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Change Email Templates

When I press enter on an email template, KashFlow creates a new paragraph rather than inserting a break. Also, KashFlow removes tags outside of paragraphs. Can you please alter this? Thanks!
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

a seperate sequence for credit notes

as above, i need credit notes to be a separate numeric sequence
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Nominal Activity Printout with Tax Breakdown

Allow a nominal ledger / activity printout with a tax (vat) code detailing and tax (vat) amount breakdown on same report.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Invoice & Purchase list summary view

I would find it incredibly helpful to see the invoice/purchase order description in the summary list when viewing a customer and/or supplier. Currently you can only see the amount, date, Inv no and status.It would also be great if there was a colu...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 2

Bank fields

There is a need for more fields in bank. We need to be able to put tranaction reference (eg cheque/paying in number); name of payee; description on transaction and ideally two further codes. Example uses could be internal refernec number in filing...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Project P&L

To give a true P&L for each project it would be great to be able to associate PAYE or CIS to projects, this would give a better picture of each project profit
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

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...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1

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...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

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...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

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.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged