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Support for charities to make Gift Aid submissions to HMRC from Kashflow

Ability to easily identify all donations that qualify for Gift Aid, administer associated Gift Aid declarations, and then produce HMRC compliant submissions. As Bank data is imported, applicable transactions are marked for Gift Aid processing.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

The ability to view notes of an invoice/Qoutes/Customer in the reporting section

When looking at any of the reports that are related to the customer invoices, I think it would be useful to have the ability to be able to see notes relating to a specific invoice as to why there were potentially any issues with that invoice, that...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

reconcile Paypal auto-match

Our paypal account has thousands of transactions per month. Reconciling these accounts takes hours of work.Our suggestion is an auto-match system that can search paypal transactions through its API, and find "best match" transactions for un-reconc...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

I would like to upload my own invoice / letterhead template in pdf rather than upload logo onto existing format.

Uploading my own letterhead and invoice, that way i have consistently across all my paperwork and media
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Ability to print C5 envelopes with return address

I know that we can print the DL envelopes from a customers record, however, it would be useful to be able to print the company address (mine) in the top left corner as a return address. At the moment with this being missing the envelope is no good...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Wouldn’t it be easier for the system to start the bank reconciliation on the day the bank account was opened.

Wouldn’t it be easier for the system to start the bank reconciliation on the day the bank account was opened?
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

a feature to enable reports to show results by bestselling sales codes

I sometimes need to see which are my bestselling items by sales code. At the moment I have to run an income report and then search through to find the ones with the highest income. It would be a really useful feature if I could run report which or...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Additional information for Product setup

The option of being able to add additional information to a Product would be useful. An example of this, one of which I could do with, is the option to add our barcode numbers. I understand that not everyone needs or uses barcodes but I'm sure an ...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

need to allow my additional users to create new customers with addresses etc.

Hi need to allow my additional users to create new customers with addresses etc. This will allow them to do the invoicing for my company. Can this be done please?
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

an option to remove invoices

At the moment my list of invoices is huge and I feel when they have been paid they should be moved to a separate file so I don't have to scroll through to get to an un paid invoice
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists