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An option to select PAYE or Income Tax text on payslip

Currently the payslips show "Income Tax" as a set text on the payslips and the facility to amend the name of the automatic payslip tax item is not available. P.A.Y.E is an abbreviation for a standard HMRC salary deduction and should really be refl...

Guest about 8 years ago in KashFlow Payroll 0 New

3 VOTE

Ability to change supplier on a PayPal import

I have a PayPal Debit card which is directly linked to my PayPal account, so I can use this to make multiple purchases in stores from my PayPal balance. When an import takes place into KashFlow these all all imported as purchases to one supplier a...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

3 VOTE

Private/Non-print or Display Invoice Notes Field

In an earlier incarnation of Kashflow, before the newest UI, we were able to make notes relating to invoice content for our refernce only - ie notes that didn't display on the invoice when printed. We found this very useful - it'd be great to see ...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

3 VOTE

PDF attachments of invoices to credit control emails

Currently credit control emails do not include a PDF attachment of the overdue invoice. Whilst a hyperlink to download a copy of the invoice can be added through text substitutions, this is blocked by many company firewalls. This then means additi...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

3 VOTE

When de-registering for VAT, exisiting repeating invoices should also be amended

We recently de-registered for VAT, and amended the VAT setting in Kashflow (after consulting the Helpdesk). I tested this by creating a manual invoice, and sure enough there was no mention of VAT. All hunky-dory, I thought. Then a few days later, ...

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

3 VOTE

Option to factor in unmatched bank transactions in bank balance

I keep a lot of unmatched bank transactions lying around for my bookkeeper to process very infrequently, but that means that my bank balance is way out - currently by thousands of pounds. It would be good if I could tick a box to enable an option ...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

3 VOTE

"Do you really want to leave your bank feed?"

A prompt when attempting to navigate away from the bank feed without importing would be really useful as I have lost hours of matching a few times for simply forgetting.

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

3 VOTE

Ability to Import "Blocks" of Line Items or Other Quotes to Populate a New Quote

In my line of work the line items are used to build large plumbing systems. Typically every system is customised but is based on one of several base or generic systems that is tweaked slightly. It would be very helpful if I could build a new quote...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

3 VOTE

Supplier Activity or Purchase History Report

It would be very helpful if a report could be run per supplier to see your activity with them over a selected time frame. One identical to your 'Customer Purchase History' report would be ideal.

Guest about 8 years ago in IRIS KashFlow 2 Already exists

1 VOTE

Purchase Code Product - Decimal Point or Percentage option

The Issue Currently when adding products under the Purchase or Sales code the price box only allows items to two decimal places. However as we all know VAT etc uses multi decimals especially when items are in larger than single quantities. Our sup...

Ben over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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