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Date entry - show more than one month at a time, reducing need for drop down month change

When entering dates on invoices and purchases, particularly payment dates, it would be great if two or three months were visible at once (current, plus previous two months) without having to use the drop down box every time you have to enter a dat...
Guest over 3 years ago in IRIS KashFlow / Payments 0 New

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 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Be great to be able to merge Purchase Codes

I have 2 similar Purchase codes, each has multiple products but I want to be able to merge them into one Purchase Code
Paul Attrell over 3 years ago in IRIS KashFlow / Purchases 0 New

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 7 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 about 7 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 about 7 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 about 7 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 about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

VAT Return Download

The VAT "View" function now means you have to view/download the Summary and Detail separately. Can you please change or add a new function so you can download both together!
Steve McGregor about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Feature to combine duplicate accounts to one account if all have the same email address

It would be great for a feature to combine accounts so we don’t have duplicate accounts being created for the same customer with the same email address. Please can you add this? EKM just created one and it works instantly combining all the custome...
Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged