Help us improve

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 14:17 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
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 14:13 by Guest

IRIS KashFlow / Customers

1 Acknowledged
9 Vote

Pay in installments

We have quite high ticket invoices and sometimes we'd like clients to be able to have the option on their invoice to pay in instalments. So, they could pay 50% there and then and then the rest as and when they're able, but with a scheduled date fo...

Created 19 Oct 13:43 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
8 Vote

Function to sort Employees by surname

Most systems sort by surname and/or forename. More intuitive and also more useful for exporting data for analysis.

Created 29 Apr 11:20 by Guest

KashFlow Payroll

0 Acknowledged
8 Vote

VAT detailed report to show what was actually submitted to HMRC for that particular VAT Return

It would be very useful if the VAT detailed Reports actually showed the figures that were submitted to HMRC for that particular VAT Return period. Since the last update it has become apparent that the total figures for the boxes on the VAT detail...

Created 18 Apr 13:55 by Melanie Vaughan

IRIS KashFlow / Reports

1 Acknowledged
11 Vote

Bank - add transaction - comment field memory so you don't have to key in each transaction as many recurr

Comment field memory so you don't have to key in each transaction detail as many are recurring - in fact I'm sure it used to have the functionality....

Created 10 Jan 09:34 by Guest

IRIS KashFlow / Bank

1 Acknowledged
11 Vote

Global project report to be able to select dated to run it for all projects as i have over 50 projects

Global project report to run for specific dates for all of the projects

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Reports

10 Acknowledged
11 Vote

Option to discount individual line items on one invoice

We offer different levels of discounts on different products depending on terms with individual suppliers. It would be useful to offer product discounts as well as customer discounts. This is particularly important when supplying against a tender ...

Created 10 Jan 09:23 by Ken Callaghan

IRIS KashFlow

3 Acknowledged
11 Vote

Ability to split bank payments from bank feed to partly pay multiple customer invoices

I am using the bank feed to load my bank transactions.As I am in property rental some of my tenants rent is paid by Housing Benefit every 4 weeks. If I invoice for £100 per week every week and HB only pay £360 to cover 4 weeks rent at £90 per week...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Bank

2 Acknowledged
11 Vote

allowing bank feed transactions to be assigned to projects, especially with Rules

Projects are very helpful in Kashflow, but if the bank feed is the driver that creates new P&L & BS transactions then it's difficult to find them and assign them to projects. When creating new invoices & purchases using the bank feed, ...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Projects

3 Acknowledged