Help us improve

1 Vote

ability to export a list of Customers by status ie ARCHIVED or UNARCHIVED

At present there is only the ability to generate a report of All customers or customers who have been invoiced between specific dates. There is already functionality to actually ARCHIVE customers in the Customer section of the system, but there is...

Created 08 Oct 15:10 by Jo Triner

IRIS KashFlow / Customers

0 New
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

Correct application of payments on account and vat

VAT on payments on account from a customer are logged on a VAT return when received, as they should be when cash accounting for VAT. When they are then matched in the future to the sales invoice, if it is not the exact amount, it may create an ove...

Created 06 Oct 14:08 by Guest

IRIS KashFlow / Customers

0 New
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