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Invoice CSV export

Missing functionality from Kashflow. There is no option to download a report based on invoices issued between a set date in CSV format. All other bookkeeping software is able to do this. Report should be downloadable directly from invoicing screen...
Guest over 4 years ago in IRIS KashFlow (KF) / Reports 0 Acknowledged

attach documents to bank transaction as an attachment

It would be a great idea to be able to attach copies of receipts to bank transactions. ie a photo of my fuel receipts. Xero has this option via their app and it is really useful. Please make this happen.
Guest over 8 years ago in IRIS KashFlow (KF) / Purchases 1 Planned

Add a switch to select between 'Proforma' and 'Quotation' as it is created.

Quite a few of my customers want a quotation, but my system is usually set up for proforma invoice. If I send a proforma when they wanted a quotation, it would seem a bit presumptuous. So I have to go to settings and change from proforma to quotat...
Guest over 8 years ago in IRIS KashFlow (KF) / Invoicing & Quotes 1 Acknowledged

During bank reconciliation, make running balance visible at all times as you scroll up and down.

When I'm doing a bank reconciliation, I like to check each day's statement balance against the running balance as I work down the list. To do this, I have to scroll up to the top to check the running balance and then go back to where I was. If the...
Guest over 8 years ago in IRIS KashFlow (KF) / Bank 0 Acknowledged

Allow bank transactions that are created through the Match/Create/Transaction route to be allocated to more than one code. At present the system only allows you to post to one. Many invoices have more than one item ( carriage/assets/repairs/ etc). The same would be useful for bankings using the same process.

It will allow multi-item invoices to be created direct from the bank instead of going through the long winded creating an invoice route.
Guest over 8 years ago in IRIS KashFlow (KF) / Bank 0 Acknowledged

I would like to be able to see quotes which have subsequently been converted to invoices.

It would benefit me and would be a tracking mechanism for the accounts department in my company
Guest over 8 years ago in IRIS KashFlow (KF) / Invoicing & Quotes 1 Acknowledged

Remove prices on individual items,just one total on quote.

You have the ability to remove the end total on a quote / estimate but not the other way around. Id like to see the totals from each line removed to just show the complete total for all lines. Perfect for people who don't want to show individual c...
Gareth Hope over 8 years ago in IRIS KashFlow (KF) / Invoicing & Quotes 1 Acknowledged

be able to add pdf to quotes or invoices

i want tot be able to add pdf to a quote which has a lot of information but no facility to do this
Guest over 4 years ago in IRIS KashFlow (KF) / Invoicing & Quotes 0 New

Add a tick box to mark supplier as not VAT registered

Avoid accidently adding VAT to PO's for non-VAT registered suppliers
Guest over 4 years ago in IRIS KashFlow (KF) / Suppliers 0 New

Make it easier to change sequential customer invoice numbers

It would make more sense for Kashflow to use the most recently created sales invoice number as the basis of the next invoice number in the sequence (irrespective of the largest invoice number already used in the past). It could be that users want ...
Martin Greig about 2 years ago in IRIS KashFlow (KF) / Invoicing & Quotes 0 New