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SUBMIT IDEA

My Ideas

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To have the ability to view previously sent statements and invoices. Also when customer replies to an invoice to show the invoice no.

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Anonymous over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

ease of checking paid invoices - -1 screen view

Currently if I am checking a bunch of invoices to see if they are paid. You have to search the invoice number -- then the invoice appears with the customer name to the right but you have to click into it again to see if it's paid or unpaid. I k...
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Ability to report on quantity purchased

Currently there is no way of reporting on quantity purchased. Need a report to display (for a selected supplier) invoices line by line detailing quantity, amount per unit and cost.
Jason Everitt almost 9 years ago in IRIS KashFlow / Reports 1 Acknowledged

Increase number of failed log-in attempts from ONE before locking account

Dear Kashflow Why do you have such a low threshold for locking the account and requiring password reset? I got one digit wrong in the memorable word and it said, "We've detected a number of failed login attempts to your KashFlow account. As a resu...
Nicky McGregor over 4 years ago in IRIS KashFlow / Uncategorised 0 New

Attach scan of actual invoice to purchase invoices

We currently scan all our incoming invoices to an online document management system. It would be very useful in Kashflow to able to attach a .pdf file to purchase invoices and maybe receipts, etc to cash payments so that they can be instantly open...
Nick Robinson almost 9 years ago in IRIS KashFlow / Purchases 1 Already exists

To have a separate login for when someone covers me whilst I'm on holiday or for the owner to have their own access

It would mean that I am not sharing my login details with anyone else but they can still view the payroll as necessary. You could make sure the main person has given authority for this to happen.
Guest almost 9 years ago in KashFlow Payroll 0 New

Display recipients email address on PDF theme Invoice

Since its now 2021 and most people have an email address. Surely it's time to have an email address displayed on the PDF Invoice? We are able to add in a telephone/mobile number (via the HTML coding) if you know what your doing!
Debra Woodward over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Email templates- spacing between paragraph

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Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to put Invoices on hold

We have a number of wholesale customers who place orders then due to budgeting, or other considerations need to put their order on hold. It would be great if we could put an invoice on hold rather than delete it. The monies showing as on hold and ...
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Repeat Invoices - Add in Frequency of years

I have several invoices that are billed bi annually or every three years and it would be great if there was an option under Frequency to check the number of years. I use the days function but every year will always be a different day.
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New