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1 Vote

An overtime report

You can see how much overtime over the course of a month & employees

Created 27 Sep 13:54 by Guest

KashFlow Payroll

0
1 Vote

Projects / Jobs visible on invoice screen

When projects are assigned to an invoice they are not visible until you click 'edit' on an invoice. This is frustrating as when looking through old invoices I am unable to determine which project the invoice relates too without clicking on 'edit' ...

Created 27 Sep 10:34 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Allow user to customise information that appears in Document Information section of payment reminder letters

Currently settings allows the user to customise the label given to various fields that appear in the Document Information section of invoices. However when generating a reminder letter an additional field appears in that section (the field Name wh...

Created 27 Sep 08:41 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Product Dropdown menus do not function correctly when the number of overall products exceeds 100

I run a Nursing agency - my sales are against different types of shifts (Day, Night Sat, Sun Bank Holidays etc) but the same shifts are paid differently depending on the customer, facility, contracting route etc. So I use the product code to split...

Created 25 Sep 15:17 by Paul Roycroft

IRIS KashFlow / Invoicing & Quotes

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1 Vote

Have a list of template quotations to add to clients - option to search by quote name

Hi Team This is something that has really frustrated me for years and I wondered if there was anything you could do about it or a work around. My account now has 97 pages of quotations. In an ideal world I would like another search box not to sear...

Created 25 Sep 10:44 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Change mulitple sales types/expenses/cost of sales in CSV format

We have changed our sales types and expenses, and i'd like to make changes to historic entries so that our new categories are accurate in a P/L sheet. Rather than going into each and every invoice and changing, it would be easier if I could down l...

Created 24 Sep 12:59 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Summary of a suppliers invoices

I want a report for a chosen supplier which lists the "description" field of what we purchased so I can track patterns. For example if I printed a supplier statement I would see the following minimum fields... Date Receipt No Due Invoice £ and de...

Created 24 Sep 12:29 by Andy Walker

IRIS KashFlow / Purchases

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1 Vote

Transferring credits between customers or suppliers

It would be useful if we could transfer a balance on a customer account to another account without having to split payments on in the bank. When we have client with more than one account with us, they tend to pay both accounts' balances with one p...

Created 21 Sep 09:51 by Gethin Davies

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Google calendar integration

Automation is the name of the game these days. Just being in the cloud is a bit 5 years ago.

Created 16 Sep 10:25 by Guest

IRIS KashFlow

0 Acknowledged
1 Vote

Remove "Formal Notice of Default" added to debt chase emails

We have just discovered Kashflow adds the text "Formal Notice of Default" to the invoice copy when using automatic debt chasing. This is something we do not want and risks alienating our clients. There is no warning that you do this nor any option...

Created 12 Sep 10:20 by Ian Devereux

IRIS KashFlow / Customers

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