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IRIS KashFlow

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Motor Trade Accounts

Due to the used car motor trade having a different VAT setup to other sectors it would be great to have this as a function. There are very few, if any, specific used car accounts programs/packages in the market.
Guest almost 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Add new bank to list so to link bank account to Kashflow

Hello, I have been asked by support to drop you a line to see if Fire Financial Service Ltd (our UK Bankers) can be added to the bank list so that we can link the bank account to the Kashflow. Please advise.
Guest almost 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Need Kashflow to search for words or names in all fields of an account

HiIs there any way to search invoices by name other than just number? Also is there any way Kashflow can be made to search more than just the customer contact card for looking up notes etc? For example, we currently have companies who deal with se...
lisa bartup almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Dark/Night Mode for Setting > Display Settings

Please implement a Dark/Night Mode skin within the Display Settings.
Guest almost 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Add commencement date completion date columns to global project report.

More and more we're relying on breaking the work we've done into time periods. Specifically for R&D tax credit applications at the moment. It would be useful to be able to pull all projects from a specific tax period for analysis instead of ha...
Guest almost 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Allow insert, duplicate and convert item/comment to line item/comment

When building complicated quotes/invoices I often have to drag new line items or comments from the bottom (they're only added at the bottom) to the appropriate place in the invoice. This is frustrating as it often takes several attempts to get it ...
Katrina Boydon almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Only show invoice total

When quoting for work, there may be 6-20 different elements that make up the quotation which then total the quotation amount. However, we only want the customer to view the total amount, but see the breakdown of what is included. Can it be possibl...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Copying invoices ability to cancel

Why is it that it is not possible to 'copy' and invoice and then change your mind and cancel it? It always makes the invoice anyway. Please add a delete button or basically the ability to change your mind button after the invoice is copied before ...
CEO almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automatically send invoices

Need a tick box somewhere to set all paid invoices to auto send an email. Imported paypal sales (in the hundreds) have to be ticked and sent one at a time, or in batches. A waste of time.
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Merging of two customer accounts

I've followed the instructions at https://www.kashflow.com/support/kb/merging-customers/ but they do not work. Two of our customers have recently announced a merger into one entity. I need a way of keeping the transaction history for both in one n...
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged