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Create a proforma invoice

Is it possible to be able to create proforma invoices? At present we have to rename quotes to "Proforma" which takes a lot of time and extra effort, it would be easier to tweak the software to enable this function, this is a daily occurrence so ho...
Guest over 2 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Create report for non project items pelase

I use the Global Project Report to track project sales and costs Could really do with a report which shows items NOT allocated to a project, so a profit and loss for non project items and potentially a line on the global project report for items w...
Guest 9 months ago in IRIS KashFlow / Reports 0 New

Add Virgin Money Icon

Bank accounts. Kashflow, please add a bank icon for Virgin Money. There is already an icon for VM when adding bank feeds but not for the KF bank under Home> Financials. Thank you!
NKB 9 months ago in IRIS KashFlow / Bank 0 New

Use icons for quick access to actions on the supplier list

Rather than having a drop down list for two actions (i.e. create purchase invoice, create purchase order), there could be icons instead. This would allow single-click access to more actions in the same on-screen space. see attached mock-up with ic...
Guest 9 months ago in IRIS KashFlow / Suppliers 0 New

Export Payroll to Kashflow Accounts

Kashflow payroll automatically sends the journal payroll to Kashflow accounts... great. However, each month, we have to manually enter our payroll transactions (the amounts coming out of the specified bank account to individuals and to HMRC) into ...
Guest over 4 years ago in KashFlow Payroll 0 Acknowledged

Make an option to mark a supplier or customer invoice in query/dispute

Everyone would benefit from this, as we are currently paying invoices that are actually in query, but there is no option to show this other than to delete the invoice.
Guest about 6 years ago in IRIS KashFlow Connect / Other 1 Acknowledged

Add a photo to a customer profile

We are a gas heating and plumbing business. It would be really handy if we could attach a photo of a customers boiler to the relevant customer record in order that we can see the boiler/set up for that particular customer should they phone for adv...
Guest over 2 years ago in IRIS KashFlow / Customers 1 Acknowledged

Remove Country from address

Having United Kingdom at the bottom of customer address looks ridiculas and un-professional. When was the last time you received a letter with your country on the bottom of you address!!! It makes it look like it's been sent from abroad, which is ...
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Implement 2FA for manual logins

You need to take data security seriously and secure all logins via 2FA, ideally via authenticator app or encryption key
Guest over 2 years ago in IRIS KashFlow / Uncategorised 0 New

Product code quantity monthly report

It would be very useful to be able to have a report to short quantity sold of each product sold in the month. there is not much point in recording this data in the Product Codes, which is what it is there for. It seams to me a very basic and funda...
Guest over 1 year ago in IRIS KashFlow / Reports 0 New