Help us improve

3 Vote

Please, please please add an intergration to infusionsoft crm through connect my apps as soon as you possibly can.

Infusionsoft is such a brilliant crm/ marketing tool but intergration with Kashflow would just make my life so much easier

Created 10 Jan 09:23am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

post dated purchase payments to show in Dashboard

we put in salaries in kashflow and post date the payments via the bank so the salaries arrive in the staff accounts on the correct date. it would be nice to be able to see the "post dated" payments in the main financial overview dashboard as an ad...

Created 10 Jan 09:23am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Private/Non-print or Display Invoice Notes Field

In an earlier incarnation of Kashflow, before the newest UI, we were able to make notes relating to invoice content for our refernce only - ie notes that didn't display on the invoice when printed. We found this very useful - it'd be great to see ...

Created 10 Jan 09:23am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

PDF attachments of invoices to credit control emails

Currently credit control emails do not include a PDF attachment of the overdue invoice. Whilst a hyperlink to download a copy of the invoice can be added through text substitutions, this is blocked by many company firewalls. This then means additi...

Created 10 Jan 09:23am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Option to factor in unmatched bank transactions in bank balance

I keep a lot of unmatched bank transactions lying around for my bookkeeper to process very infrequently, but that means that my bank balance is way out - currently by thousands of pounds. It would be good if I could tick a box to enable an option ...

Created 10 Jan 09:23am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

"Do you really want to leave your bank feed?"

A prompt when attempting to navigate away from the bank feed without importing would be really useful as I have lost hours of matching a few times for simply forgetting.

Created 10 Jan 09:23am by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
3 Vote

Ability to Import "Blocks" of Line Items or Other Quotes to Populate a New Quote

In my line of work the line items are used to build large plumbing systems. Typically every system is customised but is based on one of several base or generic systems that is tweaked slightly. It would be very helpful if I could build a new quote...

Created 10 Jan 09:23am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

Motor Trade Chart of Accounts

As more businesses sign up to MTD we have a few that are motor traders & use the marginal rate calculations for vat - could this be something to consider for the future so that stock sales/purchases can be recorded correctly on Kashflow & ...

Created 11 Sep 03:37pm by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
2 Vote

Listen to the customer's

After using the software for a couple of months, you start to find the flaws within - however when then looking to find an answer to my problem you hit the KashFlow brick wall, in some cases the questions have been asked (and NOTHING done about th...

Created 27 Aug 10:59pm by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

Even after 6 attempts you are still not providing support on the VAT MTD issue your system has.

We keep getting this error message: You are not authorised to submit VAT returns through MTD for the given VAT registration number. Please check your VAT registration number in VAT settings or Connect to HMRC using valid Government Gateway cre...

Created 30 Apr 06:58am by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged