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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 about 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 about 2 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Function to sort Employees by surname

Most systems sort by surname and/or forename. More intuitive and also more useful for exporting data for analysis.
Guest over 5 years ago in KashFlow Payroll 0 Acknowledged

VAT detailed report to show what was actually submitted to HMRC for that particular VAT Return

It would be very useful if the VAT detailed Reports actually showed the figures that were submitted to HMRC for that particular VAT Return period. Since the last update it has become apparent that the total figures for the boxes on the VAT detail...
Melanie Vaughan almost 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Add a photo to a customer profile

We are a gas heating and plumbing business. It would be really handy if we could attach a photo of a customers boiler to the relevant customer record in order that we can see the boiler/set up for that particular customer should they phone for adv...
Guest about 2 years ago in IRIS KashFlow / Customers 1 Acknowledged

Bank - add transaction - comment field memory so you don't have to key in each transaction as many recurr

Comment field memory so you don't have to key in each transaction detail as many are recurring - in fact I'm sure it used to have the functionality....
Guest about 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

Global project report to be able to select dated to run it for all projects as i have over 50 projects

Global project report to run for specific dates for all of the projects
Guest about 8 years ago in IRIS KashFlow / Reports 10 Acknowledged

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 about 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 about 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 about 8 years ago in IRIS KashFlow / Projects 3 Acknowledged