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IRIS KashFlow

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Adding products to quote & invoices

To add products it would be very helpful to have an overview of our products when 'Add line item' button is clicked and to be able to scroll down them to select the product the customer has ordered.
Kevin O'Neill over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Would is be possible to add another field with a pop up calander so you can add a date after an item so it that will displayed on the invoice ?

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Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Detail breakdown of Global Project report

A line by line nominal breakdown of the global project report
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

Products & Services

Products and Services are what business is about. These should be viewable at the touch of a button. A button should be available on the LHS 'Products & Services' to view and edit. As a new user learning the system it takes at least three butt...
Guest over 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

invoice income report

I think it would be useful to be able to run a report showing the months of the year and what money is due to be paid in each month so we can do cashflow forcasting. I have some clinets on 30days, some on 60 days payment terms. And with lots of in...
Peter Oram about 5 years ago in IRIS KashFlow / Reports 0 New

Reinstate vCards import for Mac.

I use this option daily for multiple customers from Mac. There are of course workarounds to create CSV files but it's another job that was handled nicely previously.
Mark Woodward over 7 years ago in IRIS KashFlow / Customers 3 Will not implement

Add % increase to links

As Stripe for example takes a fee of 1.5% + 20p for each UK transactions, I reccomend to add a feature where anyone who chooses to pay via the link on the invoice will then have to pay a fee to cover losses for businesses.
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Remove archived bank accounts from dashboard

The dashboard is intended to give you a quick overview of where you stand but its currently quite crowded. Is there a way to remove archived bank accounts from dashboard so we're not wading through accounts that are not needed anymore? It would ne...
Guest over 7 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

Ability To Select Contact When Sending Invoices/Quotes/Purchases/Statements etc

So the new multiple contact implementation is active now, and it leaves a lot to be desired. Currently you can add multiple contacts to a customer or supplier and mark if each contact should receive invoices/purchases (which apparently also applie...
Guest over 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

On a customer tab, be able to select a few invoices for download

At the moment if i want to download a few invoices from 1 customer, I have to go to the invoice page and find the invoices I want to download (which is not easy) and select them and then they all get downloaded on a single PDF. It should be possib...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged