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IRIS KashFlow

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Adding costs to a project that are not a supplier or bank payment

We have costs associated to a project ie where a director is working on the site but the amount of this is not made as a payment to him but needs to be built into the labour costs of the project
Guest over 3 years ago in IRIS KashFlow / Projects 0 New

Allow VAT returns to be generated (and finalised) without having to link to HMRC for MTD.

Lots of people don't want to submit their VAT returns directly from Kashflow. There are many reasons why the Kashflow data might need adding to/amending before submission (in my case because I only use Kashflow for my sales ledger, but it might be...
Guest over 3 years ago in IRIS KashFlow / Other 0 New

Download sales invoices as PDFs in BULK rather than 1 at a time!!

I am trying to "back up" (for want of a better word) all of my sales invoices. Currently I have to "Print-Save as PDF "each invoice individually... I have THOUSANDS. I don't think it's too much to ask for to be able to download all of my invoices ...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT It would be a real time saver if there were the option to be able to enter the "rate" value of an invoice line item as gross rather than having to alway...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add a column to show purchase receipts against respective projects on the purchase invoices listing page

This feature is available for the sales invoice listing page, so why not have it on the purchase invoice listing page.
Guest over 3 years ago in IRIS KashFlow / Purchases 0 New

Enhance Search functionality with filters

The search functionality is excellent. However, it would be nice to narrow it down sometimes with filter options around dates, invoice amount, and other parameters.
Katrina Boydon over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Have ability to file quotes so they disappear from list regardless of status

My quotes list gets longer and longer. Even closed quotes still appear in the list. Plus some quotes have a very long lead time and they don't need to be in the list. I would like them to remain associated in the customer record, of course. So, pe...
Katrina Boydon over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Allow customers to be sorted by date added and not only alphabetically

I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.
Katrina Boydon over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Consider bank transfer on the Unreconciled Bank Transaction Report

If the bank transfer has been reconciled then do not include on the report, if it hasn't been reconciled then include on the report.
Natasha Chryssafi over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Allow the "Sales" role in multi-user setup to add Projects

I don't know why you felt it necessary to close this role off to Sales people, but it's the one additional feature that would make the new multi-user functionality fully fit for purpose at our company. I cannot see what the risk/problem is with th...
Guest over 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged