IRIS KashFlow

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Change to dropbox integration

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...

Alan Moore almost 8 years ago in IRIS KashFlow / Partner Apps 1

2 VOTE

Produce a packing slip from Quote

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...

Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Total value of quotes under catagories/flags

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...

Guest almost 8 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

2 VOTE

Reports to view revenue by Account Manager

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 ...

Guest almost 8 years ago in IRIS KashFlow / Reports 1 Acknowledged

2 VOTE

Link a subcontractor (supplier) to a customer

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...

Guest almost 8 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

1 VOTE

Report to check Purchase invoices are all assigned to projects correctly.

if Purchase invoice isn't allocated to projects in error this can affect costings for projects, a report that can be ran monthly would eliminate any errors. Maybe add Project column to purchases as don't need to print report, a visual check would ...

Guest almost 4 years ago in IRIS KashFlow / Projects 0 New

1 VOTE

Moving the 'notes & files' field on customer accounts to the top of the page, so notes are more visible to the eye.

Moving the notes field on customer accounts from the bottom of the page to the top under transactions. We would find it useful as notes on individual client accounts are always being missed due to them not being very visible.

Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Adding a reference to invoices

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.

Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

raising a Proforma invoice without having to raise a quote

we do not always raise a quote as we have price list but do need to raise a proforma invoice before going ahead with the order

Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

A way to associate imported PayPal purchases with invoices

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...

Guest almost 8 years ago in IRIS KashFlow / Partner Apps 1 Acknowledged

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