IRIS KashFlow

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The ability to have fractional items in invoices

We are a children’s nursery so the vast majority of what we invoice is for monthly childcare fees. When a child starts mid-month, finishes mid-month, or changes their booking pattern mid month then we end up with a fraction of a monthly fee item l...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0

1 VOTE

To have more payment term options

Our customers are required to pay a month in advance by direct debit for some services but other services provided are invoiced to the customer and they are expected to pay by return before collecting their boats. As I cannot alter the invoices to...

Guest over 6 years ago in IRIS KashFlow 0 Acknowledged

1 VOTE

Amend Columns visible of Client invoicec summary, as well as Invoice summary list. ie swith PO Column for a Custom or SOW type field. Same applies for Supplier Purchase columns.

This would benefit us from a perspective of visible details. ie, while useful, Client/Supplier PO numbers are not the same as our SOW index or invoice details. This would remove the need for this to be duplicated just to be visible in reviews. In ...

Noel Gorvett over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Allow user to choose time for sending repeat invoices.

Allow user to choose a time for repeat invoices to send out. Mine currently send out at like 3am or sometime in the middle of the night. This means a) clients can miss the email as its not dropping in their inbox during day hours and b) looks gene...

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

1 VOTE

Departmental trial balance or Profit & Loss

Kashflow is set up with departments. However, Kashflow can not produce a departmental profit and loss or trial balance showing the departmentalised values, thus rendering the departmental analysis completely useless. What is the point of having th...

Guest over 6 years ago in IRIS KashFlow / Projects / Reports 0

1 VOTE

Additional Payment methods on Invoice

i have customers who prefer to pay by Paypal and it would be ideal if there was a choice of methods by embedding both PayOnLine and PayPal buttons on the Invoice. Also as i have a Direct Debit setup outside of KashFlow, it would be ideal if a prom...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

GoCardless Pro

The ability to use gocardless pro so that customers can see the origination of the payment with the company name on their statement.

Guest over 6 years ago in IRIS KashFlow / Payments 0

1 VOTE

CSV Download of repeat invoices

I think there is a huge need to be able to download repeat invoices to CSV for financial analysis and auditing purposes. You can download as a PDF which isn't much use and it should be easy to implement as most other reports can already be downloa...

Benjamin Challinor over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0

1 VOTE

Invoice list does not show 'supplied to' when more than one contact is entered

Invoice list does not show 'supplied to' when more than one contact is entered. When one contact is entered this field is filled, but when a second contact name is entered nothing shows here. This is an anomaly.

CEO over 6 years ago in IRIS KashFlow / Customers 2 Already exists

1 VOTE

Option to show full names of suppliers and customers on the downloanded VAT report

It would be useful to show the full names (rather than just the account code) of the customers and suppliers on the downloaded VAT report.

Caroline Pringle over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

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