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IRIS KashFlow

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In each Project, ability to produce a downloadable word doc which we could email to clients so they can sign off on the project (as you can for invoices and quotes)

What we want is basically a download/print button at the top right of the screen, as you have in the invoices and quotes sections, so that we can download a one page word doc containing all the info contained in the Project Order Details box, incl...
Nicky McGregor over 7 years ago in IRIS KashFlow / Projects 7 Acknowledged

Nominal Ledger: optionally display only codes which have transactions.

I would like to have a list of transactions arranged by transaction code, but only including those codes where there are any transactions to report. The first page of the Nominal Ledger report setup allows me to choose which codes to include in th...
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Ability to text messages to customers and supplier mobile telephones either individually or groups

Would be useful to confirm appointments, thanks for custom, seasonal messages, news broadcasts or anything you want to inform customers or suppliers about.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Display last reconcile date on list of bank accounts

It would be useful to be able to see when a bank account was last reconciled without having to click as if you're going to reconcile it, so just including the 'reconciled up-to' date on https://app.kashflow.com/#bankaccounts would make it more obv...
Paul Smith over 3 years ago in IRIS KashFlow / Bank 0 New

Please add a VAT rate for Exempt items (ie so they show the cost on the VAT return but have nil VAT on) currently you only have n/a and 0%

No description provided
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

Facility to import bank feed csv files without disconnecting live feeds

I find many times, especially when setting people up for the first time on Kashflow, that you need to get live bank feeds initially and then find out where they have imported back to and do a CSV import of the rest. As you need to have "dealt with...
Stephen Barker over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

NEED TO HAVE VAT REVERSE CHARGE APPLIED TO QUOTES

NEED TO HAVE VAT REVERSE CHARGE OPTION APPLIED TO QUOTES
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Falkland Islands (Malvinas) needs to have reference to Malvinas removed (urgently please)

We have a customer in the Falklands and they have advised me that (Malvinas) which appears on the invoice alongside the Falkland Islands is most offensive to Islanders and the families who lost loved ones during the liberation against Argentina. I...
Wendy Harvey over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Part paid invoices are not included in overdue or unpaid lists

When looking at unpaid/overdue items you need to see part paid items at the same time. In the real world, to have to go to a 'part paid' filter to get visibility of these only leads to invoices being missed. Part paid items should always appear in...
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

Printing price list

Would be good if we could print off the price list of our products.
Barbara Laczny-Gomez over 7 years ago in IRIS KashFlow / Reports 1 Acknowledged