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Record CIS Certificate received on each invoice

I would like to be able to somehow add that we have received a CIS certifcate from the customer we have invoiced. We have to send our invoice with the CIS dedcuction on it, it would be good to be able to go into each invoice, and tick a box maybe,...

Carey Hall over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Add a trigger to enable Zapier to recognise a new invoice

I have been using Kashflow since 2014 and it is the centre point of my company management system. Whenever I receive a new order, it is immediately placed into Kashflow as an invoice. I am trialling Zapier as a means to help automate as much of my...

Guest over 3 years ago in IRIS KashFlow / Partner Apps 0 New

2 VOTE

Enhance Search functionality with filters

The search functionality is excellent. However, it would be nice to narrow it down sometimes with filter options around dates, invoice amount, and other parameters.

Katrina Boydon over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

2 VOTE

Have ability to file quotes so they disappear from list regardless of status

My quotes list gets longer and longer. Even closed quotes still appear in the list. Plus some quotes have a very long lead time and they don't need to be in the list. I would like them to remain associated in the customer record, of course. So, pe...

Katrina Boydon over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

2 VOTE

Allow customers to be sorted by date added and not only alphabetically

I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.

Katrina Boydon over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Consider bank transfer on the Unreconciled Bank Transaction Report

If the bank transfer has been reconciled then do not include on the report, if it hasn't been reconciled then include on the report.

Natasha Chryssafi over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

When creating a new rule within the Bank Feed provide more criteria for transaction selection

Currently when creating a new rule in the Bank Feed area, I can only search for transactions by text. I would like to be able to search for transactions to create a rule using other criteria such as the Amount of the transactions being equal to or...

Michelle Bennett almost 4 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

Allow a Project to be added to an Expense

Because users might want to report on Expenses within a project and right now we have to key a full Purchase invoice in order to allocate a project to a purchase which takes much longer to key.

Michelle Bennett almost 4 years ago in IRIS KashFlow / Purchases 0 New

1 VOTE

List bank rules in order of last used

Some bank rules pages can become quite large. To speed up the page it would be helpful to know which rules are no longer being used so that they can be deleted.

Dominic Pascal almost 4 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

Sort Categories on quotes page

When you select manage categories on the quote page it would be good if you could sort them. i manage them by year so it would be good at year end to rename and then add won and lost again at the top

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

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