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Jobsheets

Dear Sirs, I have been using your software for just under a year. So far it proved to be an easy tool, however it lacks some capabilities, something that I would like to bring to your attention. We are electrical contractors and our aim is to go...
Guest about 9 years ago in IRIS KashFlow / Other 0 Acknowledged

Encryption of email attachments for GDPR purposes.

Invoice attachments can contain personal data which must be protected.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Full system backup

Thre really should be a way of recovering a totally lost accounts system, I know it is hard to actually delete everything but the current emailed backup is pretty useless other than just about covering me for the very basic accounting records.
Guest about 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

A report which produces a dividend voucher.

When I used FreeAgent there was a report which produced a simple dividend voucher, it was really useful. It was just one page of A4. It read: Dividend Declaration for [Company Name] Directors Meeting Held On: Directors Present: Held At:...
Guest about 9 years ago in IRIS KashFlow / Other 2 Acknowledged

Need a reference on invoices, want to label projects for a large client, currently have to go in and out of lots of invoices to find a past job.

No description provided
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automatically Import Stripe Payments and create Invoices

We use both Paypal and Stripe payments for customers to pay us online. Within Kashflow, Paypal has the ability to automatically import transactions, raise Sales and Purchases invoices and pay them off all from the link with Paypal. At the moment, ...
Guest over 2 years ago in IRIS KashFlow / Partner Apps 0 New

Have "Batch Payment" button on Customer Screen

At the moment you can only post batch payments by going into the invoice screen. It would be smoother if you do it from the customer screen, as then you can see the outstanding invoices for that customer then post a payment against some of them.
Guest about 9 years ago in IRIS KashFlow / Customers 1 Acknowledged

Searching for Batch Payments

If you search for a batch payment it will not find this. Very annoying as if you are trying to audit an account and find this payment it is very difficult without having the ability to search for it. E.G if you pay 10 invoices totaling £150.02 and...
Guest about 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

The facility to do separate EC Sales lists online when your VAT quarters are different to the EC sales list quarters set of Jan-Mar etc

it's crazy that you can only submit a Kashflow online EC sales list if your accounts vat quarters are the same as the EC statutory quarters Jan-Mar etc. There is also no warning anywhere when you run the VAT quarter that an EC sales list is about ...
Guest about 9 years ago in IRIS KashFlow / Uncategorised 0 Planned

Capacity to archive older Quotes, Invoices and Purchases

I would like the option to Archive older quotes, invoices and purchases so that they do not still show when I need to search for a particular entry. At the moment I have to scroll through years of entries to search for an item not listed in the cu...
Guest about 9 years ago in IRIS KashFlow / Uncategorised 3 Part Released