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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

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

65 VOTE

Invoice Paid Email Notification

It would be great if I could tick a box or add an invoice to a watch list which would email me a notification when it has been paid by card. At the moment I have to keep checking the invoices manually to see if they have been paid.

Guest about 8 years ago in IRIS KashFlow / Payments 4 Already exists

1 VOTE

Somebody needs to view this new design from an ergonomic point of view

The layout of the screen if flipping HUGE.... While I do wear glasses, I don't need everything to be so big... PLEASE, PLEASE, PLEASE provide a way for us to change the size of the fonts - the theme if you like - without having to resort to changi...

Gary Newbrook about 2 months ago in IRIS KashFlow 0 New

1 VOTE

A REPORT ON ZERO TRANSACTIONS ON PROJECTS

I AM TRYING TO SET UP 2 DEPARTMENTS WITHIN THE COMPANY AND NEED TO ANALYSE PROFITABILITY.WHAT I NEED TO SEE IS WHAT TRANSACTIONS HAVE BEEN MISSED.

Guest about 2 months ago in IRIS KashFlow / Reports 0 New

1 VOTE

option to save text added to individual emails

From time to time it is necessary to add extra information to an individual email (Invoice or Statement) however one cannot recall the information, once it has been sent. A tick box to automatically add the extra detail to Notes would save me havi...

Guest about 2 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

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