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Allow previous customers access to their accounts Read-only option

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Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

View/Sort purchases into categories

On the purchases page, it would be useful to be able to 'sort' this page by expense categories, If for example, I wanted to see the purchases I'd made that related to 'motor expenses' or 'stationary' or 'subcontracters' - the only way to do this i...
Guest over 5 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Print delivery address label

Print delivery address label from stored info in a customers profile. Should be possible to change font size to suit postage label or pallet label
Guest over 5 years ago in IRIS KashFlow / Customers 1 Acknowledged

Would like the sales agent code included on the activity report.

It would save a persons time having to go into every transaction to find out the code for our monthly sales report.
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Ability to attach Scanned Invoices to purchaces

Ability to attach Scanned Invoices to purchaces
Guest over 5 years ago in IRIS KashFlow / Purchases 0 Acknowledged

To be able to attach a Terms & Conditions document (as a pdf) to quotes

It gives customers all the information they need in one email
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Read only access if you move onto new software

If the company grows and choose to move onto different software read only access to the kashflow account would be incredibly useful for the year end accounts and if any questions crop up in the future.
Guest over 5 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Add 'Last Quarter' button to bank transaction view

As a small business owner I'm always doing my vat return during the month after the end of the quarter. Therefore I thought it would be useful to have a button when viewing my bank account transactions that is for 'last quarter' - there's a button...
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

Show Custom Customer Fields on the main Customer Profile tab

Would it be possible for you to move / show the Custom Customer Fields (https://app.kashflow.com/customer_customFields.asp?custid=-1) on to the main profile page, once they have been defined? For example, if I create a custom field called "Company...
Guest over 5 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Enable option to us same reference for quotations and invoices do avoid duplicate references.

Will avoid duplicating reference numbers for quotations and invoice.
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged