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SUBMIT IDEA

IRIS KashFlow

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Invoice "save and create new" button

I tend to enter invoices in batches, not necessarily on today's date. I enter the invoice - save Then I need to check - Invoice - Create to get to new invoice and date has been reset to current date. A "Save & New" button, keeping the currentl...
Guest about 8 years ago in IRIS KashFlow 2 Already exists

Telephone Support

This speaks for itself. We live in a service orientated world and hiding behind a web site is not great customer service. Your support system works but there are often times when it's very frustrating and a conversation would resolve an issue much...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Quote & Invoice search function

Quote & Invoice search function should search via product code and snippets of product description rather than full long tail.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

Activity Reports

Please can you revert the activity report to how it was! The breakdown can be seen on the audit trail, but what the report has provided for years is a list of all the invoices raised over a period. A report which was pivotal for our company. Pleas...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Already exists

Customer telephone and email details on quotes and invoices

To increase productivity
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

Software remembers frequently used settings

I always want to view unpaid invoices and all of them. But every time I go to the page I have to change the settings as it shows 10 and all invoices as default. If I'm going in and out of the page all day it is a pain. I know that on some pages it...
Guest about 8 years ago in IRIS KashFlow / Other 2 Already exists

Audit Trail

A better audit trail so that you can see who has made changes. When working in an accounting practice we have noticed that a client can manipulate the accounts using their login details, however the audit trail will not show what user made the cha...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

New Sage Migration Tool

We would like to offer the ability to migrate directly from Sage onto KashFlow, without the need to export data into CSV and import manually
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

Add the payment option 'bank transaction'

In Kashflow you can specify the payment method when you record a purchase. The choices are, credit card, debit card, cheque and ‘other'. However, you can’t specify ‘bank transfer’. There is only the catch-all category called ‘other’. I was just re...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

Invoice/Quote Number within Email Subject line

Automatic reference number inserted into the email subject line.Whether its a Invlice, Quote, Purchase Order. When the customer replies to an email, currently there is no way of quickly seeing which email they are responding to. Especially difficu...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists