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My Ideas: IRIS KashFlow

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Reports For Quotes Facility

We use quotes but do not for operational reasons convert quotes to invoices via Kashflow. It would be helpful if reports could be produced from Quotes showing all quotes that have not yet been invoiced and indeed all quotes in a certain category i...
Guest almost 7 years ago in IRIS KashFlow / Reports 1 Future Consideration

Add a function to include the source reference for projects not just customers

Currently Kashlfow allows a 'source' to be identified for customers, which can be useful, however I would find it more beneficial to have the ability to allocate a source to a project as well. This would allow for a finer grain of detail when anal...
Guest about 7 years ago in IRIS KashFlow / Projects 0 Future Consideration

consider importing invoices flagged as "unpaid" in WHCMS as well with the integration module, only paid currently imported.

Please consider importing invoices currently flagged as "unpaid" from WHCMS into Kashflow as well with the current version of integration module. Currently only paid invoices are imported.and the benefit of seeing "money owed" in the Kashflow Acco...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 4 Future Consideration

Delivery Notes for Partial Shipments

At present it is not possible to generate a delivery note for part of an order without copying the invoice, deleting the bits that aren't shipping at that time then deleting the invoice. What is needed is the ability to specify quantities of each ...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Future Consideration
631 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 8 years ago in IRIS KashFlow / Uncategorised 27 Future Consideration
675 VOTE

Multi Currency Bank Accounts

No description provided
Guest over 8 years ago in IRIS KashFlow / Bank 83 Future Consideration