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82 Vote

Default VAT Rate for Supplier

I use a range of freelancers, some are VAT registered, some are not. It would be great if I could set the VAT rate for each as part of their supplier profile. That way everytime I log an invoice for Robin it puts VAT on top, everytime I put an inv...

Created 10 Jan 09:14am by Gavin

IRIS KashFlow / Suppliers

4 Acknowledged
79 Vote

Global Project Report Profit & Loss

Improve reporting for Project Based Clients - System can currently print P&L for each individual project. However the system CANNOT print a summary Report to include the P&L of all projects on 1 report for specified date ranges.

Created 10 Jan 09:13am by Guest

IRIS KashFlow / Reports

16 Acknowledged
77 Vote

All Codes in Nominal Ledger

Allow the nominal ledger report to carry all account codes. Currently it doesn't carry the nominal codes for bank accounts. I am fine with them being switched off by default, but it's silly not to allow them to be switched on, as it means you can'...

Created 10 Jan 09:13am by Guest

IRIS KashFlow / Uncategorised

6
76 Vote

Separate Template for Pro-Forma Invoices

At the moment the only way to send a pro-forma invoice for prepayment is to alter the quote template. This obviously isn't practical as we send both quotes & pro-formas on a daily basis.A separate template for both is needed.

Created 10 Jan 09:14am by Guest

IRIS KashFlow / Uncategorised

4 Acknowledged
75 Vote

Different Send-From Email Addresses for Different Documents

Allow us to setup different email addresses for the various documents Kashflow can send, both from email and BCC email. For example, quotes should be sent from a sales@ address and BCC'd to sales@ and salesmanager@. Invoices should be sent from ac...

Created 10 Jan 09:13am by Guest

IRIS KashFlow / Uncategorised

15 Acknowledged
1 Vote

Default VAT rate on bank transactions

Ability to select a default VAT rate when manually entering bank (cash) transactions

Created 4 Jan 04:43pm by Bobbie Brown

IRIS KashFlow / Bank

0 New
2 Vote

Reduce the width of 'Disallowed' and 'Vat rate' columns

I've noticed that an extra column has been added to invoices and purchases orders, headed 'Disallowed'. Kashflow has explained the reason for the addition of 'Disallowed' but this column, along with the 'VAT rate' column are unusually wide in comp...

Created 1 Dec 11:47am by Guest

IRIS KashFlow / Uncategorised

0 New
1 Vote

VAT Destination Rules

As the EU has brought in destination VAT charging (which may or may not be adopted by the KashFlow user), it is imperative that a standard VAT rate can also be added to each customer, which defaults to the standard VAT rate for the customer's EU c...

Created 3 Jan 11:33am by Rich Mellor

IRIS KashFlow / Customers

0 New
1 Vote

Customer Profile - VAT Registered / Based Option

In the customer profile, it is annoying to have to select the option for where a customer is VAT registered based (ie. home country, the EU, outside the EU etc). This should default to the country used for the billing address - as surely that is w...

Created 3 Jan 11:29am by Rich Mellor

IRIS KashFlow / Customers

0 New
1 Vote

VAT Exception Reporting

With all of the changes to destination VAT charging etc, it is all too easy to make mistakes when editing invoices. An exception report would be good which looks at: a) Where the customer is not based in the home country (as per their Customer Pro...

Created 3 Jan 11:26am by Rich Mellor

IRIS KashFlow / Reports

0 New