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KashFlow Ideas

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Monthly income reports for Quotes

I would like to see a report available for Quotes before they get generated to invoices so my business can track monthly income on potential orders as alot of my orders dont get turned into invoices til much later on.It's important to keep track o...
Guest almost 8 years ago in IRIS KashFlow / Reports 2 Already exists

Please can we upload bank details onto a customer record

Seems ridiculous that we can upload everything else but not the bank account and sort code
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Will not implement

Colored filters / highlights that can be applied to bank statements according to criteria.

When reviewing bank statements in Kashflow it is sometimes irritating to have to select an entry and open up the more details section in order to see Vat percentage and amount. Having an optional filter would enable users to quickly highlight tran...
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Use delivery address automatically when you do a delivery note

This function is currently not possible but I think it makes perfect sense if you have saved the delivery dress (when you enter customer details on) and invoice can go to the usual address and when you click on delivery note or packing slip it cou...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Please can we amedn reports to show more details such as Job Description or Dept

This would help with payroll journals- help departments manage their own payroll easier eyc
Guest about 8 years ago in KashFlow Payroll 0

Working tax credits access

Hi, the information that working tax credits are asking for from people that are self employed has increased. It would be beneficial if we could grant them access in the same way we can grant access for accountants.
Guest about 8 years ago in IRIS KashFlow / Other 0 Will not implement

New Report - Invoices paid on a particular date or date range

it is important to us to knwo what has been paid as business actions are taken as a result of the payment
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

I suggest you develop a French Version of KashFlow

This will be very useful for the French speaking nationals and countries
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Increased functionality when subscription has expired

When a users monthly subscription has expired and their payment method has failed, why not allow the user to access invoice generation and credit chasing, plus continue to process scheduled invoices for at least a month. That way, they can be ince...
Aaron Foster about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Government Tab Within Employees Login

Rather than just seeing payslips when employees login, it would be beneficial if they could have access to their P60 or P45 if the case would exist.
Guest about 8 years ago in KashFlow Payroll 0 Acknowledged