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the option to change the names of the fields in the invoices

the option to change the names of the fields in the invoices - for example some customers feel that TOTAL (which gives the NET figure) is misleading. I can change the names in the email or print version but not on the invoice
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

attach multiple invoices to same email address

It will be great to have feature to send multiple invoice to same customer in a single email directly from Kashflow.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Previously Loaded transactions screen

I would like to see some changes to the previously loaded transactions screen. This screen ignores the date settings entered for the import screen and ideally it could be filtered for this. It also shows transactions that date prior to the last re...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Ability to add line totals inclusive of VAT in mass import

Improve the template upload facility so that you can upload line totals INCLUSIVE of VAT. At the moment one can only mass import totals net of VAT and then nominate a VAT amount to be added. This is quite and issue for many businesses like mine th...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Ability to assign a project number to a nominal code so that all transactions in that code are treated as part of that project

We need to account for income/expenditure against grants provided to our charity and use projects for that purpose. Some incomes e.g. payments for after school coaching courses are assigned to one nominal heading. It would be useful to be able to ...
Nick Robinson almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

An acceptance section to the quote template for customers to sign directly.

It would be helpful to add an acceptance section to the quote template for customers to sign directly. A section for information in relation to company Terms and Conditions should also be available to customise quote template. Quotes can then be i...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

the ability for me to create a sterling statment, for my sterling customers with my home currency in Eur

No description provided
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Editing the description of imported transactions

When importing transactions from the company credit card account, there is no option of editing the description. Could you please allow such editing of the description, because it allows us to track expenditure against a specific project.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Support for charities to make Gift Aid submissions to HMRC from Kashflow

Ability to easily identify all donations that qualify for Gift Aid, administer associated Gift Aid declarations, and then produce HMRC compliant submissions. As Bank data is imported, applicable transactions are marked for Gift Aid processing.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

The ability to view notes of an invoice/Qoutes/Customer in the reporting section

When looking at any of the reports that are related to the customer invoices, I think it would be useful to have the ability to be able to see notes relating to a specific invoice as to why there were potentially any issues with that invoice, that...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged