Help us improve

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

EU IOSS VAT Scheme

So from 1st July 2021, the EU expects ALL businesses to register for IOSS and collect VAT according to the location of their customer - although this is strictly optional. Kashflow still fails to deal with sales from the UK to the EU correctly - w...

Created 22 Jul 05:27 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

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
2 Vote

project column to be filled automatically

i would like to be able to mark a project as a default project so when creating an invoice the project column will be filled automatically

Created 14 Mar 12:23 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Import unpaid invoices list to Excel

Currently you can only download to PDF

Created 20 Jul 11:31 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

The ability to send more than one invoice in one email

The ability to send more than one invoice in one email

Created 19 Jul 18:22 by Anonymous

IRIS KashFlow / Invoicing & Quotes

0 New