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1 Vote

Email templates- spacing between paragraph

No description provided

Created 14 Jul 13:01 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Repeat Invoices - Add in Frequency of years

I have several invoices that are billed bi annually or every three years and it would be great if there was an option under Frequency to check the number of years. I use the days function but every year will always be a different day.

Created 12 Jul 16:19 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
2 Vote

Show Invoice / Purchase Notes in the activity report

Currently, the Notes column that appears on the activity report is always blank if you select "All Items" as opposed to "Only Paid Items". When reporting on all items, it would make sense to show either payment notes where they exist or the releva...

Created 23 Mar 12:01 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Make the columns in bank feeds the same as they are in reconciliation

Very simple and small, but when you're flitting between multiple accounts, bank feeds, and reconciliations it does get confusing that money in and money out are in different columns. e.g on our bank feeds it is 'money in' in left hand column and '...

Created 22 Mar 15:52 by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Multi addresses for one customer

To be able to send invoices or quotes to individuals which are linked to a Head Office account, so that follow up e.g. monthly statements for all sites are sent to one central address in one document not multiple quotes & invoice attachments

Created 21 Mar 16:27 by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

add terms and conditions on second page of invoice

It's vital customers are aware of T&Cs, anything longer than a few sentences won't fit on the current invoice. To add them as an attachment to the email with the invoice means that a customer can claim not to have seen them whereas if they're ...

Created 21 Mar 16:24 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Bank payments and receipts associated with expense code so that VAT is accounted for correctly.

At the moment if you do not want to run a sales ledger (eg you only have Till sales) and are accounting for income through a bank account any adjustment to reduce the income is coded as INPUT VAT instead of a reduction of OUTPUT VAT which means th...

Created 21 Mar 10:18 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Record CIS Certificate received on each invoice

I would like to be able to somehow add that we have received a CIS certifcate from the customer we have invoiced. We have to send our invoice with the CIS dedcuction on it, it would be good to be able to go into each invoice, and tick a box maybe,...

Created 09 Jul 14:09 by Carey Hall

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Add a trigger to enable Zapier to recognise a new invoice

I have been using Kashflow since 2014 and it is the centre point of my company management system. Whenever I receive a new order, it is immediately placed into Kashflow as an invoice. I am trialling Zapier as a means to help automate as much of my...

Created 09 Jul 10:50 by Guest

IRIS KashFlow / Partner Apps

0 New
2 Vote

A View button

Add a "View" button next to "Edit". This would (i) allow you to view details of an invoice not otherwise shown (eg job, product codes) without risk of changing anything accidentally and (ii) still work after the invoice is locked. Currently, if yo...

Created 16 Mar 17:39 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Will not implement