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When a note window opens, do not blank out the former page so severely.

When a note window opens, do not blank out the former page so severely (some blanking but retaining legibility is most desirable). Often I want to refer to invoice numbers and dates in my note and I can no longer see them after the note window is ...
CEO over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

On date fields please add a Today button - particularly in quotes when requiring revalidating

As our sales cycle can take some time, we often need to revalidate quotes more than a month old to hold the price for the customer. It would be helpful to have a today button on the calendar drop down month box so that we just click that for the n...
Guest over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Bank transfers by type

A way to display bank transfers from multiple accounts which have the same type. Either in the bank tab (preferred) or as a report.
Amy over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Extra reference field to appear on purchases

If there is an extra reference field created for purchases, currently we have to go in to edit the purchase to see this field. Ideally there would be an option for this to appear on the main screen for the purchase, and on printed or emailed purch...
Amy over 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Integrate Appointment Booking Apps

Currently can't find any integrated apps where i can schedule/manage appointments (Calendar). Something like Acuity Scheduling software/mindbody etc would be great
Guest over 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Acuity Scheduling

Hi I and several other KF users I work with online scheduling tools for our own clients which in turn needs an invoice. Acuity work with most other cloud accounting software API but not with Kashflow - is it going to be an option soon? It does see...
Guest over 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Add Azerbaijani manat (AZN) to currency list

If you add Azerbaijani manat to the currency list, Azerbaijani clients will be able to use Kashflow too. It is a country with 10 million population
Guest over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Can Sage import please include quotations waiting to be converted to invoices as it currently doesn't

This all has to be manually re-input
Guest over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Bulk change items - e.g. purchase code, supplier etc.

There seems to be no way to make changes in bulk in Kashflow. All items need to be done individually.
Guest over 7 years ago in IRIS KashFlow / Purchases 0 Will not implement

Allow "Automatically email to customer" to be ticked by default on recurring invoices

We frequently find we forget to check "Automatically email to customer" when setting up recurring invoices. For 2 reasons - it's a small option and easy to miss, but primarily it seems obvious that you would want this to happen, therefore you woul...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement