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Make phonecalls from mobile app

Hi - The Kashflow mobile app is actually quite good but has one stunning ommission which is that when you look up customer details in their profile you cannot simply click on the phone number to call them - its a real 'ooops!' moment for a mobile ...

Rob Smith over 6 years ago in IRIS KashFlow / Mobile Apps 0

2 VOTE

Can we add onto the system to remove all prices so i can give this to my engineers

remove prices o the quotes so I ca give this to my engineers to take onto site

Guest over 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

2 VOTE

add invoices to projects

It would be much easier if there was a way to assign a transaction when reconciling through bank feeds, to a project straight away. rather than reconciling then finding the purchase under a supplier and then assigning to project.

Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

2 VOTE

Warning! Bank Feed Is Not Reliable

We have wasted countless days/weeks/months trying to fix problems that bank feed has caused by its automatic matching algorithm after discovering it was mis-allocating or hadn't allocated even when we told it to or showed something as matched when...

Rob Smith over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

search purchases by amount?

to be able to search purchases by amount - aids reconciliation

Guest over 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

2 VOTE

Add a "Pay Now" button to Quotes

Is it possible to get the "Pay Now" button inserted into the "Quotes" email sent to customers please. This way we don't have to issue a quote, then issue an invoice - they could just pay off the "quote" and Kashflow can change the quote to a paid ...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Add fields

Hello, I have a client that owns an auto service. He asked me how can he add some fields to be completed on the Invoices and I've sent an e-mail to customer services and they told me to give you the idea here. He requires some fields like 'registr...

Express AccounTax over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

Ability to view log on details of Kashflow Account - Security Issue

I have been told by support that it is not possible to view log on/transaction/log out details of access to your Kashflow account.I feel this is extremely necessary from a security point of view. As an Admin User I should be able to log in my Kash...

Guest over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

1 VOTE

Additional template for estimate

Currently we only have 2 templates 1 for quote and 1 for invoice, we currently need to change the quote template to estimate template to send to our customers, this is time consuming for a business. Can we have the option to make more templates.

Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

When entering "Add Payment" the date is automatically copied from the "Issued Date" to save time entering payments.

It would simply save time entering the payments, which I do at the end of each month. Therefore any receipts from parking, for example, dated 25/09/2018 must be entered under the "Issued Date". When I then click "Add Payment" I then have to re-ent...

Guest over 6 years ago in IRIS KashFlow / Payments 0 Acknowledged

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