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Add option to carry over attachments from a Quote once converted into an Invoice

KashFlow behaviour at the moment is that any files attached to a quote are removed once it is converted to an invoice. I think it would make more sense were there an option for attachments to carry over and remain attached to the resulting invoice...
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2FA that doesn't rely on email codes

Given the importance of the data held in Kashflow, you NEED to implement proper 2FA using an app like Authy or Google Authenticator - and not rely on email which if delayed, causes issues with accessing the system. Thanks
Guest almost 5 years ago in IRIS KashFlow / Uncategorised 0 New

Ability to generate report of actual income and expenditure on each project with net figures.

A the moment we are only able to generate such report with VAT inclusive value which doesn't help when checking P&L for each project.
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

Create report for non project items pelase

I use the Global Project Report to track project sales and costs Could really do with a report which shows items NOT allocated to a project, so a profit and loss for non project items and potentially a line on the global project report for items w...
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

enhanced reporting of projects

At present the only report available is a global report based on active or completed projects. It also shows inc VAT info only - which is very strange. It would make the system much more manageable if a selection criteria was included based upon a...
Guest about 8 years ago in IRIS KashFlow / Projects 2 Acknowledged

Add Virgin Money Icon

Bank accounts. Kashflow, please add a bank icon for Virgin Money. There is already an icon for VM when adding bank feeds but not for the KF bank under Home> Financials. Thank you!
NKB over 1 year ago in IRIS KashFlow / Bank 0 New

Discount Adaptability

Would it be possible to add adaptability to the discounting feature in the invoice module? for example I might want to discount on a per line item basis or on a per invoice basis whereas at present I can only change the customers discount globally...
Rob Smith about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Use icons for quick access to actions on the supplier list

Rather than having a drop down list for two actions (i.e. create purchase invoice, create purchase order), there could be icons instead. This would allow single-click access to more actions in the same on-screen space. see attached mock-up with ic...
Guest over 1 year ago in IRIS KashFlow / Suppliers 0 New

Please add additional fields on purchases and invoices for EORI numbers.

My EU suppliers and customers require my EORI number. For this to happen automatically on purchase orders, quotes, and invoices would save manual entry each time
Guest almost 5 years ago in IRIS KashFlow / Purchases 1 New

Stock to be included on the dashboard

Stock can be a significant asset Dashboard would be more meaningful if stock featured too
Guest almost 5 years ago in IRIS KashFlow / Dashboard 0 New