IRIS KashFlow

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MARKING INDIVIDUAL ITEMS ON AN INVOICE AS PAID / UNPAID

Hi The nature of our business is such that we produce a monthly invoice to our customers detailing numerous items. The nature of the payments being made is such that they can be at varying times and sometimes completely missed and have to be chase...

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

1 VOTE

Mobile App International Access

Not all your customers are based in the UK. It would be nice to have access to the app in the app store (Google and iTunes) with an account registered outside the UK. (Currently only UK users have access to the app..)

Salem de Bezenac over 7 years ago in IRIS KashFlow / Mobile Apps 0 Will not implement

1 VOTE

Sales Order Report Export

There is already a sales order report in https://app.kashflow.com/#reports/quotes. Can we get a download CSV button please to be be able to sort and filter etc.

Rodger Random over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Quote category on customer screen

It would be useful to have access to the quote category menu on the customer invoices, statements screen to give further information for the quotes at a glance. This will allow users to see from this screen which quotes were won or lost.

Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

1 VOTE

Individual SMTP email settings for each additional user

Could there be a feature where we set up individual SMTP email setting for every user? That way each of the staff could email quotations or purchase orders directly from the own email account and receive replies back directly to themselves rather ...

Guest over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

Show more details on search

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 over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

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 over 7 years ago in IRIS KashFlow / Payments 0 Acknowledged

1 VOTE

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 over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

1 VOTE

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

1 VOTE

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 over 7 years ago in IRIS KashFlow / Payments 0 Acknowledged

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