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CIS Summary report - Subtotals

Add subtotals per subcontractor on the CIS Summary to make it easier when completing CIS return. The CIS summary report groups the details of individual items by subcontractor, but does not give a subtotal. Thereofre to complete the HMRC return yo...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1

Simple CRM Functions Built In To Kashflow

- Ability to add a Prospect / Lead to a new 'CRM' section.- Set the customer status to Cold, Warm or Hot and set a potential conversion percentage- Once they are confirmed as ordering or submitting to a project, you can simply press a button to co...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Get the GoCardless link generated by kashflow, via API, or frontend, so you can send it in personal emails

When setting up gocardless kashflow sends an email to the customer with a GoCardlesss link that they must click on to register. The problem is that often you have the conversation with the client, so they expect an email from the company not kashf...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Need interim invoices

Very important - Need a function to do interim invoices. I quote customer, then give them a deposit invoice, then an interim invoice, then final invoice.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

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 about 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 about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Since Brexit invoices do not support the EORI numbers so items cannot be shipped to the EU

Under the new Brexit rules invoices require the customer and suppler EORI number to be able to ship items to the EU which Kashflow does not support. Kuehne & Nagel, DB Schenker, Davies Turner, UPS, FEDEX, DHL etc etc All these freight companie...
Matthew Bott about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Creating a Commercial invoice and Packing Slip

Post Brexit, for our customers in the EU, we have to raise an invoice in Kashflow, but then as there are no facilities to enter the essential additional details onto the system, we have to download the invoices and add the required info for each i...
Jo Triner about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Marking a purchase invoice as disputed

It would be helpful to be able to mark both purchase and sales invoices as in dispute, and have this show up on statements produced for the supplier/customer. This way disputed purchases could not be accidentally paid, and disputed sales invoices ...
Anna Hales over 5 years ago in IRIS KashFlow 2 Part Released

Wage slips do not show rate of pay - legal entitalment

Employees have a legal entitlement to an itemised wage slip showing hours worked and rate of pay, Kashflow payslips do not show the rate of pay. Can this be addressed please?
Guest almost 6 years ago in KashFlow Payroll 0 Already exists