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Sales Order

Sales OrdersIt would be very useful to have a sales stage between "quotes" and "invoices". This is for sales orders that are in the system because we have received an order number from the customer have not shipped or invoiced yet. Called "Sales o...
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 6 Acknowledged

Grouping Customers Together

Would it be possible to set up groups for customers so that you can see what is outstanding for the group they belong to? My particular needs is that I run a school and I would like to be able to group students together in 'Courses' so that I know...
Guest over 8 years ago in IRIS KashFlow / Customers 2 Acknowledged

a column to the aged debtor/creditor report to show the Vat included in the outstanding invoices/receipts.

This feature would be useful for reconciling the Vat control account where Vat is calculated on the cash basis. As not all suppliers may be Vat registered and zero rated sales may be made it is not possible to calculate these totals without extrac...
Helen over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Customer Statement - No Opening Balance

It would be useful if when printing or e-mailing a customer statement that you have the option to show, or not show, the "Opening Balance". This is especially useful when printing a statement set for a specific period of time. For example...we bas...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Integration with Farmflo

We work with a number of farmers in the Gloucestershire area and Wales and know that FarmFlo is benefiting their businesses and was wondering if this is something that could be integrated with KashFlow? http://farmflo.com/
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Kashflow Payroll - Intergration to Kashflow Accounts Improvement

In Kashflow Payroll you can set staff up to differing departments,which is ideal, however the automated data integration into KAshflow Accounts only allows for a single accounts code for the total of the payroll and ignores the Departmental analys...
Guest over 8 years ago in KashFlow Payroll 6 Acknowledged

Improved bank reconciliation

As accountants performing reconciliations for clients we regularly have to unlock and relock the bank to perform routine tasks. I have used Sage and VT Transaction + previously and one once a bank reconciliation is done you never have to revisit i...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Labour costs for Projects

It would be useful if you could put in labour costs for projects so that you can get a better idea of profit or loss on projects. Thanks
Guest over 8 years ago in IRIS KashFlow / Projects 3 Acknowledged

Sales and Purchase Codes visible on Invoices / Purchase Orders

I'm putting up two comments - this is the first. Both I believe are fundamental. I understand that the only way to show the Sales or Purchase codes on printed or e-mail copies is to add them to the item description. If we have to use Codes in the ...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

Integrate with Transferwise

Transferwise is going to be an standard for international transactions, and transfers, exchanges, refunds, etc do the manual work with KashFlow very complicated.
Guest over 8 years ago in IRIS KashFlow / Partner Apps 3 Acknowledged