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IRIS KashFlow

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To add a clock button to accept a quote

when a quote is sent it would be good to accept a click button for the customer to accept the quote
Anonymous about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Choose if a field is mandatory in customer profile

I would like to make email addresses mandatory in customer profile so staff can’t add a customer without an email adreess.
Anonymous about 3 years ago in IRIS KashFlow / Customers 0 New

Add checkboxes to invoices

it was be useful to customise some check boxes at the bottom of an invoice. Ur - order in progress, order collected etc
Anonymous about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

To reverse the view of reconciliations

When we reconcile - after clicking on 'Reconcile' the page displays all the previous reconciliations. The oldest ones being displayed on the top page. I think it would be much more useful to have the latest on Page 1. Could the order be reversed?
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Additional Users - Project Only

We have administration staff who need to set up projects, but not have access to the other information on Kashflow. Please could you make this possible.
Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Can you put the date of when the invoice was paid on the invoice?

When you print the invoice off, it has a big red PAID but no date so i keep having to log back into the system to manually write the dates they were paid down.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 2

CIS Split

It would be very helpful (for customers in particular) to have a summary at the bottom of an invoice of the total labour costs and total material costs within that invoice. Although Kashflow does calculate the CIS, when an invoice is considerably ...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Lock out banks

We use multiple banks in Kashflow and need to hide some of them from some of the staff.
Gary BATTEN over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

be able to add another field to the invoices ie Job Number

to be able to search
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 Future Consideration

Multiple Budgets On Projects

We have a projects that use 3 or more pots of budget for billing and expenses. Please could there be a solution to integrate split budgets in to the projects. This would help immensely as currently we use several spreadsheets to do this job.
Jonny Shire over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged