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Bill of Materials / Works Order Report / Template

The ability to turn a quote or estimate into a bill of materials / works order. This would take your quote / estimate, then turn it into a BOM / Works Order which will remove the costings, so you could then print this to a) send to wholesalers / s...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Automatic saving to Dropbox

Saving every invoice to a dropbox account one at a time is very cumbersome, especially when multiple repeat invoices are generated. It would be very useful to allow all invoices to be automatically sent to the linked dropbox account upon creation/...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Lock transactions but still allow nominal code to be amended

Once we lock the transactions in Kashflow we can no longer change the nominal code that the transaction is assigned to – we used to be able to re-allocate the transaction to a different nominal code, but make no other changes, which worked well. W...
Heulwen Thomas about 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Full system backup

Thre really should be a way of recovering a totally lost accounts system, I know it is hard to actually delete everything but the current emailed backup is pretty useless other than just about covering me for the very basic accounting records.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Searching for Batch Payments

If you search for a batch payment it will not find this. Very annoying as if you are trying to audit an account and find this payment it is very difficult without having the ability to search for it. E.G if you pay 10 invoices totaling £150.02 and...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

The facility to do separate EC Sales lists online when your VAT quarters are different to the EC sales list quarters set of Jan-Mar etc

it's crazy that you can only submit a Kashflow online EC sales list if your accounts vat quarters are the same as the EC statutory quarters Jan-Mar etc. There is also no warning anywhere when you run the VAT quarter that an EC sales list is about ...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Planned

Capacity to archive older Quotes, Invoices and Purchases

I would like the option to Archive older quotes, invoices and purchases so that they do not still show when I need to search for a particular entry. At the moment I have to scroll through years of entries to search for an item not listed in the cu...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 3 Part Released

Customise Statements

Would be great to be able to change/customise the columns on emailed customer statements.Currently the default columns of Date | # | Purchase Order | Due | Invoice Issued | Payment Received Are pretty useless if, like mine, your customers don't us...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Ability to store files against purchases without Dropbox.

Storing files and receipts against purchases is great, but requiring a Dropbox account isn't. Other services provide this already ( ClearBooks )
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Country field for suppliers

Follow up to this idea - http://kashflow.uservoice.com/forums/288652-requested-features/suggestions/7376422-country-field-in-addresses It would be useful to be able to have a country field for suppliers as we use suppliers from all over the world,...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged