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Changing the look of the Statement

We would like to use the Statement function on Kashflow but do not like the layout of the document - it looks untidy and quite unprofessional. We would like it if possible if it could tie in with our Remittance template so we have a little bit of ...

Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Allow an admin to get access to create invoices but not to see anything else.

It would be great if a company can add an admin to the account but the admin to only have access to create new invoices per customer but not to have access to see any historic data or historic inoice amounts etc.

Guest over 1 year ago in IRIS KashFlow / Other 0 New

3 VOTE

Reduce the width of 'Disallowed' and 'Vat rate' columns

I've noticed that an extra column has been added to invoices and purchases orders, headed 'Disallowed'. Kashflow has explained the reason for the addition of 'Disallowed' but this column, along with the 'VAT rate' column are unusually wide in comp...

Guest over 2 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

3 VOTE

Create a proforma invoice

Is it possible to be able to create proforma invoices? At present we have to rename quotes to "Proforma" which takes a lot of time and extra effort, it would be easier to tweak the software to enable this function, this is a daily occurrence so ho...

Guest over 2 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

6 VOTE

Export Payroll to Kashflow Accounts

Kashflow payroll automatically sends the journal payroll to Kashflow accounts... great. However, each month, we have to manually enter our payroll transactions (the amounts coming out of the specified bank account to individuals and to HMRC) into ...

Guest over 4 years ago in KashFlow Payroll 0 Acknowledged

8 VOTE

Make an option to mark a supplier or customer invoice in query/dispute

Everyone would benefit from this, as we are currently paying invoices that are actually in query, but there is no option to show this other than to delete the invoice.

Guest about 6 years ago in IRIS KashFlow Connect / Other 1 Acknowledged

1 VOTE

Ability to generate report of actual income and expenditure on each project with net figures.

A the moment we are only able to generate such report with VAT inclusive value which doesn't help when checking P&L for each project.

Guest 9 months ago in IRIS KashFlow / Reports 0 New

4 VOTE

Remove Country from address

Having United Kingdom at the bottom of customer address looks ridiculas and un-professional. When was the last time you received a letter with your country on the bottom of you address!!! It makes it look like it's been sent from abroad, which is ...

Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

3 VOTE

Add a photo to a customer profile

We are a gas heating and plumbing business. It would be really handy if we could attach a photo of a customers boiler to the relevant customer record in order that we can see the boiler/set up for that particular customer should they phone for adv...

Guest over 2 years ago in IRIS KashFlow / Customers 1 Acknowledged

1 VOTE

Create report for non project items pelase

I use the Global Project Report to track project sales and costs Could really do with a report which shows items NOT allocated to a project, so a profit and loss for non project items and potentially a line on the global project report for items w...

Guest 10 months ago in IRIS KashFlow / Reports 0 New

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