Help us improve

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
6 Vote

Link Purchases with Invoices for nice & clean breakdown

Link Purchase order (cost) against invoice (sale) for a clean breakdown per invoice. I was thinking about nice way of displaying your cost vs sales as per invoice basis directly from invoices page inside Kashflow. So by linking invoice with specif...

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Uncategorised

0 Will not implement
6 Vote

Icon to show that invoices have been sent please

I can't send my invoices by Email as I have to include other paperwork with them, therefore when I print an invoice to send it would be great if there was a "sent" icon to click so that then I know that particular invoice has been dealt with and s...

Created 10 Jan 09:23 by Guest

IRIS KashFlow

1 Already exists
6 Vote

Alternative VAT periods

Small businesses in Ireland have 2 monthly or 4 monthly Vat periods rather than yearly or quarterly. It would be great if these could be supported directly in the software (versus using customised reports).

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
6 Vote

Additional Custom Fields on Invoices, Receipts, Etc

Adding additional boxes onto invoices etc so you can have a purchase order number as well as job numbers etc

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
6 Vote

Post code search

Post code search with drop down of all addresses linked to that postcode instead of entering each line manually when adding a new customer. Would make it a lot easier

Created 10 Jan 09:22 by Guest

IRIS KashFlow / Uncategorised

3 Acknowledged
6 Vote

Warning when invoice is being overpaid.

It is not possible to use the bank feeds as they automatically allocates full payment to a invoice even if there is just 1p outstanding.

Created 10 Jan 09:22 by Guest

IRIS KashFlow

0 Already exists