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8
Vote
CIS Summary report - Subtotals
Add subtotals per subcontractor on the CIS Summary to make it easier when completing CIS return. The CIS summary report groups the details of individual items by subcontractor, but does not give a subtotal. Thereofre to complete the HMRC return yo...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
8
Vote
Simple CRM Functions Built In To Kashflow
- Ability to add a Prospect / Lead to a new 'CRM' section.- Set the customer status to Cold, Warm or Hot and set a potential conversion percentage- Once they are confirmed as ordering or submitting to a project, you can simply press a button to co...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
11
Vote
Project names in journal
Currently when using projects in journal it just show the number, the name would be handy too, it looks like it should be there after the -
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
0
Planned
7
Vote
Overdue supplier invoices report
At current you can generate an on screen list of overdue supplier invoices, can we not get this as a report option within the supplier reports so it can be printed off for review/sign off? Because if the list runs to multiple pages then you have t...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
2
Already exists
11
Vote
CIS liability to the Dashboard
On the Dashboard financial overview, CIS is not included in the 'money you owe' line or anywhere on the summary page. This would be useful to see as part of the overview as it forms part of money owing.Even if only as a separate line, like VAT.
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
2
8
Vote
Get the GoCardless link generated by kashflow, via API, or frontend, so you can send it in personal emails
When setting up gocardless kashflow sends an email to the customer with a GoCardlesss link that they must click on to register. The problem is that often you have the conversation with the client, so they expect an email from the company not kashf...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
9
Vote
Reminders for sales renewals
It would be good to have a tick box added to the sales section so that we could tick a the sales invoice then select a date for a reminder to either be emailed or an alert triggered.
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
8
Vote
Need interim invoices
Very important - Need a function to do interim invoices. I quote customer, then give them a deposit invoice, then an interim invoice, then final invoice.
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
0
Acknowledged
8
Vote
Bill of Materials / Works Order Report / Template
The ability to turn a quote or estimate into a bill of materials / works order. This would take your quote / estimate, then turn it into a BOM / Works Order which will remove the costings, so you could then print this to a) send to wholesalers / s...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
8
Vote
Automatic saving to Dropbox
Saving every invoice to a dropbox account one at a time is very cumbersome, especially when multiple repeat invoices are generated. It would be very useful to allow all invoices to be automatically sent to the linked dropbox account upon creation/...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
0
Acknowledged
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