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IRIS KashFlow

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DO NOT LOG OUT automatically

Having worked for hours on quotes previously from time to time even after ticking the do not log out button on sign in I have found that my work is all lost. I propose either an auto save before log out function or a do not log out (Under any circ...
Guest almost 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Enable inclusion of images to a quote or invoice

When providing a quotation or invoice the ability to include images would be a great help. This can show before and after of completed jobs or other information. An additional ability to be able to add an attachment to the invoice or quote when su...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Having attended a site would it be possible to generate a document (Test Certificate for example)

Would it be possible for Kashflow to generate a document based on the details on the invoice which we could send to clients. In our case we would call it a Test Certificate - Thus eliminating having to raise a document externally and repeat enteri...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add the ability to record a payment as part of a Repeat Purchase, but on a different date to the Purchase

I have a regular recurring payment which I set up as per the KB article - https://www.kashflow.com/support/kb/repeat-purchases/ Although the purchase is dated (per the supplier invoice) on the 18th of every month, the payment is only made (by d...
Jon Grove almost 3 years ago in IRIS KashFlow / Purchases 0 New

SOME DECENT TEMPLATES FOR INVOICES PLEASE

The standard templates on Kashflow are really poor and there needs to be: 1) A selection of property designed templates available. 2) An editor that doesn't need HTML and CSS skills to edit. Running a graphic and web design company, I have these ...
Guest almost 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Customer able to pay a Quote / Proforma that then converts to invocei automaticlly

This would be great to make a quote, email to customer, they can click and pay online which converts direct to an invoice. We quite often quote, then create invoice, send to customer and they don't pay, so we then have to make a credit for the non...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

duplicate supplier invoice numbers - two invoices from different suppliers with same invoice number

I have some purchase invoices with the same invoice number, but Kashflow will not allow you to enter the same invoice umber twice, therefore my records do not match.
Guest almost 6 years ago in IRIS KashFlow / Suppliers 1 Already exists

Add the ability to calculate VAT on purchases automatically when you create a purchase, and see the net amount without VAT

Like many people, I find it incredibly hard to keep receipts, and in many cases we raise purchases on Kashflow just having the total from our bank statement to use. This means that to calculate VAT on purchases, we have to mess around with your se...
Guest almost 6 years ago in IRIS KashFlow / Purchases 1 Acknowledged

New Customers can input their details into your system before you invoice them

This would be useful for customers to fill out a type of 'contact form' as inputting manual data is very time consuming for a small business when we don't have the resources to hire someone to do this for us. It saves time with mistakes and it wou...
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Profit & Loss

When i create a project, it consists of one sales invoice and 30+ purchase invoices. So when i run a report for profit and loss for that project, it will show me the Turnover, Less Costs of Sales and any expenses. which is correct. However in my L...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged