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Cash flow projection/ forecast feature based on Kashflow data

most small businesses that go under do so because of cash flow issues. we produce our own forecasts laboriously in excel. it would be much better to be able to just let Kashflow take all the existing data and and to be able to produce forecasts ba...
tom hildell almost 5 years ago in IRIS KashFlow / Other 0 New

Desperately need intregration with WooCommerce

We need such a simple integration to move sales from online shop into KashFlow for accounting (without creating a new customer every time). Additional integration for product, order number etc would be great but even something simple would be good...
Ian M almost 5 years ago in IRIS KashFlow / Partner Apps 0 New

Option to convert Quotations to Sales Orders as well as Sales Invoices

It would be really helpful to have the option to convert the quotation to a Sales Order which we can add our T & Cs to and get Clients to sign. Then on completion of works convert the sales Order to a sales invoice. We supply and fit bathrooms...
Phil Read almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

To have the option to customise the information downloaded on CSV file

An option to customise the downloaded CSV file as what comes over is not what we need and its so time consuming deleting and adding information so the report is what our Directors are looking for.
Guest almost 5 years ago in IRIS KashFlow / Reports 0 New

Reports

When I select the Nominal Ledger Reports with Opening balances, Sales , purchases & expenses also comes with Opening Balance. my suggestion is to give option for each & every item whether to select Opening Balance or Not. Then If i select ...
Guest almost 5 years ago in IRIS KashFlow / Other 0 New

Purchase Order Access & Display Originator

Really pleased to see that there is a purchase order (PO) module. Would like to see that there is a user access category just for POs meaning that the user would not be able to convert these to purchase invoices. Some of my clients are still unabl...
A F almost 5 years ago in IRIS KashFlow / Purchases 0 New

kashflow indicates incorrect information when Gocardless dd is mandate is pending a second signature

I think there needs to be some indication in Kashflow that if a payment is not paid via dd through Gocardless due to second signature mandate being incomplete and dd is pending approval then the invoice should not show as paid in kf. .
Guest almost 5 years ago in IRIS KashFlow / Payments 0 New

Daily sales report (line graph)

No description provided
Guest almost 5 years ago in IRIS KashFlow / Reports 0 New

Report by Customer Order Number / Job Number

It would be very helpful to our business to be able to report on turnover / amount outstanding / retention remaining by a unique customer order number or job number. At the moment I have to record each 'project' manually. We could have up to 20 in...
Louise Saunders almost 5 years ago in IRIS KashFlow / Projects 0 New

Report by Customer Order Number / Job Number

It would be very helpful to our business to be able to report on turnover / amount outstanding / retention remaining by a unique customer order number or job number. At the moment I have to record each 'project' manually. We could have up to 20 in...
Louise Saunders almost 5 years ago in IRIS KashFlow / Projects 0 New