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Showing 3298

enable transaction category searching of bank accounts

It would be useful if on the bank account transactions listing, you could sort by category (e.g. bank charges) within a date range. There is a workaround - running a P&L report shows the categories, and the total is 'clickable', so this brings...

Steve Bower about 1 month ago in IRIS KashFlow / Bank 0 New

80 VOTE

Global Project Report Profit & Loss

Improve reporting for Project Based Clients - System can currently print P&L for each individual project. However the system CANNOT print a summary Report to include the P&L of all projects on 1 report for specified date ranges.

Guest about 8 years ago in IRIS KashFlow / Reports 16 Acknowledged

77 VOTE

Separate Template for Pro-Forma Invoices

At the moment the only way to send a pro-forma invoice for prepayment is to alter the quote template. This obviously isn't practical as we send both quotes & pro-formas on a daily basis.A separate template for both is needed.

Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

1 VOTE

Payment due dates on statements

Currently, customer statements do not show the payment due date for each invoice listed. They only show the invoice date. Customers may assume payment dates are 30 days from the invoice date shown on the statement. For us, and many other businesse...

Guest about 1 month ago in IRIS KashFlow / Payments 0 New

75 VOTE

Different Send-From Email Addresses for Different Documents

Allow us to setup different email addresses for the various documents Kashflow can send, both from email and BCC email. For example, quotes should be sent from a sales@ address and BCC'd to sales@ and salesmanager@. Invoices should be sent from ac...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 15 Acknowledged

1 VOTE

inventory control app with bar code / qr code scanner

As our business is eveloving I am realising that having an inventory control app is becoming essemntial. But I need this to be able to link directly to invoices and PO's. Very suprissed that Kashflow is not already onbord with this as it appears o...

Guest about 1 month ago in IRIS KashFlow / Partner Apps 0 New

2 VOTE

HSBC Kinetic

Need HSBC kinetic as an option for banking as it is different to HSBC business.

Guest 3 months ago in IRIS KashFlow / Bank 0 New

1 VOTE

Direct upload of expense invoice on mobile app

Rather than needing a Dropbox account it would be good to be able to take a picture of the receipt and then upload on the mobile app.

Guest about 1 month ago in IRIS KashFlow / Mobile Apps 0 New

1 VOTE

Prior year comparative

Enable the profit and loss and balance sheet reports to show the prior year data side by side against the current year data.... as is required by law for financial statements filed at companies house

Guest about 1 month ago in IRIS KashFlow 0 New

3 VOTE

Stop the automated emails for repeat invoices

Please consider stopping the automated emails every month notifying me of the repeat invoices. They are the same every month (because they are repeat invoices!) so I do not need to be notified. This will avoid customers receiving unnecessary email...

Guest 4 months ago in IRIS KashFlow / Customers 0 New

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