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KashFlow Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

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103 VOTE

Allow Entering of Cost of Goods on Invoice Lines for Gross Profit Calculation of Products, Invoices & Customers

we would love to be able to add cost of goods to product database so we can easily calculate and report GP on individual products/invoices/customers aware we can add cost of some goods through our purchases but this doesn't reflect our business ne...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 11 Acknowledged

Single Payment Receipt for Bulk Payment

I like to send a payment receipt when a client settles an invoice. At present this is fine when a single invoice is settled but when a number of invoices are paid with a single payment there is no facility to send a payment receipt covering all in...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 7

Add SUPPORT link to new design

At the moment, the new design layout lacks any access to the help and support pages, unless you can find a section of Kashflow which has not yet been changed to the New Design. Why make things harder to find what you need?
Rich Mellor 2 months ago in IRIS KashFlow / Uncategorised 0 New

Separate Template for Pro-Forma Invoices

At the moment the only way to send a pro-forma invoice for prepayment is to alter the quote template. This obviously isn't practical as we send both quotes & pro-formas on a daily basis.A separate template for both is needed.
Guest over 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

Different Send-From Email Addresses for Different Documents

Allow us to setup different email addresses for the various documents Kashflow can send, both from email and BCC email. For example, quotes should be sent from a sales@ address and BCC'd to sales@ and salesmanager@. Invoices should be sent from ac...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 15 Acknowledged

Online Filing of Corporation Tax

HMRC are now asking for iXBRL compatible files when submitting corporation tax. An automated link from Kashfow would be ideal, but suspect this is a bit more complicated than the VAT submission module, but the ability to export to iXBRL format wou...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

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.
Guest over 8 years ago in IRIS KashFlow / Uncategorised 6 Planned

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?
Guest over 8 years ago in IRIS KashFlow / Uncategorised 6 Acknowledged

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
Paul Jansen over 8 years ago in IRIS KashFlow / Uncategorised 10

Single Reminder Letter for Multiple Invoices

Currently if one customer has several invoices overdue I can only bulk email them by ticking the box and they all go as separate emails without any message. This can come across as rude and unnecessary. So why not change it so you can choose the i...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 2