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Direct Debit's visible on client' homepage

Add Direct Debit Active on clients homepage due to multiple clients it's hard to keep track
Guest about 1 month ago in IRIS KashFlow / Customers New
103 VOTE

Zapier Integration

- it would cover many of the integration requests from users, including:Amazon S3, SMTP, twitter, facebook, google drive, zendesk, paypal, mailchimp, basecamp. salesforce, google contacts, highrise, eventbright, zendesk, freshbooks, and many more....
Guest over 9 years ago in IRIS KashFlow / Uncategorised Already exists
103 VOTE

Allow Entering of Cost of Goods on Invoice Lines for Gross Profit Calculation of Products, Invoices & Customers

we would love to be able to add cost of goods to product database so we can easily calculate and report GP on individual products/invoices/customers aware we can add cost of some goods through our purchases but this doesn't reflect our business ne...
Guest over 9 years ago in IRIS KashFlow / Uncategorised Acknowledged

Single Payment Receipt for Bulk Payment

I like to send a payment receipt when a client settles an invoice. At present this is fine when a single invoice is settled but when a number of invoices are paid with a single payment there is no facility to send a payment receipt covering all in...
Guest over 9 years ago in IRIS KashFlow / Uncategorised

Global Project Report Profit & Loss

Improve reporting for Project Based Clients - System can currently print P&L for each individual project. However the system CANNOT print a summary Report to include the P&L of all projects on 1 report for specified date ranges.
Guest over 9 years ago in IRIS KashFlow / Reports Acknowledged

Separate Template for Pro-Forma Invoices

At the moment the only way to send a pro-forma invoice for prepayment is to alter the quote template. This obviously isn't practical as we send both quotes & pro-formas on a daily basis.A separate template for both is needed.
Guest over 9 years ago in IRIS KashFlow / Uncategorised Acknowledged

Different Send-From Email Addresses for Different Documents

Allow us to setup different email addresses for the various documents Kashflow can send, both from email and BCC email. For example, quotes should be sent from a sales@ address and BCC'd to sales@ and salesmanager@. Invoices should be sent from ac...
Guest over 9 years ago in IRIS KashFlow / Uncategorised Acknowledged

Security role change

We need to add a user type that is Read Only access only.At the moment, even a Basic user role can send invoices for example, so, like in the Connect KB, the ability to select areas of KashFlow, and more granular capabilities would be great, so us...
Guest about 2 months ago in IRIS KashFlow / Other New

Private use restriction percentage

Instead of just having a "Disallowed" tick box against a nominal code, we need a percentage box to restrict for private use. This is ESSENTIAL for Making Tax Digital and every other piece of accounting software allows for this. I have just created...
Stephen Barker about 2 months ago in IRIS KashFlow / Other New

Online Filing of Corporation Tax

HMRC are now asking for iXBRL compatible files when submitting corporation tax. An automated link from Kashfow would be ideal, but suspect this is a bit more complicated than the VAT submission module, but the ability to export to iXBRL format wou...
Guest over 9 years ago in IRIS KashFlow / Uncategorised Acknowledged