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To be able to view emails sent through Kashflow

Sometimes when sending emails through Kashflow we send a detailed message we don't always remember to Bcc ourselves in, it would be useful to view these sent messages.
Sarah Parrin almost 6 years ago in IRIS KashFlow / Other 1 Acknowledged

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 almost 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 almost 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 almost 3 years ago in IRIS KashFlow / Payments 0 New

DO NOT LOG OUT automatically

Having worked for hours on quotes previously from time to time even after ticking the do not log out button on sign in I have found that my work is all lost. I propose either an auto save before log out function or a do not log out (Under any circ...
Guest almost 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Enable inclusion of images to a quote or invoice

When providing a quotation or invoice the ability to include images would be a great help. This can show before and after of completed jobs or other information. An additional ability to be able to add an attachment to the invoice or quote when su...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Having attended a site would it be possible to generate a document (Test Certificate for example)

Would it be possible for Kashflow to generate a document based on the details on the invoice which we could send to clients. In our case we would call it a Test Certificate - Thus eliminating having to raise a document externally and repeat enteri...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

SOME DECENT TEMPLATES FOR INVOICES PLEASE

The standard templates on Kashflow are really poor and there needs to be: 1) A selection of property designed templates available. 2) An editor that doesn't need HTML and CSS skills to edit. Running a graphic and web design company, I have these ...
Guest almost 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Customer able to pay a Quote / Proforma that then converts to invocei automaticlly

This would be great to make a quote, email to customer, they can click and pay online which converts direct to an invoice. We quite often quote, then create invoice, send to customer and they don't pay, so we then have to make a credit for the non...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Capture purchase invoice details & upload

This is a facility offered by many other providers as a basic feature. The only way of adding it to Kashflow is by paying through a 3rd party making it too costly. This will save alot of time entering purchase invoice details and saves having to k...
Guest almost 3 years ago in IRIS KashFlow / Purchases 0 New