Help us improve

1 Vote

Altering a VAT report after submission

I have made an error in a previous VAT report. The new KF doesn't let me unsubmit/delete/alter any VAT report. I have emailed support to delete an incorrect VAT report but it's been 4 days and it has not been done yet. We have deadlines and would ...

Created 16 Mar 12:40 by Guest

IRIS KashFlow / Reports

1 Will not implement
1 Vote

show when a customer has paid a deposit on the invoice when printed

it is useful to the customer knowing how much the really have left to pay rather than a full total amount. Also beneficial to us the seller, we are able to look at a glance at the printed invoice and see what is paid and what is outstanding

Created 14 Mar 14:50 by Guest

IRIS KashFlow / Payments

1 Acknowledged
1 Vote

Change of the layout for invoicing page

I would like to see if reminders have been sent out and the date that they have been sent on this page rather than having to go into each individual invoice.

Created 14 Mar 09:39 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Invoice approval facility

Arranging for invoices to be approved by management is a messy and time consuming process that takes place before we are able to enter them on KF. A nice idea would be the ability to store 'unapproved' invoices on KF (perhaps even with ability to ...

Created 12 Mar 08:17 by Peter

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Facility to archive multiple suppliers simultaniously

When adding purchases, this action would reduce the number of entries one needs to scroll down in order to find currently active suppliers.

Created 10 Mar 10:58 by Guest

IRIS KashFlow / Suppliers

1
1 Vote

Customer List by Division/ Mailchimp integration

I wish to contact customers in a division of my company to alert them to changes taking place. Our customers are designated a division using the Default email template and/or PDF theme. Can these fields, and others in the customer options be inclu...

Created 07 Mar 13:12 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

It would be useful to set the PDF theme on a per invoice basis, as well as an overall customer!

We have customers that need different templates - but only want one customer account. It is a pain having to keep swapping the default around!

Created 04 Mar 15:11 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Icon in purchases and sales to show a receipt has been attached

When I look at my purchases for the month, it would be useful to able to easily see which ones I have receipts for and which ones I need to chase receipts and attach. At the moment I need to go into each record to check, or keep a manual list. An ...

Created 04 Mar 14:14 by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

VAT submission data to show on VAT Return Summary

Since the last update, the submission data (HMRC submission reference / Direct Debit details) are no longer showing on the VAT Return Summary. Can this be changed as for clients where we do the book-keeping for them and they have no input into Kas...

Created 04 Mar 13:58 by Guest

IRIS KashFlow / Reports

0 Will not implement
1 Vote

More flexibility with the PM report eg. date range to be selectable

The global report is too broad, date ranges (at a minimum) would allow us to see profitability year upon year.

Created 04 Mar 09:29 by Guest

IRIS KashFlow / Reports

0 Acknowledged