Help us improve

3 Vote

have the option of being able to automatically add to invoice the customer code.

Adding customer code to invoice can help many businesses. In my case it does because, when we place a purchase order, the client just needs to give us his client code.... so much easier!

Created 10 Jan 09:25 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Ability to split the VAT liability between projects

A client would like a report which splits the VAT liability between different projects.

Created 10 Jan 09:25 by Guest

IRIS KashFlow

0 Acknowledged
3 Vote

Multiple proposals inside same quote

I would like the ability to add more than one proposal inside the same quote.For example, option 1 (budget) cost £x, option 2 (high end) cost £y without having to send 2x separate documents, so the customer can compare side by side easier

Created 10 Jan 09:25 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Propagate the first & last name fields automatically when you create a new customer

When you create a new customer, you create a name for them, which most of the time is the name you use for them, then you have to go back and enter the first & last name manually. These fields should be automatically filled from your original ...

Created 10 Jan 09:25 by Guest

IRIS KashFlow

1 Will not implement
3 Vote

print invoices in number order

When printing batches of 10 invoices they come out in some random order I have yet to fathom - can they be organised ? Preferably by invoice number.

Created 10 Jan 09:24 by Natalie

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Vat element calculated on Gross amount

When posting invoices or payments, have a feature that allows us to enter the Gross amount and Kashflow calculate the vat element, rather than having to manually calculate the net amount on every transaction.

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
3 Vote

A fast method of assigning project numbers to transactions.

We use projects extensively for reporting purposes in our charity. We bring in circa 300+ Paypal payments in a month and each generates two transactions - the actual sale and the Paypal charge giving upwards of 700 transactions. At present the onl...

Created 10 Jan 09:24 by Nick Robinson

IRIS KashFlow / Projects

1 Acknowledged
3 Vote

Reminder letters (non credit-control)

It would be good to be able to send out reminder letters eg a follow-up review request 1 month after invoice has been issued, or annual service reminders etc

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

A sales and purchase ledger report

It would be useful to be able to print off a sales and purchase ledger report for the end of year. This normally shows unpaid invoices, invoices issued during the period less payments for a particular period.

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

On the balance sheet, clicking on 'debtors control account' should only list unpaid/overpaid items, not the complete history.

No description provided

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged