Help us improve

1 Vote

Reduce the width of 'Disallowed' and 'Vat rate' columns

I've noticed that an extra column has been added to invoices and purchases orders, headed 'Disallowed'. Kashflow has explained the reason for the addition of 'Disallowed' but this column, along with the 'VAT rate' column are unusually wide in comp...

Created 1 Dec 11:47am by Guest

IRIS KashFlow / Uncategorised

0 New
671 Vote

Multi Currency Bank Accounts

No description provided

Created 10 Jan 09:09am by Guest

IRIS KashFlow / Bank

80 Future Consideration
627 Vote

Customer Portal

Allow customers to "login" and see their invoices/statements/payments as a "self service" - they can login and see their outstanding invoices (with payment links), download historic invoices, and see statements etc...

Created 10 Jan 09:09am by Guest

IRIS KashFlow / Uncategorised

27 Future Consideration
1 Vote

Pre fill information under calculation tab

The heading on the invoices I send are: Sales Code Product Calculation Description Rate Total Disallowed Can I prefill the information under the Calculation tab in settings to avoid inputting it each time a new invoice is required?

Created 30 Nov 03:12pm by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
1 Vote

Dividends - showing on P&L

It would be useful is you set up a separate section for dividends, may be "distribution of profit* so they come after net profit and not part of it, but so they get cleared to accumulated reserves when year end is run

Created 29 Nov 10:09am by Guest

IRIS KashFlow Connect / Reporting

0 New
1 Vote

Journals - copy journal function

Whilst journal templates are useful they are time consuming, much easier to just copy a journal and amend like in Freeagent.

Created 29 Nov 10:05am by Guest

IRIS KashFlow Connect / Clients

1 New
3 Vote

Add a photo to a customer profile

We are a gas heating and plumbing business. It would be really handy if we could attach a photo of a customers boiler to the relevant customer record in order that we can see the boiler/set up for that particular customer should they phone for adv...

Created 17 Nov 02:13pm by Guest

IRIS KashFlow / Customers

1 Acknowledged
1 Vote

Subtotals on Sales Invoices

Is it possible to put subtotals in sales invoices? For one of our clients they want items grouped together before the final total, like this: AC assessment 1 AC Assessment 2 AC Assessment 3 Total AC Assessment 6 DIS 7 DIS 8 Total DIS 15 Total Sale...

Created 28 Nov 03:05pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Create a proforma invoice

Is it possible to be able to create proforma invoices? At present we have to rename quotes to "Proforma" which takes a lot of time and extra effort, it would be easier to tweak the software to enable this function, this is a daily occurrence so ho...

Created 28 Nov 02:17pm by Guest

IRIS KashFlow / Uncategorised

0 New
1 Vote

is there an option for Purchase Quotes

Please can you add an option for Purchase Quotes as we need to send lists of goods required for a quote from our suppliers. All we can see are Purchase orders which is a completely different thing?

Created 28 Nov 01:07pm by Guest

IRIS KashFlow / Purchases

0 New