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My Ideas: IRIS KashFlow

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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 over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

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

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

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...
Matthew Bott over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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...
Jo Triner over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

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.
Guest about 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

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!
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged

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...
Guest over 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

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 go...
Guest over 8 years ago in IRIS KashFlow / Other 0 Acknowledged