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KashFlow Ideas

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IRIS KashFlow

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Multiple subscription payment methods

I would find been able to pay using paypal direct debit really useful, rather than using my credit card.
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Send bulk emails to customers from within Kashflow

We are finding it time consuming having to click on individual customers to send a group notification eg a price increase etc. Being able to select all or a large selection of customers at once, then send one email to them would save us so much ti...
lisa bartup over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Expand the ability of Projects so we can add Individual budgets/targets by nominal codes

Please can you add the facility to enter budgets by the projects nominal codes, an overall figure doesn't give us the detail we need to see if we are under or overspending on a nominal code. For Example budget for roof materials and labour, separa...
Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Reports

Being able to download reports from the system when moving to another software package (because Kashflow is no longer adequate) Our client has been unable to download transactions assigned to a project. Instead, our client has to pay £15+VAT ...
Guest over 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Automatic overdue invoice emails

I would like a feature so overdue invoices are sent out automatically after 30 days or whatever timescale I set. And then to automatically send it the final demands etc.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Archiving multiple accounting codes

I think it would be beneficial if it were possible to archive multiple accounting codes. I am needing to change many of our accounting codes, and it is really slow to have to click into each code and archive each one individually.
Guest about 3 years ago in IRIS KashFlow / Other 0 New

please could we have a multiple month profit and loss/balance sheet

a multiple month profit and loss would be so useful and save us so much time. clients want to be able to compare month on month, this is vital for monitoring costs/sales etc. this would save so much time, as it stand we have to populate our own sp...
Guest about 3 years ago in IRIS KashFlow / Reports 0 New

make a button saying NEW BATCH PAYMENT

I do a lot of batch payments of receipts for sales. Each time I have to go back in through the menu and reset the number of items on the page to 100 (this should be retained) and all of this before I can make a second batch payment. As far as I ca...
CEO about 3 years ago in IRIS KashFlow / Payments 0 New

Bank Import - Match against Partially Paid Invoices

I had a problem when I made one payment from my bank account against two invoices - one invoice was already partially paid. Whe match routine ONLY shows the total amount of each invoice you can assign the payments to - so you need to know how much...
Rich Mellor over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

export customer details as vcards

On kashflow you used to be able to export customers details as vcards and i have been informed via support that this feature has been removed as it was not very popular. I would like it to be reinstated as it is very useful feature.
Daniel Plummer over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged