IRIS KashFlow

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Sending statement and invoice together with ViaPost

We still have the requirement to send out paper invoices each month and with certain clients they prefer the inclusion of a statement. Have enabled the ViaPost service with KF and does work fine for sending invoices or statements only, there doesn...

NKB almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

2 VOTE

Include photo receipt uploading and easier to use auto bookeeping software

Small businesses and individuals don't have time to do accurate bookkeeping and cannot afford to pay a bookkeeper regularly. They normally suffer for this as they cannot easily keep an eye on their cashbook, tax liabilities etc. If I can think of...

Guest almost 8 years ago in IRIS KashFlow / Purchases 0 Acknowledged

2 VOTE

Storing of multiple shipping addresses for the same customer.

customers often require goods to be shipped to more than one delivery point but require invoices to be billed to the same HQ address. Drop down menu of stored addresses on shipping address field.

Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Can you link it to a Diary

Turn a quote into a job and link it to a diary

Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

Upload receipts - add attachment icon to each expense record

It's useful because it removes the need to save receipts in dropbox. If everything is in Kashflow, it is all in 1 place, easy to track, monitor and deal with HMRC - if it comes to it

Guest almost 8 years ago in IRIS KashFlow / Purchases 0 Acknowledged

2 VOTE

add future payment date when processing single payment via Go Cardless integration

Where a Go Cardless mandate is in place for a client, it is possible to collect a one-off payment against an invoice. However, ther eis no option to enter a future processing date for this payment. Often the invoice has a future due date for payme...

Guest almost 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

2 VOTE

Is it possible to create an option for a CIS breakdown - Labour & Materials?

I would imagine this would be usefull to all companies who use sub contractors / companies

Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

2 VOTE

Predefined B/S and P&L reports

it would be useful it we could set the accounting year end date and have the annual and quarterly B/S and P&L reports available with a simple click without needing to enter the dates.

Guest almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

CIS Reporting

The CIS report does not show info for subcontractors that are gross for HMRC purposes, however we still have to notify labour and materials costs to HMRC. At this time the only way is to look at each invoice that has been entered onto kashflow – i...

Guest almost 8 years ago in IRIS KashFlow / Other 2 Acknowledged

2 VOTE

Paypal Importer - Link Purchases to existing unpaid purchases

Whilst we can assign imported sales from Paypal to outstanding invoices, we can't assign imported purchase details from paypal to an unpaid purchase. Be nice to be able to assign these imported purchase items to unpaid purchase receipts we may hav...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

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