IRIS KashFlow

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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 about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

2 VOTE

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 about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

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 about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

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 about 6 years ago in IRIS KashFlow / Suppliers 1 Already exists

2 VOTE

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 about 6 years ago in IRIS KashFlow / Purchases 1 Acknowledged

2 VOTE

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 about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

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 about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Sort bank reconciliation transactions in order of amount

It would be really useful to be able to sort the amounts in the bank reconciliation so I don't have to search for the amount on the screen which takes time.

Claire Howitt about 3 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

I would like to see purchase invoice descriptions showing when in supplier invoice list

When I want to look at a particular supplier invoice I have to open each invoice to find the one I want, if on the invoice list there was a column which shows the description I have entered it would save time

Claire Howitt about 3 years ago in IRIS KashFlow / Purchases 0 New

1 VOTE

When opening a new reconciliation page in the bank please do not highlight (blue tick) any transactions

Every time I go to reconcile the bank the new page already has blue ticked some purchase payments, this is just confusing and I have to tick and un-tick them every-time.

Claire Howitt about 3 years ago in IRIS KashFlow / Bank 0 New

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