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Add filter functionality to Quotes

I would like the possibility to show only quotes sent, won, lost etc.
Katrina Boydon about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Go Cardless Statement & Reconciliation of receipts

It is not consistent to show invoices as paid at the same time as a Go Cardless request is made. Even with a recurring mandate there is at least 5 working days before money is received and there doesn't seem to be any way of confirming how money p...
Guest about 7 years ago in IRIS KashFlow / Payments 0 Acknowledged

Text formatting

So you can type parts of comments or line information in bold, italic, underlined and strike through, or colour to the text. As a tradesman I have to put a lot of detail in the comments box but only one price on the quote/invoice. Would make it a ...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Read only user accounts

No description provided
Nick Robinson about 7 years ago in IRIS KashFlow / Other 1 Acknowledged

Search Box for ALL Users

I have 3 additional users on my account who need to be able to find invoices without using invoice numbers yet they don't have a search box option. It is proving to be extremely frustrating for them and me as I am having to search for things for ...
Guest about 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

The ability to e mail all customers at once of a change or new product

If we change say our bank account details or we have a new product in our goods list I think it would be helpful if we could do an e mail and BCC all our customers so they are all aware of the update. Please can this be adopted.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Showing invoices in EURO in Purchases & stats

Some of my invoices are in Euro. When going to list of invoices it is shown ONLY in £. Would be very useful to have a column of actual currency instead of going to every single one to find out how much euro I have to pay to my supplier.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Enter SKU For Product Lookup In Pro-Forma Invoices

Previously, I could input an SKU into the 'Product' field of an added Line Item and either the product or variants thereof would appear in a dropdown list. This function has now disappeared and it frankly takes much more time to build an invoice.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Including more information on Invoices

I sell plastic book covers for school text books. Purchases are made according to the grade of the student. Grade 1, Grade 2 etc. I would like to enter the information on the invoice to include the Grade, so that, if I need to get a summary of all...
Guest over 7 years ago in IRIS KashFlow 1 Will not implement

Commission payments calculated as percentage of invoice value and displayed on invoice

I have a requirement to display Commission payments and agency fees on Invoices which are percentages of the lotal invoice values. Currently this is all calculated separately and added in to the invoice. Is it possible to add the capability to Kas...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged