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1 Vote

Profit/Loss Automated reports

As a small business its important to do the basics well. Keeping track of Profit/Loss is a simple way to ensure you are running at a profit. It would be useful to be able to generate reports at set intervals and have them emailed to you. For exa...

Created 21 Sep 17:45 by Guest

IRIS KashFlow / Reports

1 Acknowledged
1 Vote

Customer Turnover Month by Month

My Reps are always asking for their customers turnover rather like looking at Aged Debtors Creditors report presently it is very difficult to give them information easily Steve Taylor

Created 18 Sep 15:29 by Guest

IRIS KashFlow / Customers

1 Acknowledged
1 Vote

EC Sales & Purchases to nominal codes for cash accounting - values to go into correct VAT box without sales or purchase invoices

Clients who are on cash accounting who need sale sand purchases to appear in the EC box 8 & 9 should be able to do so by assigning the nominal code only and the fiures still go into the correct box on the VAT return. You can assign the nominal...

Created 18 Sep 10:31 by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

Add Product Code to emailed invoices

Customers can then see the global Product code and saves ambiguity in the description text

Created 18 Sep 09:04 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Auto email to customer to thank for payment

Once invoices are matched/reconciled through the bank feed it would be great if there was a simple way or an auto process that issued a 'thanks for your payment' email that gives the amount paid and the invoice numbers that it has been matched to....

Created 17 Sep 08:24 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Google drive

Many small businesses use Google as their email system and from that also use Google drive to store all of their data in the cloud. Currently, if this is the case they also have to have a dropbox account just to store receipts etc that are linked ...

Created 16 Sep 07:16 by Guest

IRIS KashFlow

0 Acknowledged
1 Vote

To be able to enter budget figures so that when the reports run they give you a actual v budget type report?

I think as the accounts package develops that my request would benefit all users and in my opinion, should be standard in any accounts package. After all, I would guess that it falls part of any industry measurement KPIs

Created 11 Sep 17:26 by Milos Ustic

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Change the default display items settings

Quotations and invoices for instance. The default items displayed is 10 change the default quantity? There are other instances with similar defaults. If changed to 20 items this only lasts until you log out then it resets to 10. It should be pe...

Created 11 Sep 13:21 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Net Estimates

My current estimates using QuickBooks 2006 pro allows me to create an estimate with VAT but when I print to PDF it only shows Net value we have a footer saying All Prices are Excluding VAT. The Vat is then added when estimate is converted to Invoi...

Created 11 Sep 09:23 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Adding ability to add pay rate to payslip if using role facility on Payroll

Currently unable to show pay rate on payslips as we have entered a role i.e Receptionist for each member of staff this generates a Salary rather than hourly rate and therefore the rate of pay does not show on pay slip. Need to use the staff role s...

Created 11 Sep 09:09 by Christine Anderson

KashFlow Payroll

0 Acknowledged