IRIS KashFlow

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Ability to edit the statement template to change item description field displayed

I have been advised by Support that it is not possible to edit the layout of your default Statement template, or to create a new statement 'Theme' as one can do with invoices and quotes. The standard template includes a field for 'Purchase Order',...

Russell Sim over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Add Description defaults to the comment's dropdown menu in Banking

As you can see from the screen grab, some of my comments entered are preloaded when I click on the comment tab. It's really useful as I pay for parking most days and so select from the dropdown without having to keep retyping. If there was a way t...

Guest over 2 years ago in IRIS KashFlow / Bank 0 New

3 VOTE

I think it would be a good idea for Kashflow to automatically save any work being done before it times out!

i run my business as well as do all my invoicing and sometimes get distracted by work issues, yesterday I spent over an hour on one invoice and had a work call just as I was finishing invoice, the call led to some problems I had to sort and I forg...

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

3 VOTE

Can we have the ability to download the quote report as a CSV file?

This would be useful as we currently use quotes as a record of orders not yet despatched as there is no step bewteen quote and invoice. It would be extremely helpful to be able to download this info as a CSV

Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

3 VOTE

Display customer order number on the invoices and stats page

Currently only the invoice number is displayed this makes it difficult when searching for a customer order when the only information you have is their order number.

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

3 VOTE

Invoice Search Bar Improvement

In the invoice module you can only really search for a specific invoice by invoice number - that's great if you have the invoice number to hand or can remember it, but wouldn't it be great if you could search for invoices by customer (I know you c...

Rob Smith over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

Add Pay Online feature to Proformas

Currently proforma customers have to call us up to pay for their order. Adding the Pay Online feature would speed this process up for us without having to send them an invoice before the work has been started.

Guest almost 5 years ago in IRIS KashFlow / Payments 0 New

2 VOTE

New KF: Repeat invoices summaries like legacy KF

How do you know total of what you're billing? New Kf is such a step back from legacy KF!!

Guest almost 5 years ago in IRIS KashFlow 0 New

2 VOTE

Repeat Invoices API

Can you make it so you can CRUD repeat invoices on the KF API please. You'd be +1 on Xero then.

Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Search: Add settings to pick what fields are searched.

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Guest almost 5 years ago in IRIS KashFlow 0 New

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