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1 Vote

Allow insert, duplicate and convert item/comment to line item/comment

When building complicated quotes/invoices I often have to drag new line items or comments from the bottom (they're only added at the bottom) to the appropriate place in the invoice. This is frustrating as it often takes several attempts to get it ...

Created 04 Apr 11:05 by Katrina Boydon

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Only show invoice total

When quoting for work, there may be 6-20 different elements that make up the quotation which then total the quotation amount. However, we only want the customer to view the total amount, but see the breakdown of what is included. Can it be possibl...

Created 04 Apr 10:17 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Copying invoices ability to cancel

Why is it that it is not possible to 'copy' and invoice and then change your mind and cancel it? It always makes the invoice anyway. Please add a delete button or basically the ability to change your mind button after the invoice is copied before ...

Created 04 Apr 09:38 by CEO

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Payslips to show gross pay to date

Currently payslips only show taxable pay to date, not gross pay! This is very confusing for staff and one staff member has had mortgage declined because of this!

Created 03 Apr 09:02 by Guest

KashFlow Payroll

0
1 Vote

Automatically send invoices

Need a tick box somewhere to set all paid invoices to auto send an email. Imported paypal sales (in the hundreds) have to be ticked and sent one at a time, or in batches. A waste of time.

Created 03 Apr 05:38 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Merging of two customer accounts

I've followed the instructions at https://www.kashflow.com/support/kb/merging-customers/ but they do not work. Two of our customers have recently announced a merger into one entity. I need a way of keeping the transaction history for both in one n...

Created 02 Apr 12:00 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Highlight overdue invoices on statements

currently when a statement is produced showing unpaid invoices for a customer there is no way to show whether these invoices are due or past due. It would be helpful if there was an option to have these invoices highlighted in the statement as bei...

Created 01 Apr 14:53 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Please could you add Allied Irish Bank (GB) to the feed as currently it only accepts the Irish bank

No description provided

Created 01 Apr 14:44 by Guest

IRIS KashFlow

0 Acknowledged
1 Vote

Show only total value of Quote/Invoice instead of line values

Show only the total monetary value of a Quote/Invoice instead of a line-by-line basis. We prepare larger project quotes by adding various services/goods but only the total figure is of relevance to the end customer. Detailing it on a line-by-line ...

Created 01 Apr 12:28 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Able to do VAT returns for Reverse VAT Charge

I have spoken with a couple of people at Kashflow regarding the Reverse VAT charge coming into effect on 01/10/2019 for clients working in construction. I have asked if the system will be updated in-line with the legislation, I appreciate it is a ...

Created 01 Apr 11:10 by Ella Ridd

IRIS KashFlow Connect / Other

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