on the iPhone when using Kashflow in the browser. I was at a customers house the other day who wanted to pay by credit card while I was there. It turns out that the 'take payment' button ...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Be able to preview recurring invoice emails

I am setting up a recurring invoice. At present I need to set an invoice to send to myself, and wait until tomorrow to see if the email is sending correctly. It would be good if there was either a "Send now", "Send preview" or "View preview" butto...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

duplicate product

Can you add a duplicate product feature to make it easier to adapt current products to create new ones.
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Generate a delivery note before invoicing

No description provided
Guest almost 8 years ago in IRIS KashFlow 1 Acknowledged

Bank matching ignore rule

Although we can ignore imported transactions at the moment, we can't set up a matching rule to mark some as ignore automatically. This would be really useful, especially when we're transferring between different bank accounts and the transfers sho...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

More than 10 products to the dropdown box in quotes

Once you have chosen the parent code in quotes/invoices then in the dropdown box of products there should be more than 10 products.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

duplicate estimates

I noticed that FreeAgent has a feature which allows you to duplicate an estimate allowing you to efficiently repeat a historic order from a previous client. This would work great for us as tree surgeons as we often re-visit sites year after year t...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

KashFlow integration with Payleven Card Processing.

KashFlow currently integrates with various Card Processing sites. Please add integration with Payleven.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Balance report

When an aged debtor report is run it does not include, and there is no report available which does include, all customers and there balances. We require to view customer details along with their current balance whether it is in credit, overdue or ...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged