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6 Vote

Display Project field in Purchase order / Invoices

In Kashflow already there is project field available for user to input values while creating a Purchase order or Invoice, which allows users to categorising each line item in Purchase Order or in Invoice as per project. But the Project field does ...

Created 30 Jan 10:16 by Guest

IRIS KashFlow / Purchases

2 Already exists
4 Vote

Allow users to create CIS certificates when paying subcontractors

when I pay subcontractors I have to manually produce CIS certificates to send to those subcontractors. The information has already been entered into KashFlow so it would be helpful if these could be created and then emailed from KashFlow. I know t...

Created 02 Sep 15:18 by Guest

IRIS KashFlow / Suppliers

1
6 Vote

Additional reporting at Project level

I have many projects set up on Kashflow, which are effectively sites that my client is currently developing (property developer). I can input the purchase invoices and allocate a project/site to each line, however it is then difficult to get this ...

Created 19 Jan 16:18 by Michelle Bennett

IRIS KashFlow / Projects

0 Acknowledged
6 Vote

Customer Statements - Add aged debt overview

It would be great if we could add an aged debt overview at the bottom of customer statements eg Month 1 spend, Month 2 spend etc (see attachment). That way customers can see on statements that they are overdue by 30+ days, 60+ days etc

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
6 Vote

Delivery address isn't automatically set if different from invoice address

Different delivery address - When a customer has a different delivery address to the invoice address you cannot just click on "create new invoice" as the delivery address remains the same as the invoice address, even if you have put the separate d...

Created 10 Jan 09:26 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
6 Vote

additional logo option in .pdf themes

Hi, it would be good to be able to add more than just one logo to the printable documents (e.g. quotes, sales invoices). E.g. I would like to add our accreditation logos as they are an important part of our marketing package. Thank you :-)

Created 10 Jan 09:25 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
6 Vote

Projects

We use projects extensively to enable compliance with charity reporting rules. It would be useful if:1) Bank and Paypal feed approval screens could offer the facility to add a project number2) Bank import rules allow a project number to be assigne...

Created 10 Jan 09:25 by Nick Robinson

IRIS KashFlow / Uncategorised

1 Acknowledged
6 Vote

Multiple Invoice Templates - Different template for different customers

Possibility of multiple invoice templates to be used at the same time so you can choose which one to use when creating invoices. I mean to choose when you click on New Invoice and not via Settings which would change the template for all future inv...

Created 10 Jan 09:25 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
6 Vote

Automated defaulting to correct purchase code for a supplier when creating a purchase when matching bank transactions

At the moment when I am matching bank transactions, and creating a new purchase, it does not automatically default to the correct purchase code and VAT rate which I have already created for each supplier. I have already assigned each supplier with...

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
6 Vote

The ability to export the quote listing to a CSV file, or the ability to run a 'Job board' within Kashflow

To be able to export the quotes list to a CSV file at any time to create a 'job board' for recording progress or alternatively more reports and options on the quotes screen to do this.

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged