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3 Vote

The monthly sales report on the dashboard

The monthly sales report on the dashboard needs to include the figure for bank payments, and whilst I can run this manually, I cant update the one that displays on the dashboard..

Created 10 Jan 09:25 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
3 Vote

a report about my planned liquidity by month

It's easy I want to know when I should expect to earn which money from invoices each month... I live in Barcelona and is not mathematical to receive the money 30 days after the invoice is issued..

Created 10 Jan 09:25 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

being able to import from excel into a quote or invoice

When I am building a quote for a project I usually build it in a spread sheet first as it is easier to add lines where they are needed. It is a real pain to add a line in a long Kashflow quote or invoice as there is only the option of adding a new...

Created 10 Jan 09:25 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Create a Working in progress stage.

For example at the moment you can only raise an Estimate and then for it to be processed you can only transfer it to an Invoice. To have a working in progress stage would help any accounts department determine if the invoice is ready to be sent ou...

Created 10 Jan 09:25 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
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