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8 Vote

Need interim invoices

Very important - Need a function to do interim invoices. I quote customer, then give them a deposit invoice, then an interim invoice, then final invoice.

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
8 Vote

Bill of Materials / Works Order Report / Template

The ability to turn a quote or estimate into a bill of materials / works order. This would take your quote / estimate, then turn it into a BOM / Works Order which will remove the costings, so you could then print this to a) send to wholesalers / s...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
8 Vote

Automatic saving to Dropbox

Saving every invoice to a dropbox account one at a time is very cumbersome, especially when multiple repeat invoices are generated. It would be very useful to allow all invoices to be automatically sent to the linked dropbox account upon creation/...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

to be able to assign an invoice to a particular address/job as well as entering the purchase invoice on the system for VAT / Accountant etc.,

this will save time as i have to repeat this procedure each invoice on various jobs that we have running as a building company

Created 30 Nov 15:13 by Guest

IRIS KashFlow / Purchases

0 New
3 Vote

to change holiday year from January to December

No description provided

Created 09 Dec 13:23 by Guest

KashFlow Payroll

2 Already exists
1 Vote

Restoring Payroll Months

Absolutely mad that if you identify an issue in a previous month and have to restore you have to reinput everything. In good old IRIS you could unpick just for the relevant employee with having to spend hours reinputting stuff. I dont have that ti...

Created 28 Nov 11:02 by Guest

KashFlow Payroll

0 New
7 Vote

Option to add our company bank details to customer statements

Some customers find it easier to pay us from information on their account statement. Would be helpful to be able to add this facility to our statement in addition to invoices.

Created 13 Dec 16:14 by Guest

IRIS KashFlow / Payments

3
7 Vote

Bank details

There is very little bank details that can be stored as standing data within Kashflow, as a minimum we need to be able to put account number and sort-code. Additional information should really be SWIFT code and IBAN number, overdraft limit and ren...

Created 10 Dec 13:46 by Guest

IRIS KashFlow / Bank

1 Acknowledged
3 Vote

A report with department (aka Project) data on the report

Totally confused why we can enter department/project data at a transaction level yet cannot run a report on that information. The simple addition of the column for department/project on the Audit Trail would be the answer.

Created 30 Nov 13:46 by Guest

IRIS KashFlow / Reports

3 New
2 Vote

Delete duplicate transactions in the 'ignore feeds' section

I had a problem with the bank connection, had to disconnect and re-connect. There are now many duplicated transactions in the ignored feeds. I hate having duplicates and a messy bank, does this stress anyone else out? There is no way to effectivel...

Created 24 Nov 14:23 by Guest

IRIS KashFlow / Bank

0 New