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3 Vote

Create P11D reports alongside existing P60 and P45 reports. URGENT NEED FOR HMRC COMPLIANCE & EMPLOYEE REPORTS.

Create P11D benefit in kind reports alongside existing P60 and P45 reports. URGENT NEED FOR HMRC COMPLIANCE & EMPLOYEE REPORTS. Without this Kashflow Payroll is not fit for purpose as a payroll solution.

Created 11 Oct 10:53am by Dan Pascall

KashFlow Payroll

0 New
2 Vote

Update all customer information pages at once before clicking "update details" button

Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to ...

Created 10 Oct 02:58pm by A Liptrot

IRIS KashFlow / Customers

0 New
1 Vote

Have the customer Default Sales Code available when raising invoice from "Invoices" option

Would it be possible for the customers Default Sales Code to be auto filled when raising invoices direct from the "Invoices" option. At the moment, it's only there when you create an invoice from the customers "home page". |If you raise the invoic...

Created 10 Oct 02:51pm by A Liptrot

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Have customer Default Sales Code already when raising invoices

Would it be possible to have the customers Default Sales Code already there when raising an invoice from "Invoices" option? At the moment it only appears if you raise the invoice from the Customer Info page.

Created 10 Oct 02:47pm by A Liptrot

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Ability to see debtors by product

It would be useful to have a filter on the debtors report that enables you to drill down by product so you can get a list of debtors against one product only.

Created 9 Oct 02:20pm by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Ability to see project reference next to supplier invoice summary page

Useful to know the project reference for a particular invoice when looking at the supplier summary to be able to open instantly rather than having to open each invoice separately

Created 9 Oct 12:09pm by Guest

IRIS KashFlow / Projects

0 New
1 Vote

Ability for user to see only incoming payments from the Bank

Essentially, we have a couple of Admin users who have to confirm that an invoice has been paid prior to sending an order. However, without giving them full access to Kashflow, or our corporate bank account, there is no way of doing this. Perhaps a...

Created 5 Oct 12:21pm by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Include outstanding VAT liability on dashboard

The liability for VAT quarters just finished, for which returns are not yet done or paid, appears not to be included on the dashboard - only the amount for the current quarter. This can be a significant sum and should be included.

Created 4 Oct 03:03pm by Christina Spencer

IRIS KashFlow / Dashboard

0 New
2 Vote

Please revisit the new screen design

Attached are 2 screenshots showing an invoice being edited in the original interface and the same invoice in the new design. The original is very usable design with appropriate spacing for numerical values and description In the new style screen -...

Created 4 Oct 01:10pm by Christina Spencer

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

We need the ability to delete Products from sales invoices

My client does not use 'products' and I do not want products drop down boxes in the middle of all my sales invoices when we do not use products. Apparently at the moment this box cannot be deleted from the sales invoices.

Created 2 Oct 10:38am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New