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Individual Customer Price Lists

When producing invoices it would be helpful to have automatic special prices for individual customers. We create around 60 invoices per day on a live basis each having different prices. It would be quicker if they were set up on the system already.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 6 Planned

Comparative Reporting for Profit & Loss and Balance Sheet

We really need to be able to look at the Profit and Loss account and Balance Sheet for a comparative period side by side with a current period.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 6 Planned

Draft payslips that can be sent to clients for approval prior to RTI filing/final payalsip production.

Can you provide draft payslips or a simple report that could be sent to clients to approve before finalising their actual payslip? As an outsourced payroll provider I like my clients to approve their payroll before I submit to HMRC and this would ...
Guest about 8 years ago in KashFlow Payroll 1 Planned

Update Product Pricing in Bulk

At the moment we have to go into each product individually to update pricing on over 500 products. I'd like the ability to view and edit the pricing and description on products from one page and the ability to bulk update.
Guest about 7 years ago in IRIS KashFlow / Other 2 Planned

the ability to add text to customer statements, as in invoices.

My new customers often ask for bank details when presented with a statement, even though the details are on every invoice. I would like to be able to amend the statement format like I can amend the invoice format. Also useful to add 'please advise...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Planned

To put a message on the payslip

Very easy to get information out to the employee on a document they read every week.
Guest over 5 years ago in KashFlow Payroll 0 Planned

Updating a product price list using CSV imports

Currently we cannot update or delete a product import CSV file. I have a client who uses the software who wants to be able to update the CSV product import on a monthly basis to update the system with new prices or new products.If you try and impo...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Planned

The ability for leavers to rejoin the company easily (ie their payroll record)

If you have a rejoiner you need to create a new employee record so you are duplicating data. There is also no easy way to copy across their personal information or to look at consolidated reports as their data sits in two separate employees. It w...
Guest about 6 years ago in KashFlow Payroll 2 Planned

Project names in journal

Currently when using projects in journal it just show the number, the name would be handy too, it looks like it should be there after the -
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Planned

Bank Payment - Allocate to multiple nominal costs

Kashflow currently doesn't offer the equivalent of SAGE's Bank Payment option. Often there will be costs which come out of the bank, but need to be assigned to multiple nominal codes. Currently there are 3 work-arounds but neither are ideal. One i...
Guest about 6 years ago in IRIS KashFlow Connect / Reporting 1 Planned