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Streamline your quote creation process with pre-written templates that remember pricing for each line item

I often find myself copying and pasting duplicate quote items from notepads into Kashflow. Would it be possible to incorporate a feature for pre-written quote templates that remember the pricing for each line item?

Anonymous over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

4 VOTE

Add "Capital On Tap" to list of bank feeds

Hi there, I'm using bank feeds for HSBC and Amex, which are GREAT - thanks! would love to also use for Capital on Tap but you don't currently integrate with that. Would be very grateful if you could get this added as it would save me a lot of time...

Russell Chesler almost 3 years ago in IRIS KashFlow / Bank 1 New

9 VOTE

Pay in installments

We have quite high ticket invoices and sometimes we'd like clients to be able to have the option on their invoice to pay in instalments. So, they could pay 50% there and then and then the rest as and when they're able, but with a scheduled date fo...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

Update all customer information pages at once before clicking "update details" button

Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to ...

A Liptrot over 1 year ago in IRIS KashFlow / Customers 0 New

2 VOTE

Include outstanding VAT liability on dashboard

The liability for VAT quarters just finished, for which returns are not yet done or paid, appears not to be included on the dashboard - only the amount for the current quarter. This can be a significant sum and should be included.

Christina Spencer over 1 year ago in IRIS KashFlow / Dashboard 0 New

1 VOTE

Ability to have more than one delivery address on a customer account

I think it would be very useful to have the ability to input multiple delivery addresses on a customer account. We currently have a number of customers with numerous delivery points and have to changeevery time we send to a different location. We ...

donna scotting 9 months ago in IRIS KashFlow / Customers 0 New

4 VOTE

It would be useful if you could assign advance payments to suppliers or from customers through the bank feed without having to input purchase invoices or sales invoices first.

I work in an accountancy practice, bookkeeping for several clients. I often put transactions through the bank feed before receiving the relevant purchase or sales information from my clients. Bank transactions are processed as payments on account ...

Guest almost 3 years ago in IRIS KashFlow / Bank 0 New

3 VOTE

Gross P&L

To run a gross profit and loss inclusive of VAT, if a company is hoping to fall under the VAT threshold, the current P&L is shows net of VAT requiring manual calculations however some sale items are exempt which can get complicated, & if t...

Guest about 2 years ago in IRIS KashFlow / Reports 0 New

1 VOTE

Addition of vendor number on invoices

We are frequently being asked to add our vendor number to invoices along with the purchase order. This would be a helpful addition

Guest 9 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

8 VOTE

Function to sort Employees by surname

Most systems sort by surname and/or forename. More intuitive and also more useful for exporting data for analysis.

Guest almost 6 years ago in KashFlow Payroll 0 Acknowledged

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