Help us improve

2 Vote

Add telephone numbers and emails to Packing Slips

We use our packing slips a lot. It would be useful for the customers telephone number/email to be displayed on the packing slip so when we send the orders to our carriers we don't have to supply the number separately

Created 12 Sep 15:07 by Guest

IRIS KashFlow / Customers

0
1 Vote

be able to add another field to the invoices ie Job Number

to be able to search

Created 12 Oct 15:21 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Future Consideration
2 Vote

download the quotes page as a CSV file or Excel spreadsheet

I need to be able to download the quotes page as a CSV file or Excel spreadsheet on a regular basis.

Created 07 Sep 08:44 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Automatic upload of Worldpay sales from Ecommerce sites

Like PayPal, it would be great if payments processed by Worldpay through Ecommerce websites automatically sent the info to Kashflow where invoices could be easily generated.

Created 06 Sep 08:54 by Guest

IRIS KashFlow / Bank

1 Acknowledged
2 Vote

CIS Voucher that can be printed off from the payments receipts in the purchases department

IT would be useful as it would prevent having to type out a voucher to the contractors on a separate sheet therefor saving time. It would include a box for UTR number for the company and also the personal UTR number and verification number for the...

Created 06 Sep 08:31 by Guest

IRIS KashFlow / Suppliers

0 Acknowledged
2 Vote

Bank Reconcilation Totals

It would be beneficial to have the Bank Reconcilation Totals as a Freeze Frame Header! I input over 300 Bank transactions per month, when reconciling I have to constantly scroll back up to the top of the screen to ensure that my totals are still m...

Created 05 Sep 11:38 by Guest

IRIS KashFlow / Bank

0
2 Vote

Create invoices etc in XML format

We have a number of clients who wish us to send e-invoices and credit notes in XML format along with the existing PDF 'hardcopy' for direct integration to their systems. Example attached

Created 05 Sep 07:24 by Lloyd Naylor

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

Add Expense 'What did you buy' details to 'Supplier Ref' field

I like that it's now a lot quicker to add expenses to Kashflow. Though I would like to see what the purchase was at a glance in the Supplier Ref, as you can with Purchases. It would be great if the details from the 'What did you buy' field could...

Created 04 Sep 15:20 by Guest

IRIS KashFlow / Purchases

1 Planned
2 Vote

Abreviated Profit and Loss on dashboard

A really helpful feature would be if I could get my profit and loss as per current month and the accumulated for the running business year on to my dashbaoard, so at one plimpse I can see where my business stands. I just needs to be an an extract ...

Created 03 Sep 11:46 by Guest

IRIS KashFlow / Dashboard

1 Acknowledged
2 Vote

Income/profit by product summary

At the moment the only options for income by product is a pie chart or a excel sheet showing every transaction for a product. Although this is useful; for a company that has thousands of sales per period, it can be difficult to extract a summary o...

Created 03 Sep 08:01 by Gethin Davies

IRIS KashFlow / Reports

1 Acknowledged