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Ability to Import "Blocks" of Line Items or Other Quotes to Populate a New Quote

In my line of work the line items are used to build large plumbing systems. Typically every system is customised but is based on one of several base or generic systems that is tweaked slightly. It would be very helpful if I could build a new quote...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Motor Trade Chart of Accounts

As more businesses sign up to MTD we have a few that are motor traders & use the marginal rate calculations for vat - could this be something to consider for the future so that stock sales/purchases can be recorded correctly on Kashflow & ...
Guest almost 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Listen to the customer's

After using the software for a couple of months, you start to find the flaws within - however when then looking to find an answer to my problem you hit the KashFlow brick wall, in some cases the questions have been asked (and NOTHING done about th...
Guest almost 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Even after 6 attempts you are still not providing support on the VAT MTD issue your system has.

We keep getting this error message: You are not authorised to submit VAT returns through MTD for the given VAT registration number. Please check your VAT registration number in VAT settings or Connect to HMRC using valid Government Gateway crede...
Guest about 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Industry sector

The Industry sector option are too broad and not very relevant for some businesses - need to add more options or at least have 'Other'. Some client's don't want to select an option as it doesn't really make sense for their business.
Heulwen Thomas over 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Reports

Being able to download reports from the system when moving to another software package (because Kashflow is no longer adequate) Our client has been unable to download transactions assigned to a project. Instead, our client has to pay £15+VAT ...
Guest over 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Simplify csv file import for non-Kashflow created invoices

Any organisation that needs to import non-Kashflow generated invoices which contain multiple VAT lines, ie, 20% and 0% VAT. The current import system requires an individual line import, per VAT line, however, if the category headings were change...
Guest over 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Can we add onto the system to remove all prices so i can give this to my engineers

remove prices o the quotes so I ca give this to my engineers to take onto site
Guest over 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Daily Back up Data

Having an option to daily back up data. Too much work goes into a month to have a monthly back up.
Guest almost 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Allow manual backups to be done when user requires

As new user of Kashflow and an accountant encouraging clients to use it, being able to do manual regular backups is essential. A back up before running a year end, or VAT reconciliation, or before making adjustments so that should something go wro...
Guest almost 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged