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My Ideas: IRIS KashFlow

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Calculating profit on a quote

When creating a quote the system knows the wholesale price and sale price, why can it not tell me how much profit the quote will generate?
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Will not implement

Update CSV imports for Projects

Currently anything imported via csv has no project number and that has to be added after each import by individually editing each transaction - very time consuming.Likewise bank and paypal imports should allow a project number to be assigned on th...
Nick Robinson about 8 years ago in IRIS KashFlow / Projects 3 Acknowledged

Bank Accounts on Dashboard - Order of sequence to be available

I know the heading may not be that clear. I have set up all the bank accounts and another has been added and I want to be able to view the current account first and the credit cards at the end. At the moment there is no way that you can choose to ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Will not implement

Bank fields

There is a need for more fields in bank. We need to be able to put tranaction reference (eg cheque/paying in number); name of payee; description on transaction and ideally two further codes. Example uses could be internal refernec number in filing...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Multiple payment options in invoices

I use Paypal as one of many options to get paid by my clients. I love that I can have a 'Paypal' button in my Kashflow invoices. However, I also wanted to show my customers that they can pay me be Go Cardless too. It would be great if I could have...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Ability to have different themed invoices for a customer

When creating an invoice have the ability to choose at that time the type of themed invoice you require. For example, at present, if you set up reoccurring monthly invoices which contains specific wording, e.g. relating to DDs and then you wish to...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Bank reconciliation - imports for subscribers to a service

Hi, We have changed to the new interface and enabled bank imports, we even got it to work. However it was a major dissapointment for us as it completely lacks what the ability to link bank with KashFlow should provide. We have customers who pay a ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

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 about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

CIS Summary report - Subtotals

Add subtotals per subcontractor on the CIS Summary to make it easier when completing CIS return. The CIS summary report groups the details of individual items by subcontractor, but does not give a subtotal. Thereofre to complete the HMRC return yo...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1

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 about 8 years ago in IRIS KashFlow / Other 3 Acknowledged