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Create Invoice after adding new customer

Currently after creating a customer, there is no means to create an invoice for them After adding customer if you then add their details, address, phone, etc (which you naturally would after adding a customer). They click save. It takes you back...
Ed over 5 years ago in KashFlow Payroll 1 Acknowledged

Sick leave deduction

I don't believe this exists, but apologies if it does: I would like to be able to apportion time off sick and make a relevant deduction for each day off during the waiting period.
Guest over 5 years ago in KashFlow Payroll 0 Acknowledged

For Accountants to correct Dr and Cr Control Accounts in Nominal to agree with customer/supplier list

Have a client who has had Kashflow for a number of years, didn't do any year end routines, somehow got the customer list of balances out of sink with the nominal control account, we have now done a year end routine and it appears the nominal contr...
Guest over 5 years ago in IRIS KashFlow Connect / Clients 0 New

The ability to export audit trails with quantity field

This would be extremely useful as it would allow both the analysis of both physical and financial data. E.g number of units sold/purchased average value etc etc
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

SAML Integration

All of our company's software providers are integrated with SAML or OpenID to enable SSO and enhanced login security. I have seen Xero are developing this and wonder whether Kashflow could consider this too.
Guest over 5 years ago in IRIS KashFlow / Other 0 Acknowledged

Pls. Can I filter invoices on the app I only want to see unpaid

me I would find it useful i just want to check the back and if it’s paid then open the app and mark as paid
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

Uploaded purchase receipt report

I would like a report that shows me which transactions have attachments uploaded for them and which do not. This would help me see which transactions we are missing receipts for. Presumably this is an easy report to add, with a value 1 for uploa...
Guest over 5 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Paypal Purchases - Ability to mauanlly change assign to a supplier for Purcashes on Ebay

With all Paypal payment made form a this paypal account , I would like to be able to change assign set payments to a set account IE E(Ebay) on a payment by payment Basis - as ebay payments come from Store names and it creates a new Supplier for ev...
Guest over 5 years ago in IRIS KashFlow / Payments 0 Acknowledged

Payroll Crosstab Report - Schemes - Pension ER and EE added together

Hi When exporting the Payroll Crosstab report to Excel the pension amounts in the "Schemes" column are combined. It would be easier if we could see separate amounts for ERs and EEs for Pension Schemes. Thank you
Guest over 5 years ago in KashFlow Payroll 0 Acknowledged

Add CSV Importer Tool to Sales User Profile

I have users who I would like to give a unique Sales role to as they only deal with Customers Quotes and Invoices. But all of our invoices are imported using the CSV Importer Tool found in the Settings section of the menu and Sales role users do...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged