Help us improve

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

Created 19 Jan 05:10pm by Guest

IRIS KashFlow / Purchases

0 Acknowledged
2 Vote

An "Add Batch Notes" button

Similar to the "Add Batch Payment" button - one note that attaches itself to multiple invoices. Handy when chasing several invoices at a time.

Created 10 Jan 09:33am by Guest

IRIS KashFlow / Purchases

0 Acknowledged
2 Vote

Standardise remittance advice formats

Currently a remittance advice for a single invoice payment is different to a batch invoice remittance advice. The more readable format is the batch invoice version, which would work equally well for a single invoice remittance

Created 10 Jan 09:30am by Guest

IRIS KashFlow / Purchases

0 Acknowledged
2 Vote

Automated sending of payment receipt

Kashflow would send a payment receipt as soon as a payment is made to an invoice.

Created 10 Jan 09:30am by Guest

IRIS KashFlow / Purchases

1 Acknowledged
2 Vote

bulk payments

There needs to be a filing option when marking off batch payments/receipts. the oldest is currently at the bottom of the screen so makes it a long process waiting to "load more" at the bottom of each page.So either an order by button or simply cha...

Created 10 Jan 09:29am by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

CSV Uploads Duplicate Supplier Purchases

When uploading a CSV of supplier purchases the system doesn't reject purchases which are already on the supplier account. It will reject when adding manually but allows and invoice with the same date, supplier and invoice number to be entered.

Created 27 Nov 01:52pm by Guest

IRIS KashFlow / Purchases

1 Acknowledged
1 Vote

Free Text / Additional Text Field Search-ability

Within the settings we have the option to add 'free text' boxes - such as via Purchase Options >> 'Enable an extra reference field for each purchase' This is all well and great to have as a feature until you need to search for the content ...

Created 31 Oct 05:07pm by Ben

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

Uploaded purchase receipt report

I would like a report that shows me which transactions have attachments uploaded for them and which do not. This would help me see which transactions we are missing receipts for. Presumably this is an easy report to add, with a value 1 for uploa...

Created 9 Oct 07:00am by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

EC Sales & Purchases to nominal codes for cash accounting - values to go into correct VAT box without sales or purchase invoices

Clients who are on cash accounting who need sale sand purchases to appear in the EC box 8 & 9 should be able to do so by assigning the nominal code only and the fiures still go into the correct box on the VAT return. You can assign the nominal...

Created 18 Sep 10:31am by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

Grouping incorrectly allocated purchases

If you incorrectly allocate purchases to an incorrect project, it would be useful to be able to group a set of purchases and be able to re-allocate to different/correct project. You are able to do the same to reallocate sales invoices if the same ...

Created 6 Sep 09:44am by Guest

IRIS KashFlow / Purchases

0 Acknowledged