Help us improve

7 Vote

Bank reconciliation - imports for subscribers to a service

Hi, We have changed to the new interface and enabled bank imports, we even got it to work. However it was a major dissapointment for us as it completely lacks what the ability to link bank with KashFlow should provide. We have customers who pay a ...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
7 Vote

Overdue supplier invoices report

At current you can generate an on screen list of overdue supplier invoices, can we not get this as a report option within the supplier reports so it can be printed off for review/sign off? Because if the list runs to multiple pages then you have t...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

2 Already exists
7 Vote

VAT rate visible on sales invoices

I would like to have the option (in .pdf themes) to show the VAT 'rate' (e.g. 5%, 20%) used per sales invoice line entry on the printed copy. At the moment there is only a VAT value per line and total at the bottom of the invoice. This is for the ...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Invoicing & Quotes

0
7 Vote

An option to select a number of invoices/quotes etc by ticking a box and then pressing send to dropbox,

An option to select a number of invoices/quotes etc by ticking a box and then pressing send to dropbox, this would be less time consuming. Also the ability to save reports such as aged debtors etc to Dropbox would be very beneficial. Thanks

Created 10 Jan 09:19 by Guest

IRIS KashFlow

0 Acknowledged
1 Vote

Have the customer Default Sales Code available when raising invoice from "Invoices" option

Would it be possible for the customers Default Sales Code to be auto filled when raising invoices direct from the "Invoices" option. At the moment, it's only there when you create an invoice from the customers "home page". |If you raise the invoic...

Created 10 Oct 14:51 by A Liptrot

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Have customer Default Sales Code already when raising invoices

Would it be possible to have the customers Default Sales Code already there when raising an invoice from "Invoices" option? At the moment it only appears if you raise the invoice from the Customer Info page.

Created 10 Oct 14:47 by A Liptrot

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

When creating a new rule within the Bank Feed area, allow a Project to be added to a Purchases Invoice and Expense

Currently when I add a new rule to the Bank Feed to add a purchase invoice to a supplier record or an expense, there is no facility to add a Project to it. I then have to go into each purchase invoice that has been created by the rule and manually...

Created 06 Jul 15:11 by Michelle Bennett

IRIS KashFlow / Bank

0 New
1 Vote

Ability to see debtors by product

It would be useful to have a filter on the debtors report that enables you to drill down by product so you can get a list of debtors against one product only.

Created 09 Oct 14:20 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Ability to see project reference next to supplier invoice summary page

Useful to know the project reference for a particular invoice when looking at the supplier summary to be able to open instantly rather than having to open each invoice separately

Created 09 Oct 12:09 by Guest

IRIS KashFlow / Projects

0 New
1 Vote

Ability for user to see only incoming payments from the Bank

Essentially, we have a couple of Admin users who have to confirm that an invoice has been paid prior to sending an order. However, without giving them full access to Kashflow, or our corporate bank account, there is no way of doing this. Perhaps a...

Created 05 Oct 12:21 by Guest

IRIS KashFlow / Bank

0 New