All ideas

Showing 172

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 over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

1 VOTE

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 over 7 years ago in IRIS KashFlow / Reports 2 Already exists

1 VOTE

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 almost 8 years ago in IRIS KashFlow / Dashboard 1 Already exists

1 VOTE

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 almost 8 years ago in IRIS KashFlow / Customers 2 Already exists

1 VOTE

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 almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

1 VOTE

Pension crosstab report title error on emails

When I download the PENSION crosstab report as an email - it comes titled 'payroll crosstab' and as I already download payroll crosstab reports it is very confusing when searching at a later date - please could your developers rectify this anomaly.

David Reece almost 8 years ago in KashFlow Payroll 1 Already exists

1 VOTE

Search tool / quote title in list view

We would love to be able to search Quote, Invoices and Receipts for key words (for example "DVD", "POS", "signage"). We have multiple jobs for the same client and we have to use a whiteboard on the wall in the studio to cross reference a Quote # w...

Dan almost 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

1 VOTE

Answer Enquiries

When you send an automated Email with a support ticket then it would be a great idea if you followed that up with an answer. I've been waiting two working days now despite a reminder after a day and a half.

Guest almost 8 years ago in IRIS KashFlow / Other / Uncategorised 0 Already exists

1 VOTE

Email response

It would be beneficial to me as well as everybody that sends an email request if you actually responded to it and at least acknowledged it! Would be amazing if you actually actioned it!!

Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

1 VOTE

Batch invoice entries

Having moved from Sage where I had a chance to enter batch purchase and sales invoice, I think it's a feature that Kashflow should add as it is time saving.

Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Please enter your email address

FILTER BY CATEGORY