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To be able to print a list of quotes out

It would be useful to print a list of quotes out (say by date span) with minimal details, customer name, product amount etc so you can follow them up easier or give to your sales person to follow up.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Profit and Loss Report

It would be a great idea in the profit and loss section to show a break down of each entry instead of clicking on each entry and printing everything separately.
Guest almost 8 years ago in IRIS KashFlow / Reports 1 Already exists

COL HEADER and COL CLASS for Project Name

Is there any way I could get a COL Class and Header for Project Name so that I can show it in line items on invoices and quotes in a custom template? Or is there a workaround for this please? Kind regards John Laker
John Laker almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Allow Different Font In E-mail Sent By Kashflow

It would be useful to be able to change the font in e-mail sent by Kashflow. It presently uses Time New Roman, which makes it look very dated. It would be good to have the option to change it to a font with a more modern appearance, which would ti...
Guest almost 8 years ago in IRIS KashFlow / Other 2 Already exists

Add frequently used buttons (add invoice, add purchase etc) along top bar so always available

Hi Would it be possible to add some frequently used buttons along the top line? For example create invoice, create purchase? I find it time consuming to go click back two steps after creating an item in order to create another.I realise that not e...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Monthly income reports for Quotes

I would like to see a report available for Quotes before they get generated to invoices so my business can track monthly income on potential orders as alot of my orders dont get turned into invoices til much later on.It's important to keep track o...
Guest almost 8 years ago in IRIS KashFlow / Reports 2 Already exists

Improved client and supplier search when entering invoices/purchases

Currently, when entering invoices, the 'customer' field allows you to start entering the customer name.... and as you do, it presents the customer names meeting what you have entered. The problem with the current search is it is not able to find c...
Peter almost 8 years ago in IRIS KashFlow / Customers 2 Already exists

year end

I was wondering if there could be an area created to move all information from a previous year end and store it so it wasn't showing on the current dash boards, therefore when you look at your dashboard you can immediately see any incoming or out ...
Guest about 8 years ago in IRIS KashFlow / Dashboard 1 Already exists

Terms - Set terms to "end of this month" and/or "end of next month" instead of "x days".

Set a customers terms to "end of this month" and/or "end of next month" instead of "x days".
Guest about 8 years ago in IRIS KashFlow / Customers 2 Already exists

The ability to automate the sending of invoices via email

I like the re-occuring invoice generation feature however I have clients that we do set jobs for on a weekly/monthly basis. I am able to set up re-occuring invoices for this but I would like the ability for Kashflow to email the invoice to the cli...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists