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Date range on main invoices screen

It would be handy to have a date range option on the invoices screen
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Export to csv the overdue invoice report

We use Kashflow for subscription based invoices (thousands every quarter). When an invoice becomes overdue, we currently have to go into each account individually to print off reminder letters. It is extremely time consuming. It would be an enormo...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

adding some extra options to invoice

Would it be possible to add on the pdf invoices an option to add at the bottom of the invoice to be able to edit the VAT to show the amount of VAT added to the bill befroe the full total, for example iot would read Net amount then VAT at 20% (or w...
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

For copy invoice/purchase function - default to invoice/purchase

1. Is there anyway to set a default when you copy items ie for purchase invoice, default copy to a purchase invoice. When I select copy I get a list of options and can often choose the incorrect 'invoice' instead of 'purchase', meaning I have seve...
Guest over 7 years ago in IRIS KashFlow / Purchases 2 Acknowledged

Sales by country / region.. BREXIT

In the run up to Brexit, there have been a number of changes to insurance policy (of course) and you all know this means added cost for business'. If you are involved in sales outside the UK you need to know what percentages go where. I use report...
Mark Woodward about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

VAT Setting

Can you create a field for companies that are VAT exempt on VAT setting please. Thanks
Guest over 7 years ago in IRIS KashFlow / Other 1 Will not implement

SHOW VAT ON STATEMENT ?

Customers have requested VAT to show on Statement
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Mark invoices as paid in Kashflow Go app

Ability to mark invoices as paid in the Kashflow Go app, supporting on the go users.
Cheryl Jones about 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Allow clients to override transactions and bank locks only as far as a specified date

Currently there is only a blanket option to allow clients to override the bank or transaction locks - as in they can go back as far as they want. Thus there is no protection given to the books for a finalised year of accounts. Whilst withholding t...
Chris D over 4 years ago in IRIS KashFlow Connect / Settings 0 New

Run a report for an individual sales agent code

The Sales team and Accounts
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged