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

Company Number in company Details

getting your coder to add a field in the company details section that gives ability to show "Company number" should just be there" really....
Guest over 8 years ago in IRIS KashFlow / Other 3 Acknowledged

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 over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

interest on invoices

If you are using credit control with customers, you should be able to set an interest rate, and time period of late invoices, so the software then update the invoice until paid, and resends it periodically. So I could say, my interest rate is 8% a...
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

An option to select a number of invoices/quotes etc by ticking a box and then pressing send to dropbox,

An option to select a number of invoices/quotes etc by ticking a box and then pressing send to dropbox, this would be less time consuming. Also the ability to save reports such as aged debtors etc to Dropbox would be very beneficial. Thanks
Guest over 8 years ago in IRIS KashFlow 0 Acknowledged

Ability to split bank payments from bank feed to partly pay multiple customer invoices

I am using the bank feed to load my bank transactions.As I am in property rental some of my tenants rent is paid by Housing Benefit every 4 weeks. If I invoice for £100 per week every week and HB only pay £360 to cover 4 weeks rent at £90 per week...
Guest over 8 years ago in IRIS KashFlow / Bank 2 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 over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Reminders for sales renewals

It would be good to have a tick box added to the sales section so that we could tick a the sales invoice then select a date for a reminder to either be emailed or an alert triggered.
Guest over 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 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