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IRIS KashFlow

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VAT report/download improvement

In the detailed VAT report, KashFlow lists transactions included in each box of the VAT return, from box 1 to 9. Box 1 detail is the output tax detail for sales and Box 6 detail is the net value details for sales. But the order of the detail can b...
Steve Gatter over 3 years ago in IRIS KashFlow / Reports 0 New

Bulk print Purchase Orders

It would be great to be able to bulk print Purchase Orders like you can with invoices.
Guest over 3 years ago in IRIS KashFlow / Purchases 0 New

to add a feature that your system will detect when an order number has already been entered so there is no mistake of duplication

to stop duplicating order numbers
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Report to check Purchase invoices are all assigned to projects correctly.

if Purchase invoice isn't allocated to projects in error this can affect costings for projects, a report that can be ran monthly would eliminate any errors. Maybe add Project column to purchases as don't need to print report, a visual check would ...
Guest over 3 years ago in IRIS KashFlow / Projects 0 New

Moving the 'notes & files' field on customer accounts to the top of the page, so notes are more visible to the eye.

Moving the notes field on customer accounts from the bottom of the page to the top under transactions. We would find it useful as notes on individual client accounts are always being missed due to them not being very visible.
Guest over 3 years ago in IRIS KashFlow / Customers 0 New

raising a Proforma invoice without having to raise a quote

we do not always raise a quote as we have price list but do need to raise a proforma invoice before going ahead with the order
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Make "memorable word" optional

My team seem to regularly run into issues logging in due to the "memorable word" security layer. This should be able to be freely disabled by the customer if it does not suit their needs.
Guest over 3 years ago in IRIS KashFlow / Other 0 New

Expand the range of Substitute Text for email templates

To add the option of sending email templates with more substitute texts. In our case the ability to have a month automatically filled, such as "Please find attached invoice for the month of [MONTH] "
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Gocardless integration for non VAT registered businesses

Currently Gocardless net fees is noted as bank charges and the VAT element is reclaimed. This should not be the case when the business is non VAT registered.
Guest over 3 years ago in IRIS KashFlow / Suppliers 0 New

SMTP Information & Alerts

Emails I was sending out via Kashflow own smtp service were either being rejected or classified as spam as they were originating from a different source to my registered domain. To get around this i use a third party smtp service authorised to my ...
Andy Harrold over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New