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KashFlow Ideas

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Intermediary Field

I have a Nursing agency where a lot of staff use Intermediary Umbrella Companies for IR35 purposes - it would be useful to have an optional field capability to reflect the umbrella company as well as the staff member
Guest about 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Payroll reference on Invoices and Purchase Orders

It would be useful to be able to reference the relevant payroll run / individual payee on the Invoices - with optional print capability
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Expenditure by supplier report - show percentages in csv format

When I download as a csv I don’t get the percentages. I only get the percentage when I hover over the different segments in the pie chart. A third percentage column in csv format would be useful.
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Filter method of payment for invoices sent

Help to reconcile Payments made to customer credit account by card transaction or cheques. ## In replies all text above this line is added to the ticket ## Your request (#288342) has been updated as shown below. You can reply to us by replying t...
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Purchase order column on Invoice Dashboard

In a future update you could add a 'purchase order' column to the table where you can see a client's past invoices? Takes ages to open each one to find a job reference & downloading a CSV file every time again takes time.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Adding project detail to unpaid invoices report

Useful for client in monitoring business performance
Guest about 7 years ago in IRIS KashFlow Connect / Reporting 0 Acknowledged

Add a 'Report Fault' button on Kashflow Canvas

Read enough posts, you'll get the drift
Rob Smith about 7 years ago in IRIS KashFlow / Other 0 Will not implement

Payment button on a pro-forma invoice

We send out the pro-forma invoice to most of our customer and asks for payment up front. I have just updated our system and have adde our card payments button but I noticed this only works on the invoice and not the pro-forma. Please would you add...
Guest about 7 years ago in IRIS KashFlow / Payments 0 Will not implement

It would be great if you could add the breakdown of different vat rates for vat returns etc

useful for vat returns for breakdown of different vat rates and should be available when you do vat return. Should also be available when you do a report for purchases of a particular time frame.
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Remove sub totals on reports

Most people can sort in excel so dont need this function
Guest about 7 years ago in IRIS KashFlow / Reports 0 Will not implement