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Quote & Invoice search function

Quote & Invoice search function should search via product code and snippets of product description rather than full long tail.
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Already exists

show net, vat and gross columns on invoice view

more info to hand with less clicks, helps to spot errors ideally would be able to choose columns we can see in invoice summary view
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

be able to use google drive as well as dropbox

No description provided
Guest over 3 years ago in IRIS KashFlow 1 New

'Sales Order' system. At stafe between quotation and invoice.

It would help with 'open order' or 'back order' system. As it stands, we can raise two customer documents – ‘quotation’ and ‘invoice’. We’re finding it difficult to process orders without an in-between stage. We receive many orders which take time...
Guest over 5 years ago in IRIS KashFlow / Customers 1 New

Allowing pop-up reminders when creating invoices/quotes

For example, we have a customer that lives in a remote area so when we make an invoice we would like to be prompted to add a "remote area shipping surcharge".
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow Support Staff to pass on customer ideas

Your customer base spends a lot of time using this software and needs a way to fire off ideas at the time of thinking about them. We tend to think about them when we are struggling with some element of the system. This typically happens (for us on...
Gary Newbrook about 7 years ago in IRIS KashFlow / Uncategorised 0

Verification of invoices received by customers required!

It was suggested that this was a good idea by support and that I add it to Canvas. With the current system, Kashflow sends the customer an email out with a PDF attached. The problem with this is that due to the nature of antiquated email there is ...
Guest over 5 years ago in IRIS KashFlow 2 New

Default VAT code for bank transactions

Have set default VAT codes on nominal codes and although I know this infills when entering a purchase invoice it does not work when entering bank payments as a transaction
Guest about 7 years ago in IRIS KashFlow / Bank 1 Planned

Make country field optional in Customer Profile.

At present it is mandatory to fill in country field on Customer & Supplier profile screen. Our company is located in the UK and 99% of work is within UK thus rendering this field unnecessary in our circumstances. However the country (United Ki...
Guest over 7 years ago in IRIS KashFlow / Customers 0

Only allow subscribed KashFlow users to post ideas

Looking at the "ideas" posted, many are junk advertisements, limiting genuine customers and Kashflow support from being able to review and assess genuine ideas. Can you enforce a login using our subscription credentials before any idea can be posted?
Marcus Cripps over 3 years ago in IRIS KashFlow / Uncategorised 0 New