IRIS KashFlow

Any individual entity with more than one Kashflow account. will benefit from this. Currently Kashflow creates a dropbox folder Apps>kashflow. If you have 2 or more kashflow accounts all files will still be stored in the one folder and therefore...

In order to create a packing slip, a quote must first be converted into an invoice. This instantly gets added to our creditors list which would be fine if we were a retail outlet, however, we use the packing slip as a substitute for a job sheet an...

Invoices queried via your API do not yet all return a last modified date, which makes it hard to track changes to invoices. Having a field like a last modified date against all items that often get modified would be very useful.

It would be usefull to see the total value of quotes sent or pending a customer decision and total value of quotes won or lost etc. In other words you would be able to see the total value of quotes under a specific category/flag so that you can tr...

In a lot of businesses Account Managers are paid bonuses for how much revenue they bring into the company. There is a field in KashFlow that allows us to add the Account Manager to the client account but this doesn't allow us to run a report that ...

I'm an agent matching subcontractors to customers for projects - there's currently no way to automatically link subs automatically to their customers. This means I have to create all the records manually through projects. I'd like to be able to ch...

An addition of a Reference for each invoice means you don't need to click on invoices individually to find out what they were for.

Hi, I was quite surprised this wasn't already a feature. I spoke to support, and they have told me as such Basically, the idea is that when you are importing "purchases" from PayPal into your account, you get the option to CREATE a new purchase, b...

Why does KashFlow not offer the option to pay for a full 12 months subscription in advance - with a suitable discount being applied, rather than just the ongoing Monthly subscriptions at present? Or even better, to reward your many loyal subscribe...