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KashFlow Ideas

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103 VOTE

Zapier Integration

- it would cover many of the integration requests from users, including:Amazon S3, SMTP, twitter, facebook, google drive, zendesk, paypal, mailchimp, basecamp. salesforce, google contacts, highrise, eventbright, zendesk, freshbooks, and many more....
Guest about 8 years ago in IRIS KashFlow / Uncategorised 27 Already exists
103 VOTE

Allow Entering of Cost of Goods on Invoice Lines for Gross Profit Calculation of Products, Invoices & Customers

we would love to be able to add cost of goods to product database so we can easily calculate and report GP on individual products/invoices/customers aware we can add cost of some goods through our purchases but this doesn't reflect our business ne...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 11 Acknowledged

Bank Feeds Imports

After downloading Bank feed, have the ability to match more than 1 amount to 1 Invoice or sale, before importing. After matching 1 amount, the invoice balance or sale balance to show the outstanding amount yet to match and not the total original i...
Guest about 2 months ago in IRIS KashFlow / Bank 0 New

Single Payment Receipt for Bulk Payment

I like to send a payment receipt when a client settles an invoice. At present this is fine when a single invoice is settled but when a number of invoices are paid with a single payment there is no facility to send a payment receipt covering all in...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 7

Detailed Payroll reports

We would love to be able to have more detailed reports within Payroll. For example, hours and cost worked for the month by department, maybe a split of costs for example when we have bank holidays etc
Guest about 1 month ago in KashFlow Payroll 0 New

Zapier - Purchase Invoices & Expenses

Currently the Kashflow Zapier integration allows the creation of sales invoices, but it'd be super useful to also be able to create purchase invoices and expenses.
Guest about 1 month ago in IRIS KashFlow / Partner Apps 0 New

deccan

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tanaya sharma about 1 month ago in IRIS KashFlow Connect 0 New

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

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

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 3 months ago in IRIS KashFlow / Bank 0 New