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IRIS KashFlow

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Remove product box when creating a quote

The product box is not necessary for our business, leading to a compressed description box. This would make the screen look less cluttered.
Guest 12 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Invoice View - Project Number

The invoice view on screen does not show the PROJECT - I need to click print to view in PDF or Edit. Please add this field to view on the screen
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

More detailed statements

Enhance customer statements to include each individual invoice descriptions, providing a detailed overview of the work carried out, alongside the invoiced amounts. on customer statements so that the statement also shows what has been written in th...
Guest 12 months ago in IRIS KashFlow / Customers 0 New

Final Demand Notice on Invoices

on our invoices we have "Overdue" when they are overdue for payment, it would be good if there was an option for it to say "Final Demand" when needed.
Guest 12 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Turn an invoice into Commercial Invoice for shipping option

Option to have the ability to automatically create a Commercial Invoice for customs shipping declarations from a standard invoice (a Commercial Invoice is not actually an ‘invoice’ as in the traditional sense. It's required for customs declaration...
Guest almost 2 years ago in IRIS KashFlow / Other 0 New

When credit note applied then Kashflow should say CREDIT NOTE not PAID.

Customers are getting confused when we send a credit note as it says PAID. They only see PAID as its in big red letters so assume theyve paid it. Its a CREDIT NOTE therefore should say CREDIT NOTE
Claire Richardson almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Show Construction VAT Reverse charge on Quotes

Why is it useful? Eradicates customer confusion as the quote would accurately reflect what will be invoiced. Who would benefit from it? Any business in the construction industry registered for VAT & CIS and using quotes within Kashflow. How sh...
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Bring back CSV download of VAT return calculations

I need to check these calculations, as we have different rates, and I have found errors in the past . I now have to look back through a whole quarter's invoices and receipts to check them!
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Proforma

I find it hard to believe Kashflow don't yet have the ability to create Proforma invoices! I have now signed upto Sageone and will be moving away from Kashfow. Renaing QUOTES to Proforma is Not a Solution!
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged

Email errors show in system logs

I've had issues with non-delivery of emails due to a defective recipient address, however the Kashflow logs do not catch this & I believed they had been received OK. It would be useful if errors were reflected back to the originating account.
Steve Bower 12 months ago in IRIS KashFlow / Reports 0 New