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IRIS KashFlow

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It would be useful if the search function displayed as per the invoice screens (https://app.kashflow.com/#invoices) rather than the limited display currently show, i.e. dates, payment status etc or you can search from within that section. Often yo...
Guest about 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Bulk Request GoCardless DD's

Currently if you wish to collect a payment for an invoice via GoCardless, you have to enter each invoice and after several clicks it is done. This is extremely time consuming and a waste of time. If each customer could have a list of payment metho...
Paul Berry about 7 years ago in IRIS KashFlow / Payments 0 Acknowledged

Ability to print project reports with profitability between two dates

At the moment the Global Project Report is for all time. It is not possible to print a summary report, of all projects by profitability between two dates. This is necessary for year end accounting and provisioning
Giles Elliott about 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

use ISO 8601 date format yyyy-mm-dd

Have an option to use ISO 8601 date format such as: yyyy-mm-dd Have this available for quote/invoice file naming to allow for correct natural sorting
David Evans about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Better layout / design on customer facing card payment page

Hi, One of your own statements is:- "We strive to remain customer centric, execution focussed and innovative in everything we do" The standard credit/debit card payment page that a potential customer faces looks wholly unprofessional including the...
Joe Allen about 7 years ago in IRIS KashFlow / Payments 0 Acknowledged

Add filter functionality to Quotes

I would like the possibility to show only quotes sent, won, lost etc.
Katrina Boydon about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Go Cardless Statement & Reconciliation of receipts

It is not consistent to show invoices as paid at the same time as a Go Cardless request is made. Even with a recurring mandate there is at least 5 working days before money is received and there doesn't seem to be any way of confirming how money p...
Guest about 7 years ago in IRIS KashFlow / Payments 0 Acknowledged

Text formatting

So you can type parts of comments or line information in bold, italic, underlined and strike through, or colour to the text. As a tradesman I have to put a lot of detail in the comments box but only one price on the quote/invoice. Would make it a ...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Read only user accounts

No description provided
Nick Robinson about 7 years ago in IRIS KashFlow / Other 1 Acknowledged

Search Box for ALL Users

I have 3 additional users on my account who need to be able to find invoices without using invoice numbers yet they don't have a search box option. It is proving to be extremely frustrating for them and me as I am having to search for things for ...
Guest over 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged