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8 Vote

Bank fields

There is a need for more fields in bank. We need to be able to put tranaction reference (eg cheque/paying in number); name of payee; description on transaction and ideally two further codes. Example uses could be internal refernec number in filing...

Created 10 Jan 09:20 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
8 Vote

Project P&L

To give a true P&L for each project it would be great to be able to associate PAYE or CIS to projects, this would give a better picture of each project profit

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
8 Vote

CIS Summary report - Subtotals

Add subtotals per subcontractor on the CIS Summary to make it easier when completing CIS return. The CIS summary report groups the details of individual items by subcontractor, but does not give a subtotal. Thereofre to complete the HMRC return yo...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

1
8 Vote

Simple CRM Functions Built In To Kashflow

- Ability to add a Prospect / Lead to a new 'CRM' section.- Set the customer status to Cold, Warm or Hot and set a potential conversion percentage- Once they are confirmed as ordering or submitting to a project, you can simply press a button to co...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
8 Vote

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
7 Vote

Option to add our company bank details to customer statements

Some customers find it easier to pay us from information on their account statement. Would be helpful to be able to add this facility to our statement in addition to invoices.

Created 13 Dec 16:14 by Guest

IRIS KashFlow / Payments

3
7 Vote

Bank details

There is very little bank details that can be stored as standing data within Kashflow, as a minimum we need to be able to put account number and sort-code. Additional information should really be SWIFT code and IBAN number, overdraft limit and ren...

Created 10 Dec 13:46 by Guest

IRIS KashFlow / Bank

1 Acknowledged