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IRIS KashFlow

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Individual SMTP email settings for each additional user

Could there be a feature where we set up individual SMTP email setting for every user? That way each of the staff could email quotations or purchase orders directly from the own email account and receive replies back directly to themselves rather ...
Guest about 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Show more details on search

It would be useful if the search function displayed as per the invoice screens (https://app.kashflow.com/#invoices) rather than the limited display currently show, i.e. dates, payment status etc or you can search from within that section. Often yo...
Guest about 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Bulk Request GoCardless DD's

Currently if you wish to collect a payment for an invoice via GoCardless, you have to enter each invoice and after several clicks it is done. This is extremely time consuming and a waste of time. If each customer could have a list of payment metho...
Paul Berry about 7 years ago in IRIS KashFlow / Payments 0 Acknowledged

Ability to print project reports with profitability between two dates

At the moment the Global Project Report is for all time. It is not possible to print a summary report, of all projects by profitability between two dates. This is necessary for year end accounting and provisioning
Giles Elliott about 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Better layout / design on customer facing card payment page

Hi, One of your own statements is:- "We strive to remain customer centric, execution focussed and innovative in everything we do" The standard credit/debit card payment page that a potential customer faces looks wholly unprofessional including the...
Joe Allen about 7 years ago in IRIS KashFlow / Payments 0 Acknowledged

Add filter functionality to Quotes

I would like the possibility to show only quotes sent, won, lost etc.
Katrina Boydon about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Go Cardless Statement & Reconciliation of receipts

It is not consistent to show invoices as paid at the same time as a Go Cardless request is made. Even with a recurring mandate there is at least 5 working days before money is received and there doesn't seem to be any way of confirming how money p...
Guest about 7 years ago in IRIS KashFlow / Payments 0 Acknowledged

Read only user accounts

No description provided
Nick Robinson about 7 years ago in IRIS KashFlow / Other 1 Acknowledged

Search Box for ALL Users

I have 3 additional users on my account who need to be able to find invoices without using invoice numbers yet they don't have a search box option. It is proving to be extremely frustrating for them and me as I am having to search for things for ...
Guest over 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Showing invoices in EURO in Purchases & stats

Some of my invoices are in Euro. When going to list of invoices it is shown ONLY in £. Would be very useful to have a column of actual currency instead of going to every single one to find out how much euro I have to pay to my supplier.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged