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KashFlow Ideas

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IRIS KashFlow

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Reinstating one-click link from Dashboard's "Money Owed To You" to ALL outstanding price/customer information

Not so long ago, in the lowest Kashflow price bracket, it was possible to obtain all the customer information directly from "Money Owed To You" on the Dashboard. I now find that I am unable to see all clients, maybe only those which are newest, ev...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

See who you have paid when you enter a batch payment

On the bank summary - it would be very useful to see who you are paying for batch payments or where monies have come from for batch receipts.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

keyboard shortcuts

I'm working on a laptop. It would be useful to have keyboard shortcuts for things like Edit, Save, Add Pament.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

font size

When we entering invoice or any data, font size are too small to see.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

payments made can be emailed as a list not just individualy

Show ''payments made'' as a list...not individualy......when I send out an invoice they say ''I paid you''...yes I say but not the full amount so then I have to resend a separate receipt for all the payments they have made individually, asking the...
maria hazell about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

List number of total orders next to customer name on the summary page

The ability to mark customers as repeat customers (or list the total number of previous orders) so you can see who they are from the list of customer page, rather than selecting a customer and then looking through their invoices. You can see who...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Search tool / quote title in list view

We would love to be able to search Quote, Invoices and Receipts for key words (for example "DVD", "POS", "signage"). We have multiple jobs for the same client and we have to use a whiteboard on the wall in the studio to cross reference a Quote # w...
Dan about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

Add secondary pricing i.e. GB£ / US$ / EU€

It will aid smoother and quicker international business transactions and eliminate human error when amending pricing.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Change of default focus on Supplier screen to the Supplier Search box

All users, as this change would automatcally allow users to start typing the suppliers name without needing to use the mouse or tab key
Guest about 8 years ago in IRIS KashFlow / Suppliers 0 Will not implement

Integrate with Payleven Card Reader

It would make recording Payleven payments much easier. All Payleven + Kashflow users would benefit.
Guest about 8 years ago in IRIS KashFlow / Payments 0 Acknowledged