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3 Vote

Enable document import/export from Microsoft OneDrive.

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Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Add paid date column to invoice overview page

pretty straight forward as the title suggests. Its a real pain to have to go into each invoice to see when it was paid.

Created 10 Jan 09:27 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
3 Vote

We would like to see an option to add renewal dates on our clients account.

We would like a section on our clients account details to add a date when their certificates need to be renewed. There should be a notice sent to us with a 6mth notice on this renewal date.Thanks.

Created 10 Jan 09:27 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Correctly default VAT rate when importing transactions from Bank

When you go to bank feeds > Import and then try and Create a Invoice/Purchase/Transaction the VAT rate should change when you change the Sales or Purchase code. Currently it stays at the default for your organisation.

Created 10 Jan 09:27 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Reminder Letters

Reminder Letters have a set heading, it would be advantageous to be able to change these to comply with debt collection legislation.

Created 10 Jan 09:27 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Option to send multiple invoice to customer with 1 email.

Currently we can only send 1 voice at a time, it would be very efficient if we can send multiple invoices to a customer. Thanks

Created 10 Jan 09:26 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

additional name above company name

We have a company who we send invoices to but each invoice has to be marked to the landlord c/o that company, if we change the name it then changes all the other invoices. We need an additional entry above the contact name to add a landlords name

Created 10 Jan 09:26 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Change name of auto generated Quotes

You can change the name of the auto-generated invoices in Advanced settings. But it would be great to extend this functionality to the other auto generated file names (Quotes, POs etc). So instead of the files produced being named 'Quote 27.pdf' w...

Created 10 Jan 09:26 by Corin

IRIS KashFlow / Uncategorised

1 Acknowledged
3 Vote

Vat on Debtors report

Just wondering if you have the facility to separate the vat content of our debtors balance at the year end or period end- this is a question my accountant has asked - We are cash basis for vat, and we are a mixed rate supply so this type of report...

Created 10 Jan 09:26 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

a report which allows me to see my purchases but also includes the narrative description.

I have to prepare breakdowns of recharged expenses for one of my clients. I prepare the breakdown using a download of Kashflow's purchase reports. Frustratingly, none of the purchase reports include the narrative description of the individual purc...

Created 10 Jan 09:26 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged