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2 Vote

Locked Transactions

I am receiving purchase order numbers from customers after the invoices have been generated. The new lock function is not permitting me to add the PO's on invoices which have been filed on a VAT return. The sum will not be altered just the order n...

Created 22 Jan 16:26 by Grant Spencer

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Industry sector

The Industry sector option are too broad and not very relevant for some businesses - need to add more options or at least have 'Other'. Some client's don't want to select an option as it doesn't really make sense for their business.

Created 22 Jan 09:36 by Heulwen Thomas

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Ability to split a supplier credit note to be able to allocate to more than one invoice. Note: no refunds from supplier

Please seek the string I have just had with Joseph Judy. He acknowledges that this would be a useful option for your customers

Created 16 Dec 16:17 by Guest

IRIS KashFlow / Suppliers

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2 Vote

I have a Client who has requested a project report that can be downloaded into a spreadsheet to show all invoices assigned to a certain project. At present the only way to get these details is to go into every supplier individually.

No description provided

Created 10 Jan 11:32 by Guest

IRIS KashFlow / Projects

1 Acknowledged
2 Vote

Having a date invoice paid column to both purchase and invoice overview pages

Hi is there a way of seeing at a glance when both sales and purchase invoices have been paid? ie a column in addition to 'date' and 'due date'. i'm doing my end of year accounts and it would be really helpful when I come to doing the 'who owes us ...

Created 08 Jan 10:56 by Guest

IRIS KashFlow / Payments

0 Acknowledged
1 Vote

A Report to account for Paypal charges

Paypal transactions can be imported fine, with the fees. But we can't find out how much they all add up to with a Report. They get assigned a bank code so it should be quite straightforward, all the best Ash

Created 12 Dec 08:20 by Ash Pearson

IRIS KashFlow / Reports

0 New
2 Vote

Adding a new PDF theme

Re: https://www.kashflow.com/support/kb/pdf-themes/ When adding a new theme (+ add new theme) and selecting a template (classic or clean), the new theme created doesn't have the same options as the template. For example in the “basics” tab, the t...

Created 04 Jan 19:52 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Sub Customer Accounts

Have a main customer set up and be able to add sub-customers under the main customer, so that customers that are part of a group but make one payment, all the invoices that relate to this group can we seen together.

Created 03 Jan 10:56 by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Part numbers

We as a business recognise our products by their part number, so by having a field to put the part number before the description would be very helpful. We do not want to put the part number in with the description as they are different things. Mos...

Created 02 Jan 15:34 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

To remove product column on sales invoices

A lot of clients using KashFlow do not sell specific products. Having the option to either show the product column or to hide it would be useful.

Created 08 Dec 14:30 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New