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0% & N/A report

Following the release last night, I notice the following report is now available; ‘0% and N/A Sales Tax Transactions’ – the wording of this report is miss-leading, it should just say ‘0% and N/A Tax Transactions’ as it show sales and purchases, no...
Heulwen Thomas about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

'Sales Order' system. At stafe between quotation and invoice.

It would help with 'open order' or 'back order' system. As it stands, we can raise two customer documents – ‘quotation’ and ‘invoice’. We’re finding it difficult to process orders without an in-between stage. We receive many orders which take time...
Guest over 4 years ago in IRIS KashFlow / Customers 1 New

Be able to delete redundant Additional Users

I can create new Additional Users but when I don't want access to be available I can't delete their profiles - only Disable them. It would be cleaner and clearer to be able to DELETE Additional Users which are no longer required.
Guest about 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Download invoices by paid date

When doing a VAT return it would be very easy if i could select 2 dates and have it download all invoices (as pdfs or one spreadsheet format) that have been marked as paid within those dates.
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

Verification of invoices received by customers required!

It was suggested that this was a good idea by support and that I add it to Canvas. With the current system, Kashflow sends the customer an email out with a PDF attached. The problem with this is that due to the nature of antiquated email there is ...
Guest over 4 years ago in IRIS KashFlow 2 New

Option to choose length of inactivity before auto logging out

I find, and some clients have commented, that Kashflow logs out too quickly and it is frustrating having to log in so frequently. Can we have an option to extend the inactivity period?
Guest about 3 years ago in IRIS KashFlow / Other 0 New

Have a one off login for different companies

I'm trying to claim lost of earnings and the solicitor are not believing me. So it would be a good idea to let them see what i have invoice clients for that period.
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Export to csv the overdue invoice report

We use Kashflow for subscription based invoices (thousands every quarter). When an invoice becomes overdue, we currently have to go into each account individually to print off reminder letters. It is extremely time consuming. It would be an enormo...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

To be able to delete old templates in the journal section

Jouranls are amended on a regular basis e.g wages. When you create a new suitable template for a journal, you have to scroll through all the old templates to get to the ones you need. Would be helpful to be able to delete old templates.
Guest about 3 years ago in IRIS KashFlow / Other 0 New

Add Projects as Tab in Purchases

At our business we need to add a project for each expense. To check if this has been done easily it would be good to add as a tab for Projects in the Purchases part of Kashflow. Thank you.
Guest about 3 years ago in IRIS KashFlow / Purchases 0 New