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1 Vote

Reassign bank codes for multiple transactions at once

If you want to reassign the bank codes of multiple transactions, you have to click in to each transaction and change the code one at a time. It would be useful to be able to select multiple transactions and change their bank codes from one screen.

Created 09 Apr 10:34 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

sales reps

There is no SALES REP option at the moment - only the SOURCES (which are not the same) Imagine that a client is picked up by an advertising campaign (the SOURCE) and you then have several sales reps who can sell services to her, from different dep...

Created 06 Apr 16:03 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Date field on line items

When you're providing a date based service, the date of the service supplied is unlikely to match the invoice date or due date. A typical example being if a customer orders a 1 year web hosting package from me on the 1st April 2018 - I need to sho...

Created 06 Apr 15:59 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Email Confirmation Sent For Purchases

When looking at invoices you can see straight away which invoices haven't been emailed as they don't have the grey emailed icon. Can we please add this feature to Purchases, as there is no indication if an Purchase hasn't been emailed out. This is...

Created 05 Apr 12:27 by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

Create transfers between bank accounts by using a csv.

Rather than using the "transfer money" button, a csv could be uploaded with multiple lines of transfers to make between two accounts that would be done in one go. In our case, we would use this to automatically record all the daily transfers from ...

Created 04 Apr 09:46 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Give unsent invoices their own column rather than appending to inv no or give them their own view

Whilst the sent invoices icon is very handy, our process dictates that we add all invoices for the invoice run then email them as the last thing we do once we ensure everything required is added. The sent icon is helpful but if it had it's own col...

Created 30 Mar 12:52 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Profit & Loss, Reporting by Customer

The projects ability within Kashflow accounting is good and it enables to drill down project-by-project, the profit and loss accounts etc. The same functionality would be great for customers providing the ability to drill down the profit & los...

Created 29 Mar 11:57 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Show when sales invoices have been printed off or emailed

Businesses may not create and send invoices the same day, and if there are more than one person working on invoices and printing them there may be some confusion as to if an invoice has been sent to the customer or not. It would be useful if there...

Created 29 Mar 10:47 by Gethin Davies

IRIS KashFlow / Invoicing & Quotes

0 Already exists
1 Vote

Total line on App

When creating an invoice in the app you can only enter the base rate before VAT rather than the total costs. If you can add a total amount section like the web based version

Created 29 Mar 10:39 by Guest

IRIS KashFlow / Mobile Apps

0 Acknowledged
1 Vote

Company name at the top of reports

I use kashflow payroll for a number of clients. The payroll reports are printed off and then do not identify whuch company they are for as the reports do not havethe company name at the top. This is marketed to accountants to do multi companies bu...

Created 28 Mar 11:09 by Guest

KashFlow Payroll

0 New