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IRIS KashFlow

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Option to automatically email client receipt of payment, likewise when paying a supplier invoice automatically send a payment remittance

When a client invoice is marked as paid have the option to automatically email client receipt of payment, likewise when a supplier invoice is marked paid a remittance advice is emailed.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

A project number field to the rapidfile batch entry screen. Without it, if you are using projects then rapid file cannot be used at all

Rapidfire bookkeeping is great, and useful if you have large amounts of transaction to input - however, if you you are using projects, then you cant use rapid fire at all, which seems a huge waste to me
Guest about 8 years ago in IRIS KashFlow 1 Acknowledged

a seperate sequence for credit notes

as above, i need credit notes to be a separate numeric sequence
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Nominal Activity Printout with Tax Breakdown

Allow a nominal ledger / activity printout with a tax (vat) code detailing and tax (vat) amount breakdown on same report.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Bank fields

There is a need for more fields in bank. We need to be able to put tranaction reference (eg cheque/paying in number); name of payee; description on transaction and ideally two further codes. Example uses could be internal refernec number in filing...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 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 about 8 years ago in IRIS KashFlow / Uncategorised 0 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 about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Get the GoCardless link generated by kashflow, via API, or frontend, so you can send it in personal emails

When setting up gocardless kashflow sends an email to the customer with a GoCardlesss link that they must click on to register. The problem is that often you have the conversation with the client, so they expect an email from the company not kashf...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Need interim invoices

Very important - Need a function to do interim invoices. I quote customer, then give them a deposit invoice, then an interim invoice, then final invoice.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Bill of Materials / Works Order Report / Template

The ability to turn a quote or estimate into a bill of materials / works order. This would take your quote / estimate, then turn it into a BOM / Works Order which will remove the costings, so you could then print this to a) send to wholesalers / s...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged