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In each Project, ability to produce a downloadable word doc which we could email to clients so they can sign off on the project (as you can for invoices and quotes)

What we want is basically a download/print button at the top right of the screen, as you have in the invoices and quotes sections, so that we can download a one page word doc containing all the info contained in the Project Order Details box, incl...
Nicky McGregor over 7 years ago in IRIS KashFlow / Projects 7 Acknowledged

Please add a VAT rate for Exempt items (ie so they show the cost on the VAT return but have nil VAT on) currently you only have n/a and 0%

No description provided
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

VAT Report buttons

It is very easy to inadvertently file a VAT return when trying to view the detail or summary, can the view buttons not be located further away from the submit one, you have to view prior to submission but te slightest twitch as you click could lea...
Guest over 5 years ago in IRIS KashFlow Connect / Reporting 0 Acknowledged

Facility to import bank feed csv files without disconnecting live feeds

I find many times, especially when setting people up for the first time on Kashflow, that you need to get live bank feeds initially and then find out where they have imported back to and do a CSV import of the rest. As you need to have "dealt with...
Stephen Barker over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

Falkland Islands (Malvinas) needs to have reference to Malvinas removed (urgently please)

We have a customer in the Falklands and they have advised me that (Malvinas) which appears on the invoice alongside the Falkland Islands is most offensive to Islanders and the families who lost loved ones during the liberation against Argentina. I...
Wendy Harvey over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Part paid invoices are not included in overdue or unpaid lists

When looking at unpaid/overdue items you need to see part paid items at the same time. In the real world, to have to go to a 'part paid' filter to get visibility of these only leads to invoices being missed. Part paid items should always appear in...
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

CONTACT customers

Would be great if we could use the kashflow system to contact customers. Our example would be we have to remind customers annually to carry out a service and this facility within kashflow would be amazing as all the information for the customers a...
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Web site and co registration number

It would be really helpful if you could add the website and company registration number on the invoice (similar to where the vat number and phone number are).
Guest over 5 years ago in IRIS KashFlow / Other 1 Acknowledged

Statements

to have a column with 'Outstanding Balance' when a client part pays an invoice
Annie over 5 years ago in IRIS KashFlow 2 Acknowledged

Link projects to bank feed

When I import the bank I want to immediately allocate to one project rather than have to duplicate my work and go back after and repost. Also for historic work, I should be able to allocate all invoices from one customer to a project as one entry....
Sharon Minkin ACA over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged