IRIS KashFlow

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Ability to set a number of discount percentages for customers.

Some businesses offer a range of discount percentages, maybe a step-up discount scheme where a discount is 2% for orders over £100 and 4% for orders over £200 etc. It would be useful if a user were able to select a discount percentage while creat...

Gethin Davies about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Fully fetailed profit @ loss showing each lind item fif sll eentries as possibld with quickbooks

able fully see all entries making up p&l

Guest about 6 years ago in IRIS KashFlow 0 Acknowledged

2 VOTE

Statement adds all outstanding Invoices automatically

When you send a statement, people sometimes respond saying that they have not received the invoice.

Ayshea Hay about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Drag & Drop documents to invoice & receipts.

It would be amazing if you could drag & drop multiple documents into each invoice/purchase.. rather than having to click the browse, navigate to the folder and upload one at a time...

Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Phased balance sheet like p&l phased

No description provided

Guest about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

2 VOTE

Quote Reporting - to mirror "Unpaid Invoice" Report

The unpaid invoice report is very useful for credit control as it displays all notes made against the invoice in date order. The same information for quotes would be very useful in following up. To be able to see when the notes for all quotes se...

Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Multiple subscription payment methods

I would find been able to pay using paypal direct debit really useful, rather than using my credit card.

Guest about 6 years ago in IRIS KashFlow / Other 0 Acknowledged

2 VOTE

Send bulk emails to customers from within Kashflow

We are finding it time consuming having to click on individual customers to send a group notification eg a price increase etc. Being able to select all or a large selection of customers at once, then send one email to them would save us so much ti...

lisa bartup about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Expand the ability of Projects so we can add Individual budgets/targets by nominal codes

Please can you add the facility to enter budgets by the projects nominal codes, an overall figure doesn't give us the detail we need to see if we are under or overspending on a nominal code. For Example budget for roof materials and labour, separa...

Guest about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

2 VOTE

Reports

Being able to download reports from the system when moving to another software package (because Kashflow is no longer adequate) Our client has been unable to download transactions assigned to a project. Instead, our client has to pay £15+VAT ...

Guest about 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

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