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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 almost 5 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 about 6 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 over 6 years ago in KashFlow Payroll 0 Already exists

Company Registration Number

It would be best practice if limited company registration numbers could be added during set up and then selected to be included on sales invoices.
Guest over 6 years ago in IRIS KashFlow Connect / Settings 1 New

The option to add multiple Client Managers to a client on connect

So different staff members can on;y see the accounts they are assigned to.
Guest about 7 years ago in IRIS KashFlow Connect / Clients 2 Planned

Enable enterprises to be selected on transfer to Accounts Production

Accounts Production uses enterprises for farm accounts but there is not the ability to select an enterprise on transfer to Accounts Production. It would be useful to be able to include enterprises/branches at the mapping stage. Enterprises cannot ...
Elaine Milne over 7 years ago in IRIS KashFlow Connect / Reporting 0 Acknowledged

Design invoice templates

It would be useful, as with Sage and Quickbooks, to be able to manipulate the invoice template with our own designs so we can add or delete fields as required
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Remove 'United Kingdom' from address lines

Or at least make it an option. Our customes are all UK based, so to put 'United Kingdom' at the end of the address line looks ridiculous and makes it difficult to fit into a window envelope. At best, give customers a default option.
Guest over 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

Invoice View - Project Number

The invoice view on screen does not show the PROJECT - I need to click print to view in PDF or Edit. Please add this field to view on the screen
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Proforma

I find it hard to believe Kashflow don't yet have the ability to create Proforma invoices! I have now signed upto Sageone and will be moving away from Kashfow. Renaing QUOTES to Proforma is Not a Solution!
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged