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Show Project Name in Invoice & Quote List

Is it possible you could add a small feature to show tt he project name in the invoice and quote list pages? we deal with site names and having to refer to invoice numbers is a little confusing. Many thanks
Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Released

Start Date for Monthly Repeating Invoices

I'm setting up some monthly repeating invoices to start on 1st April. It's 25th Feb today ... so if I set the repeating day as 1st, KashFlow will send an invoice on 1st March. Looking through the list of items I want to set up today, 20 out of 24 ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Upload Terms & Conditions as PDF, which is automatically appended to every invoice sent

When we send invoices to clients (as a PDF) we always attach an additional page which is our invoicing terms and conditions. This is a full page, and cannot be accommodated on the front of the KashFlow invoice. We do this according to legal advice...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Email read status tracking

It often happens that you sent an invoice and wait for it to be paid until payment is due, then you pick up a phone to find out that person has never seen the email. It could be lost within his/her hundreds of emails per day and he/she didn't noti...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 5 Released

Nominal Codes on Sales and Purchase Invoices

Now that Kashflow does not allow you to edit purchase and sales invoices after they have been submitted in a VAT return, it can be difficult to easily locate which nominal code the invoice has been allocated to. Ideally the nominal code should be ...
Guest almost 6 years ago in IRIS KashFlow / Other 9 Released

Ability to submit CIS deductions using Kashflow payroll

If a client suffers a deduction from payment due to the CIS, rather than use the HMRC basic tools, could we have a facility within payroll to enter the deduction details
Guest about 8 years ago in KashFlow Payroll 5 Released

Trial Balance with "To Date" and "Inc Brought Forward" Options

On your reports section, you have a trial balance report.You also have a Profit and Loss and a Balance Sheet report. In my view I believe the description given by Wikipedia, see the following: From Wikipedia, the free encyclopediaA trial balance i...
Guest about 8 years ago in IRIS KashFlow / Reports 3 Released

Sandbox for API Testing

It would be nice to have some sandbox mode in the API to allow for testing new development (for example in the same way as GoCardless)
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Increase Auto Log Out Time

Increase inactivity time options so that longer than an hour can be selected for people who are working from home and need it on all day and don't want to have to keep entering passwords etc
Guest about 8 years ago in IRIS KashFlow / Uncategorised 3 Released

Make Products a drop down list when invoicing

Dear Team, I wish to advise of an issue within Kashflow that is causing me (and no doubt countless other) a real problem when creating invoices. The way that it changed some time back has been nothing but a complete inconvenience and counterproduc...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 8 Released