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IRIS KashFlow

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VAT Threshold Alert for all customers required on new dashboard

Small business who trade at or just below the VAT threshold need this signal to manage billing processes. If this is removed from the revised dashboard I would not advise a small business use this software.
Guest about 3 years ago in IRIS KashFlow / Dashboard 0 New

DO NOT LOG OUT automatically

Having worked for hours on quotes previously from time to time even after ticking the do not log out button on sign in I have found that my work is all lost. I propose either an auto save before log out function or a do not log out (Under any circ...
Guest about 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Enable inclusion of images to a quote or invoice

When providing a quotation or invoice the ability to include images would be a great help. This can show before and after of completed jobs or other information. An additional ability to be able to add an attachment to the invoice or quote when su...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Having attended a site would it be possible to generate a document (Test Certificate for example)

Would it be possible for Kashflow to generate a document based on the details on the invoice which we could send to clients. In our case we would call it a Test Certificate - Thus eliminating having to raise a document externally and repeat enteri...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Reports

Since your last update it no longer retains last view on customer transactions... so now have to select view all, invoices, 100 items... EVERY time I select a customer. Thanks for adding a million unnecessary click per day. It worked fine before.
George Ross about 3 years ago in IRIS KashFlow / Customers 0 New

SOME DECENT TEMPLATES FOR INVOICES PLEASE

The standard templates on Kashflow are really poor and there needs to be: 1) A selection of property designed templates available. 2) An editor that doesn't need HTML and CSS skills to edit. Running a graphic and web design company, I have these ...
Guest about 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Customer able to pay a Quote / Proforma that then converts to invocei automaticlly

This would be great to make a quote, email to customer, they can click and pay online which converts direct to an invoice. We quite often quote, then create invoice, send to customer and they don't pay, so we then have to make a credit for the non...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

duplicate supplier invoice numbers - two invoices from different suppliers with same invoice number

I have some purchase invoices with the same invoice number, but Kashflow will not allow you to enter the same invoice umber twice, therefore my records do not match.
Guest about 6 years ago in IRIS KashFlow / Suppliers 1 Already exists

Add the ability to calculate VAT on purchases automatically when you create a purchase, and see the net amount without VAT

Like many people, I find it incredibly hard to keep receipts, and in many cases we raise purchases on Kashflow just having the total from our bank statement to use. This means that to calculate VAT on purchases, we have to mess around with your se...
Guest about 6 years ago in IRIS KashFlow / Purchases 1 Acknowledged

New Customers can input their details into your system before you invoice them

This would be useful for customers to fill out a type of 'contact form' as inputting manual data is very time consuming for a small business when we don't have the resources to hire someone to do this for us. It saves time with mistakes and it wou...
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged