IRIS KashFlow

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New Customers can input their details into your system before you invoice them

This would be useful for customers to fill out a type of 'contact form' as inputting manual data is very time consuming for a small business when we don't have the resources to hire someone to do this for us. It saves time with mistakes and it wou...

Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Profit & Loss

When i create a project, it consists of one sales invoice and 30+ purchase invoices. So when i run a report for profit and loss for that project, it will show me the Turnover, Less Costs of Sales and any expenses. which is correct. However in my L...

Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

VAT Return Download

The VAT "View" function now means you have to view/download the Summary and Detail separately. Can you please change or add a new function so you can download both together!

Steve McGregor about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Feature to combine duplicate accounts to one account if all have the same email address

It would be great for a feature to combine accounts so we don’t have duplicate accounts being created for the same customer with the same email address. Please can you add this? EKM just created one and it works instantly combining all the custome...

Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Locked Transactions

I am receiving purchase order numbers from customers after the invoices have been generated. The new lock function is not permitting me to add the PO's on invoices which have been filed on a VAT return. The sum will not be altered just the order n...

Grant Spencer about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Industry sector

The Industry sector option are too broad and not very relevant for some businesses - need to add more options or at least have 'Other'. Some client's don't want to select an option as it doesn't really make sense for their business.

Heulwen Thomas about 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

2 VOTE

I have a Client who has requested a project report that can be downloaded into a spreadsheet to show all invoices assigned to a certain project. At present the only way to get these details is to go into every supplier individually.

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Guest about 6 years ago in IRIS KashFlow / Projects 1 Acknowledged

2 VOTE

Having a date invoice paid column to both purchase and invoice overview pages

Hi is there a way of seeing at a glance when both sales and purchase invoices have been paid? ie a column in addition to 'date' and 'due date'. i'm doing my end of year accounts and it would be really helpful when I come to doing the 'who owes us ...

Guest about 6 years ago in IRIS KashFlow / Payments 0 Acknowledged

2 VOTE

Adding a new PDF theme

Re: https://www.kashflow.com/support/kb/pdf-themes/ When adding a new theme (+ add new theme) and selecting a template (classic or clean), the new theme created doesn't have the same options as the template. For example in the “basics” tab, the t...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Sub Customer Accounts

Have a main customer set up and be able to add sub-customers under the main customer, so that customers that are part of a group but make one payment, all the invoices that relate to this group can we seen together.

Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

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