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Reports

One look at the issues on here and straight away the runaway issue is with reports.This is really starting to impact on the usability of Kashflow, and if its not usable its not worth using any longer. Can anyone from Kashflow at least acknowledge ...
George Ross almost 4 years ago in IRIS KashFlow / Reports 0 New

the option of Letters to be added to the invoice numbers also allowing us to facilatate a customers to settle the statement by card via phone, in the normal way.

It would be very helpfull to have letters as well as numbers for invoices a problem with your facility. We raised two invoices for a customer. We then went to statement. We obviously thought there was a facility at hand allowing us to facilatate a...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

Sending statement and invoice together with ViaPost

We still have the requirement to send out paper invoices each month and with certain clients they prefer the inclusion of a statement. Have enabled the ViaPost service with KF and does work fine for sending invoices or statements only, there doesn...
NKB almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

CIS

My Accountant can't help me with this, unless I am able to report it into Kashflow.
Guest almost 8 years ago in IRIS KashFlow / Other 1 Already exists

Include photo receipt uploading and easier to use auto bookeeping software

Small businesses and individuals don't have time to do accurate bookkeeping and cannot afford to pay a bookkeeper regularly. They normally suffer for this as they cannot easily keep an eye on their cashbook, tax liabilities etc. If I can think of...
Guest almost 8 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Storing of multiple shipping addresses for the same customer.

customers often require goods to be shipped to more than one delivery point but require invoices to be billed to the same HQ address. Drop down menu of stored addresses on shipping address field.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Can you link it to a Diary

Turn a quote into a job and link it to a diary
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Could you introducing a feature to allow invoices to be saved, or marked, as drafts please

I don't always use the email function within Kashflow to send out my invoices, sometimes I prefer to write a personal email and attach the invoice downloaded from Kashflow. Therefore, I can't always tell at a glance in Kashflow which invoices have...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

Upload receipts - add attachment icon to each expense record

It's useful because it removes the need to save receipts in dropbox. If everything is in Kashflow, it is all in 1 place, easy to track, monitor and deal with HMRC - if it comes to it
Guest almost 8 years ago in IRIS KashFlow / Purchases 0 Acknowledged

add future payment date when processing single payment via Go Cardless integration

Where a Go Cardless mandate is in place for a client, it is possible to collect a one-off payment against an invoice. However, ther eis no option to enter a future processing date for this payment. Often the invoice has a future due date for payme...
Guest almost 8 years ago in IRIS KashFlow / Payments 0 Acknowledged