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8 Vote

a seperate sequence for credit notes

as above, i need credit notes to be a separate numeric sequence

Created 10 Jan 09:20 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
8 Vote

Nominal Activity Printout with Tax Breakdown

Allow a nominal ledger / activity printout with a tax (vat) code detailing and tax (vat) amount breakdown on same report.

Created 10 Jan 09:20 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
8 Vote

Invoice & Purchase list summary view

I would find it incredibly helpful to see the invoice/purchase order description in the summary list when viewing a customer and/or supplier. Currently you can only see the amount, date, Inv no and status.It would also be great if there was a colu...

Created 10 Jan 09:20 by Guest

IRIS KashFlow / Uncategorised

2
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