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4 Vote

Add job 'Date' column to invoice

To be able to add a job 'date' column before the decription column on an invoice.I am a photographer invoicing monthly for jobs done on various dates throughout that month, so it would be useful to be able to add the date of each job undertaken be...

Created 27 Mar 19:23 by Bob Greaves

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Recurring Monthly Invoices

When I go to look at the recurring monthly invoices, the system has the options of looking at 10 items, 20 items, 50 items or 100 items... is there a way for me to have it so I can choose to see 500 items?

Created 01 Oct 08:59 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
45 Vote

Repeat Billing Collect via Direct Debit After X Days

At the moment if we use GoCardless for repeat billing, the invoice is both sent and billed for on the same day. We would like to be able to send the invoice and then collect 10 days later to allow for any queries from the client.

Created 10 Jan 09:15 by Guest

IRIS KashFlow / Uncategorised

9 Part Released
2 Vote

Traffic light system for customers and their payment behaviour

Green for customers that regularly pay on time. Amber for occasional late payers. Red for prolific late payers. This would help a lot with identifying customers who we need to chase for payment or move to proforma.

Created 25 Jul 07:39 by Guest

IRIS KashFlow / Payments

0 New
43 Vote

Invoice List Report

The invoice list report has a limit of 10 invoices. It would be better if the report could run all invoices for a set period, like a month. For a business raising many invoices this would be really useful as at present the invoice list report is a...

Created 10 Jan 09:22 by Guest

IRIS KashFlow / Uncategorised

7 Acknowledged
1 Vote

A column on nominal report for project numbers

It would be helpful to add an additional column on the nominal report to reflect the project number the item relates to. This can then be really beneficial for analysis purposes. Being able to identify what projects the costs relate to each month

Created 26 Sep 11:17 by Guest

IRIS KashFlow / Projects

0 New
42 Vote

Restore from KashFlow Backup/Restore Point

There are many good reasons that people expect a BackUp system to also Restore: KF is bizarre in that there is no Restore! The BackUp files are Sage format: and KF provide no mechanism to restore them back to KF. Examples of Reasons why Restore is...

Created 10 Jan 09:15 by Guest

IRIS KashFlow / Uncategorised

10 Acknowledged
42 Vote

CSV Sales History Report for all Sales Types

It is very cumbersome having to create separate csv reports for different sales types. We use this sales report to send to our warehouse every day to have them fulfilled. Being able to export this in one go would be fantastic.

Created 10 Jan 09:14 by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged
1 Vote

Purchase order and purchase invoices to have the same number

A purchase order gets sent to the supplier, the supplier responds with the invoice with the PO number on it. To match the payment through banking, the PO needs to be converted to a purchase invoice. When that happpens the purchase invoice number c...

Created 24 Sep 12:15 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Option to automatically allocate VAT component to a reserve bank account when payments are received

Cashflow planning could be made much easier by taking the VAT out of the equation. When a payment is received for an invoice, Kashflow could automatically transfer the VAT amount of the received payment to a designated reserve bank account so that...

Created 24 Sep 07:11 by Guest

IRIS KashFlow / Bank

0 New