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My Ideas: IRIS KashFlow

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Separate Template for Pro-Forma Invoices

At the moment the only way to send a pro-forma invoice for prepayment is to alter the quote template. This obviously isn't practical as we send both quotes & pro-formas on a daily basis.A separate template for both is needed.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

Online Filing of Corporation Tax

HMRC are now asking for iXBRL compatible files when submitting corporation tax. An automated link from Kashfow would be ideal, but suspect this is a bit more complicated than the VAT submission module, but the ability to export to iXBRL format wou...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Invoice Paid Email Notification

It would be great if I could tick a box or add an invoice to a watch list which would email me a notification when it has been paid by card. At the moment I have to keep checking the invoices manually to see if they have been paid.
Guest about 8 years ago in IRIS KashFlow / Payments 4 Already exists

Different Send-From Email Addresses for Different Documents

Allow us to setup different email addresses for the various documents Kashflow can send, both from email and BCC email. For example, quotes should be sent from a sales@ address and BCC'd to sales@ and salesmanager@. Invoices should be sent from ac...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 15 Acknowledged

Global Project Report Profit & Loss

Improve reporting for Project Based Clients - System can currently print P&L for each individual project. However the system CANNOT print a summary Report to include the P&L of all projects on 1 report for specified date ranges.
Guest about 8 years ago in IRIS KashFlow / Reports 16 Acknowledged

Single Payment Receipt for Bulk Payment

I like to send a payment receipt when a client settles an invoice. At present this is fine when a single invoice is settled but when a number of invoices are paid with a single payment there is no facility to send a payment receipt covering all in...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 7
103 VOTE

Zapier Integration

- it would cover many of the integration requests from users, including:Amazon S3, SMTP, twitter, facebook, google drive, zendesk, paypal, mailchimp, basecamp. salesforce, google contacts, highrise, eventbright, zendesk, freshbooks, and many more....
Guest about 8 years ago in IRIS KashFlow / Uncategorised 27 Already exists
121 VOTE

Google Drive Integration

Add documents I have stored in Google Drive to my KashFlow with out going via my hard drive?
Guest about 8 years ago in IRIS KashFlow / Uncategorised 18
132 VOTE

Corporation Tax Estimate

It would help us if the Kashflow software provided a corporation tax liability estimate (like the VAT one on the main dashboard). This would give us an idea of what we need to keep aside for the tax man.
Gary McDonald about 8 years ago in IRIS KashFlow 6 Acknowledged
103 VOTE

Allow Entering of Cost of Goods on Invoice Lines for Gross Profit Calculation of Products, Invoices & Customers

we would love to be able to add cost of goods to product database so we can easily calculate and report GP on individual products/invoices/customers aware we can add cost of some goods through our purchases but this doesn't reflect our business ne...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 11 Acknowledged