IRIS KashFlow | Help us improve

Get the GoCardless link generated by kashflow, via API, or frontend, so you can send it in personal emails

When setting up gocardless kashflow sends an email to the customer with a GoCardlesss link that they must click on to register. The problem is that often you have the conversation with the client, so they expect an email from the company not kashf...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged

8 Vote

Need interim invoices

Very important - Need a function to do interim invoices. I quote customer, then give them a deposit invoice, then an interim invoice, then final invoice.

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged

8 Vote

Bill of Materials / Works Order Report / Template

The ability to turn a quote or estimate into a bill of materials / works order. This would take your quote / estimate, then turn it into a BOM / Works Order which will remove the costings, so you could then print this to a) send to wholesalers / s...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged

8 Vote

Automatic saving to Dropbox

Saving every invoice to a dropbox account one at a time is very cumbersome, especially when multiple repeat invoices are generated. It would be very useful to allow all invoices to be automatically sent to the linked dropbox account upon creation/...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged

2 Vote

Delete duplicate transactions in the 'ignore feeds' section

I had a problem with the bank connection, had to disconnect and re-connect. There are now many duplicated transactions in the ignored feeds. I hate having duplicates and a messy bank, does this stress anyone else out? There is no way to effectivel...

Created 24 Nov 14:23 by Guest

IRIS KashFlow / Bank

0 New

3 Vote

A report with department (aka Project) data on the report

Totally confused why we can enter department/project data at a transaction level yet cannot run a report on that information. The simple addition of the column for department/project on the Audit Trail would be the answer.

Created 30 Nov 13:46 by Guest

IRIS KashFlow / Reports

3 New

1 Vote

When running a nominal ledger report, please could you include an option to exclude nominal codes with no transactions, and could you exclude archived nominal codes from the nominal ledger report.

At present, nominal reports include all nominal codes (unless the user goes through the list and selects or de-selects the codes one by one), so the report has several lines (or even pages) of codes with zero opening and closing balances and no tr...

Created 15 Nov 16:59 by Guest

IRIS KashFlow / Reports

0 New

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Project P&L

CIS Summary report - Subtotals

Simple CRM Functions Built In To Kashflow

Get the GoCardless link generated by kashflow, via API, or frontend, so you can send it in personal emails

Need interim invoices

Bill of Materials / Works Order Report / Template

Automatic saving to Dropbox

Delete duplicate transactions in the 'ignore feeds' section

A report with department (aka Project) data on the report

When running a nominal ledger report, please could you include an option to exclude nominal codes with no transactions, and could you exclude archived nominal codes from the nominal ledger report.

Filter by status

Filter by category

Identify yourself with your email address

Project P&L

CIS Summary report - Subtotals

Simple CRM Functions Built In To Kashflow

Get the GoCardless link generated by kashflow, via API, or frontend, so you can send it in personal emails

Need interim invoices

Bill of Materials / Works Order Report / Template

Automatic saving to Dropbox

Delete duplicate transactions in the 'ignore feeds' section

A report with department (aka Project) data on the report

When running a nominal ledger report, please could you include an option to exclude nominal codes with no transactions, and could you exclude archived nominal codes from the nominal ledger report.