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3 Vote

PDF attachments of invoices to credit control emails

Currently credit control emails do not include a PDF attachment of the overdue invoice. Whilst a hyperlink to download a copy of the invoice can be added through text substitutions, this is blocked by many company firewalls. This then means additi...

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

When de-registering for VAT, exisiting repeating invoices should also be amended

We recently de-registered for VAT, and amended the VAT setting in Kashflow (after consulting the Helpdesk). I tested this by creating a manual invoice, and sure enough there was no mention of VAT. All hunky-dory, I thought. Then a few days later, ...

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
3 Vote

Option to factor in unmatched bank transactions in bank balance

I keep a lot of unmatched bank transactions lying around for my bookkeeper to process very infrequently, but that means that my bank balance is way out - currently by thousands of pounds. It would be good if I could tick a box to enable an option ...

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

"Do you really want to leave your bank feed?"

A prompt when attempting to navigate away from the bank feed without importing would be really useful as I have lost hours of matching a few times for simply forgetting.

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
3 Vote

Ability to Import "Blocks" of Line Items or Other Quotes to Populate a New Quote

In my line of work the line items are used to build large plumbing systems. Typically every system is customised but is based on one of several base or generic systems that is tweaked slightly. It would be very helpful if I could build a new quote...

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Supplier Activity or Purchase History Report

It would be very helpful if a report could be run per supplier to see your activity with them over a selected time frame. One identical to your 'Customer Purchase History' report would be ideal.

Created 10 Jan 09:23 by Guest

IRIS KashFlow

2 Already exists
2 Vote

Listen to the customer's

After using the software for a couple of months, you start to find the flaws within - however when then looking to find an answer to my problem you hit the KashFlow brick wall, in some cases the questions have been asked (and NOTHING done about th...

Created 27 Aug 22:59 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

Integration with Royal mail and Parcelforce

Kashflow would be an amazing platform if it intergrated with PF24/48 and Royal mail "Click and drop" in the UK, as it would provide a full circle platform for small businesses and compete with with some of the bigger e-commerce "facilities" out th...

Created 27 Aug 12:45 by Guest

IRIS KashFlow / Dashboard

0 Acknowledged
2 Vote

Improve the 0% and n/a VAT Report

Some suggestions to improve the vat exempt & zero rated report: Add the country of the customer, not just their name (and possibly highlight EU countries?) Where the customer has a VAT number - even if I charged them VAT, I see a line in this...

Created 10 Aug 11:01 by Rich Mellor

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

add a feature to completely remove transactions

I manually import bank statements onto kashflow and sometimes I am unsure what to match the transaction with so I move it to ignored feeds just temporarily. When I was getting used to the software Uploaded statements without matching them and jus...

Created 09 Aug 13:32 by Guest

IRIS KashFlow / Bank

0 Acknowledged