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KashFlow Ideas

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VAT report/download improvement

In the detailed VAT report, KashFlow lists transactions included in each box of the VAT return, from box 1 to 9. Box 1 detail is the output tax detail for sales and Box 6 detail is the net value details for sales. But the order of the detail can b...
Steve Gatter almost 4 years ago in IRIS KashFlow / Reports 0 New

Change to dropbox integration

Any individual entity with more than one Kashflow account. will benefit from this. Currently Kashflow creates a dropbox folder Apps>kashflow. If you have 2 or more kashflow accounts all files will still be stored in the one folder and therefore...
Alan Moore almost 8 years ago in IRIS KashFlow / Partner Apps 1

Forms P11D & P11D(b) preparation & submission

Have been using KashFlow Payroll for a while now and incredibly pleased. However, have you considered including the facility to prepare Forms P11D & P11D(b) Benefits in Kind as part of the year end process? You do everything else, and it would...
Graham Yeomans almost 4 years ago in KashFlow Payroll 0 Acknowledged

Bulk print Purchase Orders

It would be great to be able to bulk print Purchase Orders like you can with invoices.
Guest almost 4 years ago in IRIS KashFlow / Purchases 0 New

Produce a packing slip from Quote

In order to create a packing slip, a quote must first be converted into an invoice. This instantly gets added to our creditors list which would be fine if we were a retail outlet, however, we use the packing slip as a substitute for a job sheet an...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

to add a feature that your system will detect when an order number has already been entered so there is no mistake of duplication

to stop duplicating order numbers
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Effective Way To Get More Clients

SEO for eCommerce sites are the method of giving rise to person online stock more noticeable in the search device outcome layers. A person can get more traffic from the paid search, while SEO price is much limited. E-commerce marketing services ar...
Mind Mingles almost 4 years ago in IRIS KashFlow Connect / Branding 0 New

Total value of quotes under catagories/flags

It would be usefull to see the total value of quotes sent or pending a customer decision and total value of quotes won or lost etc. In other words you would be able to see the total value of quotes under a specific category/flag so that you can tr...
Guest almost 8 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Reports to view revenue by Account Manager

In a lot of businesses Account Managers are paid bonuses for how much revenue they bring into the company. There is a field in KashFlow that allows us to add the Account Manager to the client account but this doesn't allow us to run a report that ...
Guest almost 8 years ago in IRIS KashFlow / Reports 1 Acknowledged

Link a subcontractor (supplier) to a customer

I'm an agent matching subcontractors to customers for projects - there's currently no way to automatically link subs automatically to their customers. This means I have to create all the records manually through projects. I'd like to be able to ch...
Guest almost 8 years ago in IRIS KashFlow / Suppliers 0 Acknowledged