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My Ideas: IRIS KashFlow

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Multiple payment options in invoices

I use Paypal as one of many options to get paid by my clients. I love that I can have a 'Paypal' button in my Kashflow invoices. However, I also wanted to show my customers that they can pay me be Go Cardless too. It would be great if I could have...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Ability to have different themed invoices for a customer

When creating an invoice have the ability to choose at that time the type of themed invoice you require. For example, at present, if you set up reoccurring monthly invoices which contains specific wording, e.g. relating to DDs and then you wish to...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Bank reconciliation - imports for subscribers to a service

Hi, We have changed to the new interface and enabled bank imports, we even got it to work. However it was a major dissapointment for us as it completely lacks what the ability to link bank with KashFlow should provide. We have customers who pay a ...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Project P&L

To give a true P&L for each project it would be great to be able to associate PAYE or CIS to projects, this would give a better picture of each project profit
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

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 almost 9 years ago in IRIS KashFlow / Uncategorised 1

Company Number in company Details

getting your coder to add a field in the company details section that gives ability to show "Company number" should just be there" really....
Guest almost 9 years ago in IRIS KashFlow / Other 3 Acknowledged

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 almost 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Default date on add payment form

When we add a payment to a purchase invoice, could the date on the pop-up form default to the date on the purchase invoice? If I am adding lots of payments it's tedious to have to keep resetting the date.
Guest almost 9 years ago in IRIS KashFlow 1 Will not implement

Project names in journal

Currently when using projects in journal it just show the number, the name would be handy too, it looks like it should be there after the -
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 0 Planned

interest on invoices

If you are using credit control with customers, you should be able to set an interest rate, and time period of late invoices, so the software then update the invoice until paid, and resends it periodically. So I could say, my interest rate is 8% a...
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged