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My Ideas: IRIS KashFlow

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Copy Quote Notes when Converted to Invoice

Notes created against Quotes don’t transfer to Invoices; and seem to be lost forever. It would make sense if they could be transferred to Invoices, so as to retain an accurate record of notes
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Repeat billing for a date in the future that also sends invoices on a specific date of every month.

At the moment you are only able to set up repeat billing for a date in the future that also sends invoices every "So many" days. E.g. Repeat billing to start on the 01/11/2015 sending invoices every 30 days. This has no benefit to those of us who ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Real Time PAYE support

You should add support for Real Time PAYE to Kashflow. The only reason I'm looking at online accounting packages right now is because of Real Time PAYE. So is every other business in the UK that doesn't already have a suitable PAYE solution. As su...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Hide Archived Customers in Customer List

I have a growing number of customers and don't want to see the archived customers in the main customer view.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Released

Country Field in Addresses

Having an additional box for "country" in addresses would enable you firstly to enter a country and also to track sales to individual countries, even if you put the country in one of the existing boxes you don't then have enough room to format the...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Make Products a drop down list when invoicing

Dear Team, I wish to advise of an issue within Kashflow that is causing me (and no doubt countless other) a real problem when creating invoices. The way that it changed some time back has been nothing but a complete inconvenience and counterproduc...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 8 Released

Reverse the order of the projects when creating a document

When creating any of the following; PO Invoice Quote Etc When inputting the project reference it brings up a drop down list which starts with the first project we ever created on Kashflow, which is completely backward. I’m asking can we reverse th...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Include VAT Liability in Money You Owe on Overview Page

On the fiinacial overview on the dashboard, VAT is not included in teh 'money you owe line' or in the calculation It just lurks as a 'loose' number under the graphs. Personally I would like to see my balance totals including the deduction of Curre...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Trial Balance with "To Date" and "Inc Brought Forward" Options

On your reports section, you have a trial balance report.You also have a Profit and Loss and a Balance Sheet report. In my view I believe the description given by Wikipedia, see the following: From Wikipedia, the free encyclopediaA trial balance i...
Guest about 8 years ago in IRIS KashFlow / Reports 3 Released

Invoicing - Search product using partial name and SKU

The invoicing product search function is not fit for purpose. You have to type the EXACT product name letter by letter to be able to find it. You should be able to type any part of the product name to populate the search list. For instance: If I h...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 17 Released