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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
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
0
Acknowledged
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
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
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
2
Vote
Adding Column for assigned Job details on front of both the purchase orders and invoices as per my attachement
Adding Column for assigned Job details on front of both the purchase orders and invoices as per my attachement. Although you can search under jobs, this feature would enable a quick look when you receive purchase orders in as a quick look up feature.
Created 29 Jun 10:42 by Guest
IRIS KashFlow / Purchases
0
Acknowledged
6
Vote
Lock transactions but still allow nominal code to be amended
Once we lock the transactions in Kashflow we can no longer change the nominal code that the transaction is assigned to – we used to be able to re-allocate the transaction to a different nominal code, but make no other changes, which worked well. W...
Created 19 Oct 08:39 by Heulwen Thomas
IRIS KashFlow / Uncategorised
1
Acknowledged
2
Vote
Invoice CSV export
Missing functionality from Kashflow. There is no option to download a report based on invoices issued between a set date in CSV format. All other bookkeeping software is able to do this. Report should be downloadable directly from invoicing screen...
Created 20 Jun 15:16 by Guest
IRIS KashFlow / Reports
0
Acknowledged
5
Vote
Extend the time period before being logged out due to inactivity.
No description provided
Created 17 Jul 12:12 by Guest
IRIS KashFlow / Dashboard
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Acknowledged
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