Help us improve

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.

Created 10 Jan 09:13am by Guest

IRIS KashFlow / Reports

16 Acknowledged
77 Vote

All Codes in Nominal Ledger

Allow the nominal ledger report to carry all account codes. Currently it doesn't carry the nominal codes for bank accounts. I am fine with them being switched off by default, but it's silly not to allow them to be switched on, as it means you can'...

Created 10 Jan 09:13am by Guest

IRIS KashFlow / Uncategorised

6
76 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.

Created 10 Jan 09:14am by Guest

IRIS KashFlow / Uncategorised

4 Acknowledged
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...

Created 10 Jan 09:13am by Guest

IRIS KashFlow / Uncategorised

15 Acknowledged
65 Vote

Invoice Paid Email Notification

It would be great if I could tick a box or add an invoice to a watch list which would email me a notification when it has been paid by card. At the moment I have to keep checking the invoices manually to see if they have been paid.

Created 10 Jan 09:13am by Guest

IRIS KashFlow / Payments

4 Already exists
1 Vote

Purchase Order Reporting

Please could a Purchase Order report be created on Kashflow? It would help if we could run monthly reports whereby they can be emailed and printed off for discussion.

Created 21 Feb 09:36am by Guest

IRIS KashFlow / Reports

0 New
64 Vote

Online Filing of Corporation Tax

HMRC are now asking for iXBRL compatible files when submitting corporation tax. An automated link from Kashfow would be ideal, but suspect this is a bit more complicated than the VAT submission module, but the ability to export to iXBRL format wou...

Created 10 Jan 09:13am by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged
59 Vote

Comparative Reporting for Profit & Loss and Balance Sheet

We really need to be able to look at the Profit and Loss account and Balance Sheet for a comparative period side by side with a current period.

Created 10 Jan 09:16am by Guest

IRIS KashFlow / Uncategorised

6 Planned
57 Vote

PayPal Importer - Individual Line Items & Quantities

As you're aware, when transactions are imported from PayPal to KashFlow, they all show up as one item on transaction or Multiple items as one item. Would there be any fixes for this so the quantity ordered tallies with the quantity imported into Kf?

Created 10 Jan 09:14am by Guest

IRIS KashFlow / Uncategorised

6 Acknowledged
3 Vote

Create a proforma invoice

Is it possible to be able to create proforma invoices? At present we have to rename quotes to "Proforma" which takes a lot of time and extra effort, it would be easier to tweak the software to enable this function, this is a daily occurrence so ho...

Created 28 Nov 02:17pm by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged