IRIS KashFlow

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Need Kashflow to search for words or names in all fields of an account

HiIs there any way to search invoices by name other than just number? Also is there any way Kashflow can be made to search more than just the customer contact card for looking up notes etc? For example, we currently have companies who deal with se...

lisa bartup about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Dark/Night Mode for Setting > Display Settings

Please implement a Dark/Night Mode skin within the Display Settings.

Guest about 6 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

Add commencement date completion date columns to global project report.

More and more we're relying on breaking the work we've done into time periods. Specifically for R&D tax credit applications at the moment. It would be useful to be able to pull all projects from a specific tax period for analysis instead of ha...

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

1 VOTE

Allow insert, duplicate and convert item/comment to line item/comment

When building complicated quotes/invoices I often have to drag new line items or comments from the bottom (they're only added at the bottom) to the appropriate place in the invoice. This is frustrating as it often takes several attempts to get it ...

Katrina Boydon about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Only show invoice total

When quoting for work, there may be 6-20 different elements that make up the quotation which then total the quotation amount. However, we only want the customer to view the total amount, but see the breakdown of what is included. Can it be possibl...

Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Copying invoices ability to cancel

Why is it that it is not possible to 'copy' and invoice and then change your mind and cancel it? It always makes the invoice anyway. Please add a delete button or basically the ability to change your mind button after the invoice is copied before ...

CEO about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Automatically send invoices

Need a tick box somewhere to set all paid invoices to auto send an email. Imported paypal sales (in the hundreds) have to be ticked and sent one at a time, or in batches. A waste of time.

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

1 VOTE

Merging of two customer accounts

I've followed the instructions at https://www.kashflow.com/support/kb/merging-customers/ but they do not work. Two of our customers have recently announced a merger into one entity. I need a way of keeping the transaction history for both in one n...

Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Highlight overdue invoices on statements

currently when a statement is produced showing unpaid invoices for a customer there is no way to show whether these invoices are due or past due. It would be helpful if there was an option to have these invoices highlighted in the statement as bei...

Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Please could you add Allied Irish Bank (GB) to the feed as currently it only accepts the Irish bank

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Guest about 6 years ago in IRIS KashFlow 0 Acknowledged

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