IRIS KashFlow

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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 about 8 years ago in IRIS KashFlow / Uncategorised 27 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 about 8 years ago in IRIS KashFlow / Uncategorised 11 Acknowledged

2 VOTE

Prior year comparative

Enable the profit and loss and balance sheet reports to show the prior year data side by side against the current year data.... as is required by law for financial statements filed at companies house

Guest 2 months ago in IRIS KashFlow 0 New

89 VOTE

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 about 8 years ago in IRIS KashFlow / Uncategorised 7

80 VOTE

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 about 8 years ago in IRIS KashFlow / Reports 16 Acknowledged

77 VOTE

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 about 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

2 VOTE

Option to keep the old Dashboard

I have recently found it advantageous to switch back to the old dashboard, especially when there are issues with the new dashboard, which the new one does not suffer from. I have done this every time I have an issue with the bank on the new dashbo...

Frauke Golding 3 months ago in IRIS KashFlow / Dashboard 0 New

75 VOTE

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 about 8 years ago in IRIS KashFlow / Uncategorised 15 Acknowledged

1 VOTE

Emailing Invoices

As a small sole business switching to Aouth2 is impossible to send invoices from my own account!!! This idea is simply not practicle for a small business with no IT department. I have asked 2 IT consultants I know to look at it and even they could...

Guest about 1 month ago in IRIS KashFlow / Invoicing & Quotes 0 New

66 VOTE

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 about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

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