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IRIS KashFlow

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Change name of auto generated Quotes

You can change the name of the auto-generated invoices in Advanced settings. But it would be great to extend this functionality to the other auto generated file names (Quotes, POs etc). So instead of the files produced being named 'Quote 27.pdf' w...
Corin about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Vat on Debtors report

Just wondering if you have the facility to separate the vat content of our debtors balance at the year end or period end- this is a question my accountant has asked - We are cash basis for vat, and we are a mixed rate supply so this type of report...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

a report which allows me to see my purchases but also includes the narrative description.

I have to prepare breakdowns of recharged expenses for one of my clients. I prepare the breakdown using a download of Kashflow's purchase reports. Frustratingly, none of the purchase reports include the narrative description of the individual purc...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Method of attaching scanned receipts to an invoice instead iof using 3rd party software to pdf

Method of attaching scanned expenses receipts to an invoice instead of using 3rd party software to pdf and email out!
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Adding quotation revisions.

It would be really useful to be able to revise a quotation and have it saved as a sub quote, eg: Quote number 1, and after it has be revised it becomes Quote 1.1, 1.2 etc. Our quoting stage can last a few months on larger projects and a lot of cha...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Make highlighted items easier to read

Make highlighted items easier to read Could you please change the background colour that appears on highlighted items (e.g. selected items on the bank reconciliation screen)? At the moment this is a dark blue, but it is very difficult to read dark...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

4. When creating a transaction from an imported bank transaction could we be able to enter various line items to different nominals and with

When creating a transaction from an imported bank transaction could we be able to enter various line items to different nominals and with different Vat codes.
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

Sales growth chart

On behalf of one of our users, but they request that we enable the dashboard so that you can change the date range of the sales growth chart. you can change which report appears, but not the date range.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Automatic date change on invoice when items added to it.

I work for a skip company and open an invoice when a skip is hired. The invoice is not completed until it returns to the site and a tipping charge added. It would be very useful for me if the date of the invoice changed when the invoice has items ...
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

Make VAT status date aware

When de-registering from VAT Kashflow removes all historical record of VAT. From an accounting point of view this is non-sensical. Surely it would be possible to the VAT situation linked to dates? i.e. VAT liable between 01/04/2015 & 31/12/201...
Guest about 8 years ago in IRIS KashFlow 2 Acknowledged