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IRIS KashFlow

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Create invoices etc in XML format

We have a number of clients who wish us to send e-invoices and credit notes in XML format along with the existing PDF 'hardcopy' for direct integration to their systems. Example attached
Lloyd Naylor over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Add Expense 'What did you buy' details to 'Supplier Ref' field

I like that it's now a lot quicker to add expenses to Kashflow. Though I would like to see what the purchase was at a glance in the Supplier Ref, as you can with Purchases. It would be great if the details from the 'What did you buy' field could...
Guest over 6 years ago in IRIS KashFlow / Purchases 1 Planned

Abreviated Profit and Loss on dashboard

A really helpful feature would be if I could get my profit and loss as per current month and the accumulated for the running business year on to my dashbaoard, so at one plimpse I can see where my business stands. I just needs to be an an extract ...
Guest over 6 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

Income/profit by product summary

At the moment the only options for income by product is a pie chart or a excel sheet showing every transaction for a product. Although this is useful; for a company that has thousands of sales per period, it can be difficult to extract a summary o...
Gethin Davies over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Online Payment Links on Invoice. When creating an invoice for a customer I'd like a button to toggle on/off the online payment link attached to the invoice. This is because I sell some high priced items that I don't want paid for through an online card payment system as the fees are astronomical. But on lower priced items I don't mind. Currently I have to go through multiple steps to disable the online payment option, to then create and send the invoice, before having to go through all the steps to re enable it. .

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Andy Harrold about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to remove £ signs on invoice for net and vat totals.

£ signs on the two lines are not needed as the final total has a £ sign. In my case, they are not in line with my "house style". Must be the same for many others.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Batch Payment

If you have one payment going to multiple invoices, then you need to use the batch payment function, and you have to delete the original matching rule that is being offset against the supplier in order to avoid duplication of payments. However ...
Guest over 6 years ago in IRIS KashFlow / Payments 0 Acknowledged

Multiple email addresses when emailing out an invoice rather than having to cc or bcc each time

I have certain customers who want emails sent to 3 different people each time
Guest over 6 years ago in IRIS KashFlow / Customers 1 Already exists

Register your interest for the KashFlow MTD VAT Beta Program today!

Making Tax Digital ("MTD") for VAT legislation comes into effect on 1 April 2019. From this date, businesses with an annual turnover above the VAT threshold (currently £85,000) will be mandated to submit their VAT returns through MTD compatible so...
KashFlow Product Team over 6 years ago in IRIS KashFlow 0 Acknowledged

Daily Back up Data

Having an option to daily back up data. Too much work goes into a month to have a monthly back up.
Guest over 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged