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Ability to add Purchase Orders from Customers

If you only have one customer (as in my case) or you have only a few and you need to invoice only partially for some works done, there is no way to keep track of the remaining balance on the Purchase Order received other then noting it down on pap...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

0% and N/A VAT Transaction Report should use payment date as filter if Cash Accounting used

The 0% and N/A VAT Transaction Report is very useful as a check that the correct VAT code is specified - this may be more important with MTD. However, the report is filtered based on the receipt/invoice date. However, for users using VAT **cash ac...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Being able to do Quotes and Estimates

At the moment you can choose option Estimate or Quote but I want to be able to do both
Guest almost 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Make Month a variable.

It would be very useful to include a Month variable place holder in the body of a recurring invoice description text. Each month I have to update the month text of every invoice I send out manually :-( I am unable to use automatically reoccurring ...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Invoices show my banking details for internet payment - this needs putting on the statements as well

Adding this would stop phone calls asking about payment details by someone who has not got the invoice
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Memorable word - the fields should blank out after entry to avoid copying by others

Previously I accessed the KashFlow system via a third party where each letter of the memorable word was blanked out after entry to prevent someone looking over my shoulder and copying the letters. This is similar to the way a cash machine works to...
Guest almost 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Global document format change - not manually by customer!

In settings for PDF Themes I changed to use the 'Clean' Theme to my default expecting that this would actually be the new default for ALL documents produced from that point going forward. Apparently not so. i would have to go into every one of hun...
Guest almost 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Natwest bank is 5 days behind when importing transactions

When importing the bank feed from Natwest it is always 5 days behind. Kashflow have blamed the bank for the issue, however this is not true as we use Sage One also and the bank feed is up to date when importing. We cannot send Customer Statements ...
Louise Bradley almost 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Add a letterheaded document for the registered company so they can send a letter with company details etc to a customer

No description provided
Guest almost 6 years ago in IRIS KashFlow 0 Acknowledged

Running balance on Activity report

It would be great and vital for Auditing purposes if we can have a "running balance" option in the activity report creation screen. Auditors usually need opening and closing balance to reconcile on their side.
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged