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2 Vote

Apply part amounts to payment on accounts

If say you had an amount pre paid by a customer of £6000. You post as a PA (creditors a/c) a month or so later, you raise the invoice but for only part of that amount £5500 - why cant you allocate this to the PA leaving the £500 o/s?? You can easi...

Created 5 Jan 02:51pm by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
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
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
2 Vote

Gross P&L

To run a gross profit and loss inclusive of VAT, if a company is hoping to fall under the VAT threshold, the current P&L is shows net of VAT requiring manual calculations however some sale items are exempt which can get complicated, & if t...

Created 3 Jan 03:01pm by Guest

IRIS KashFlow / Reports

0 New
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
1 Vote

SKU column on invoices

Please support having a column for SKU numbers in an invoice. (linked to a product Sales Code). It's a very basic feature that is usually available for invoicing. Thanks

Created 9 Feb 09:54am by Salem de Bezenac

IRIS KashFlow / Invoicing & Quotes

0 New
55 Vote

Produce Customer Statements for different currencies, e.g. Euros

We have customers that request for their statements to be sent in there home currency.

Created 10 Jan 09:15am by Guest

IRIS KashFlow / Invoicing & Quotes

12 Part Released
55 Vote

Handle Stripe Fees Automatically

Stripe Fees to be handles automatically as is the case for GoCardless to minimise manual effort required and make bank reconciliation easier

Created 10 Jan 09:14am by Paul Jansen

IRIS KashFlow / Uncategorised

10
3 Vote

Add a photo to a customer profile

We are a gas heating and plumbing business. It would be really handy if we could attach a photo of a customers boiler to the relevant customer record in order that we can see the boiler/set up for that particular customer should they phone for adv...

Created 17 Nov 02:13pm by Guest

IRIS KashFlow / Customers

1 Acknowledged
2 Vote

Delete uploaded transactions before they are imported

This would help as if there is a problem with uploaded transactions eg duplicates they can be deleted before importing. I know you can ignore them but this does not remove them and when you look at uploaded transactions to be imported they are alw...

Created 28 Dec 12:23pm by Guest

IRIS KashFlow / Bank

0 New