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IRIS KashFlow

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Option to discount individual line items on one invoice

We offer different levels of discounts on different products depending on terms with individual suppliers. It would be useful to offer product discounts as well as customer discounts. This is particularly important when supplying against a tender ...
Ken Callaghan over 8 years ago in IRIS KashFlow 3 Acknowledged

Ability to split bank payments from bank feed to partly pay multiple customer invoices

I am using the bank feed to load my bank transactions.As I am in property rental some of my tenants rent is paid by Housing Benefit every 4 weeks. If I invoice for £100 per week every week and HB only pay £360 to cover 4 weeks rent at £90 per week...
Guest over 8 years ago in IRIS KashFlow / Bank 2 Acknowledged

allowing bank feed transactions to be assigned to projects, especially with Rules

Projects are very helpful in Kashflow, but if the bank feed is the driver that creates new P&L & BS transactions then it's difficult to find them and assign them to projects. When creating new invoices & purchases using the bank feed, ...
Guest over 8 years ago in IRIS KashFlow / Projects 3 Acknowledged

Nominal Code Default Setting Suppliers & Customers

With the default nominal codes it would be good if you could have it where you could set this as you are putting purchases on and just press update customer or supplier record. Exactly like you have it where you can type an address in on an invoic...
Guest over 8 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Full Integration with IRIS Time & Fees

Full integrate IRIS time & Fees with Kashflow this enabling you to not only benefit from a quick accounts package but also have all the features available in Kashflow to chase up your own debts. E.g Automatic credit control, better statements ...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Grouping Customers Together

Would it be possible to set up groups for customers so that you can see what is outstanding for the group they belong to? My particular needs is that I run a school and I would like to be able to group students together in 'Courses' so that I know...
Guest over 8 years ago in IRIS KashFlow / Customers 2 Acknowledged

Integrate with Transferwise

Transferwise is going to be an standard for international transactions, and transfers, exchanges, refunds, etc do the manual work with KashFlow very complicated.
Guest over 8 years ago in IRIS KashFlow / Partner Apps 3 Acknowledged

Changing the look of the Statement

We would like to use the Statement function on Kashflow but do not like the layout of the document - it looks untidy and quite unprofessional. We would like it if possible if it could tie in with our Remittance template so we have a little bit of ...
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Reduce the width of 'Disallowed' and 'Vat rate' columns

I've noticed that an extra column has been added to invoices and purchases orders, headed 'Disallowed'. Kashflow has explained the reason for the addition of 'Disallowed' but this column, along with the 'VAT rate' column are unusually wide in comp...
Guest over 2 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Create a proforma invoice

Is it possible to be able to create proforma invoices? At present we have to rename quotes to "Proforma" which takes a lot of time and extra effort, it would be easier to tweak the software to enable this function, this is a daily occurrence so ho...
Guest over 2 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged