Help us improve

2 Vote

Support third party software integration

I was trying to connect Auto Entry app to Kashflow only to be told Kashflow doesn't support it. Please can something be done.

Created 28 Aug 12:46pm by Guest

IRIS KashFlow Connect / Other

1 Future Consideration
6 Vote

We use bankrecipt.com to import receipts into Kashflow. Please could it be possible to allow the VAT % (code) to be imported from bankrecipt to Kashflow too.

Currently we have to review each transaction again (after it has been imported from receiptbank to Kashflow), in order to correct the vat %age from 0 to the correct rate or N/A. This is very time consuming.

Created 20 Jul 11:21am by Guest

IRIS KashFlow Connect / Other

2 Will not implement
1 Vote

Add a narrative on invoices

When downloading invoices, I believe it would be useful if there was a narrative rather than just a reference number in order to show the work carried out so that clients know what each invoice is for. This feature is available on Sage.

Created 13 Apr 09:21am by Guest

IRIS KashFlow Connect / Other

1 Already exists
3 Vote

Assign invoices to a Project when using RapidFire

Currently invoices can't be assigned to a Project when using RapidFire to batch post. Instead you have to go into each invoice once they've been submitted to Kashflow and assign it to the relevant project. This takes an enormous amount of time and...

Created 23 Feb 10:36am by Guest

IRIS KashFlow Connect / Other

0
3 Vote

Opening Balance & Year End Journals process - simplfication

I find the process of posting Debtors/Creditors year end adjustments and opening balances quite strange. Currently I have to: 1. Post Journals in the usual way for everything except Drs/Crs 2. Post Drs/Crs balances to Suspense 3. Create a suppl...

Created 3 Nov 11:58am by Guest

IRIS KashFlow Connect / Other

0 Acknowledged
2 Vote

Contra entries

I had a contra entry to make where client had reduced supplier payment by amount owed to them on sales ledger. The method told me by support was to create a dummy bank account and post both sides to this, it seems a bit clumsy, what is needed is t...

Created 17 Jul 10:09am by Guest

IRIS KashFlow Connect / Other

3 Acknowledged
2 Vote

Payment allocation

Many clients do not like the direct bank feed and we import the bank via csv. Where several invoices are cleared by a single payment or receipt the matching of this is laborious. I either have to go through invoices one at a time and apply a cred...

Created 17 Jul 09:55am by Guest

IRIS KashFlow Connect / Other

0
1 Vote

Exchange rates

It is ridiculous the way exchange rates work on the csv importer. I have clients that invoice in US$ and Euro's and they send me spreadsheets with the foreign currency and exchange rate. I have to convert the spreadsheets to £ to import so KF ca...

Created 17 Jul 09:44am by Guest

IRIS KashFlow Connect / Other

0 Acknowledged