Help us improve

2 Vote

It would be useful if KF could remember email addresses like it used to rather then keep having to type them in each time

It is time consuming to keep typing in email addresses

Created 19 Jan 16:07 by Guest

IRIS KashFlow / Invoicing & Quotes

2 Already exists
2 Vote

Predefined B/S and P&L reports

it would be useful it we could set the accounting year end date and have the annual and quarterly B/S and P&L reports available with a simple click without needing to enter the dates.

Created 19 Jan 16:06 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

CIS Reporting

The CIS report does not show info for subcontractors that are gross for HMRC purposes, however we still have to notify labour and materials costs to HMRC. At this time the only way is to look at each invoice that has been entered onto kashflow – i...

Created 19 Jan 13:12 by Guest

IRIS KashFlow / Other

2 Acknowledged
1 Vote

CSV Import Invoice - Should Pull Through Product Details (Description, prices etc.)

When importing a CSV file, using a product code to identify products, the details should automatically be pulled from products set up in Kashflow. This way only product codes are needed on the import, then the invoice will show the product descrip...

Created 08 Dec 20:43 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Paypal Importer - Link Purchases to existing unpaid purchases

Whilst we can assign imported sales from Paypal to outstanding invoices, we can't assign imported purchase details from paypal to an unpaid purchase. Be nice to be able to assign these imported purchase items to unpaid purchase receipts we may hav...

Created 10 Jan 09:34 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

Ability to merge two customer accounts

It would be great to be able to merge two customer accounts - at the moment, the only way around this is to either manually assign invoices from one account to the other or manually exporting and importing the data again. Sometimes customers end u...

Created 10 Jan 09:34 by Guest

IRIS KashFlow / Customers

1 Will not implement
2 Vote

the ability to input a net figure and the programme will gross it up.This would cover those instances when we are given an exact net figure.

There are a number of occasions when clients give us an exact net figure which at present we have to gross up so that we can enter it into Kashflow. Please could you look at / consider adding a feature so that we can enter a net figure to be gross...

Created 10 Jan 09:34 by Guest

IRIS KashFlow

0 Acknowledged
2 Vote

Ability to recognise accents above letters from product codes

I have entered in my products under a sales type. Several of them have the letter é. When I try to select these on the invoice or purchase order, the é is not recognised and converts to a ?. It would be very useful if Kashflow was able to handle t...

Created 10 Jan 09:34 by Guest

IRIS KashFlow / Other

0 Acknowledged
2 Vote

The ability to send the relevant invoices with a customer statement by email

I frequently need to send copy invoices along with statements to customers and they are increasingly preferring to receive these by email. I have been told that currently the functionality does not exist to do this. It is also really clunky when y...

Created 10 Jan 09:34 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Ability to filter imported payments from Paypal etc

Some of the companies ideal with for shipping create an order then a purchase through PayPal, so when they are imported I have to manually delete the order to balance my Paypal ledger. It would be good if it was possible to create a filter to dele...

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Bank

1 Acknowledged