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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 09:19am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
7 Vote

Since Brexit invoices do not support the EORI numbers so items cannot be shipped to the EU

Under the new Brexit rules invoices require the customer and suppler EORI number to be able to ship items to the EU which Kashflow does not support. Kuehne & Nagel, DB Schenker, Davies Turner, UPS, FEDEX, DHL etc etc All these freight companie...

Created 18 Jan 10:05am by Matthew Bott

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
7 Vote

Creating a Commercial invoice and Packing Slip

Post Brexit, for our customers in the EU, we have to raise an invoice in Kashflow, but then as there are no facilities to enter the essential additional details onto the system, we have to download the invoices and add the required info for each i...

Created 7 Jan 02:22pm by Jo Triner

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
7 Vote

Design invoice templates

It would be useful, as with Sage and Quickbooks, to be able to manipulate the invoice template with our own designs so we can add or delete fields as required

Created 1 Jun 09:17am by Guest

IRIS KashFlow / Invoicing & Quotes

2 Acknowledged
7 Vote

Archiving facility of data over 7 years old

As far as I can tell we are not supposed to keep data for longer than is necessary to comply with GDPR but Kashflow does not offer any way to switch on archiving of data over 7 years old. Removing this old data would also improve performance and w...

Created 26 May 02:34pm by Guest

IRIS KashFlow / Customers

0 Acknowledged
7 Vote

Remove 'United Kingdom' from address lines

Or at least make it an option. Our customes are all UK based, so to put 'United Kingdom' at the end of the address line looks ridiculous and makes it difficult to fit into a window envelope. At best, give customers a default option.

Created 23 May 09:36am by Guest

IRIS KashFlow / Customers

1 Acknowledged
7 Vote

Proforma

I find it hard to believe Kashflow don't yet have the ability to create Proforma invoices! I have now signed upto Sageone and will be moving away from Kashfow. Renaing QUOTES to Proforma is Not a Solution!

Created 22 Mar 08:35pm by Guest

IRIS KashFlow / Invoicing & Quotes

4 Acknowledged
7 Vote

Bank details

There is very little bank details that can be stored as standing data within Kashflow, as a minimum we need to be able to put account number and sort-code. Additional information should really be SWIFT code and IBAN number, overdraft limit and ren...

Created 10 Dec 01:46pm by Guest

IRIS KashFlow / Bank

1 Acknowledged
7 Vote

Ability to remove Product field from Sales/Purchase invoices

This must be something that has been added in recently as in earlier versions there wasn't a default product field. The majority of my clients that are using Kashflow wont use this and its an extra field not needed. Would be fab if it was optional...

Created 17 Mar 11:50am by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
7 Vote

Jobsheets

Dear Sirs, I have been using your software for just under a year. So far it proved to be an easy tool, however it lacks some capabilities, something that I would like to bring to your attention. We are electrical contractors and our aim is to...

Created 25 Jan 11:26am by Guest

IRIS KashFlow / Other

0 Acknowledged