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3 Vote

Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...

Created 04 Jan 15:26 by Rob Wheatley

IRIS KashFlow / Customers

2 New
3 Vote

SETTING TRANSACTION DATES IN SALES AND PURCHASE ACCOUNTS

In the new version of Kashflow, the date in customer and supplier accounts defaults back to 01/01/2024 meaning no previous transactions can be seen. Not helpful when we're only on 04/01/2024! It would be helpful if I could set the default date mys...

Created 04 Jan 10:03 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Breakout Tips into own column on CrossTab Report

Shared tips are a flow through ie they don't impact the entity as they come straight from customers. But the Crosstab report puts them in the same column as salaries & wages, making it harder to reconcile the true payroll cost.

Created 04 Sep 15:02 by Guest

KashFlow Payroll

0 New
1 Vote

Relevant TB reporting

Where a client is registered for flat rate VAT, rather than provide a standard TB, provide one that actually gives the figures that go into the accounts without having to jump through hoops to derive gross turnover etc.

Created 03 Sep 14:13 by Guest

IRIS KashFlow / Reports

0 New
1 Vote

Allow direct posting to customer from bank feed

My issue relates to bank feed transactions that need to be allocated to a customer account WITHOUT creating a sales invoice. A lot of my clients pay me by standing order so they get posted to their account as received as “advance payments on accou...

Created 03 Sep 10:18 by Paul Connon

IRIS KashFlow / Bank

0 New
2 Vote

Add Payroll items at system level

For the NHS pension I need an overtime at basic rate that is pensionable and an overtime at enhanced rate that is not pensionable and its not feasible to create this at payslip level everytime and I would like to be abel to add payslip items.

Created 29 Apr 15:58 by Guest

KashFlow Payroll

0 New
23 Vote

Due Date on Aged Creditors/Debtors Reports

I was wondering if it would be possible for the Aged Creditors and Aged Debtors reports to include the 'payment due date' information when exported to CSV? At the moment the reports only include the date of the invoice.

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

4 Acknowledged
23 Vote

Additional information on statement

I would like to see an option where additional information can be added to the statement template, such company bank details and other company information. Similar to the invoice PDF theme templates option where additional text can be entere (in M...

Created 10 Jan 09:17 by Guest

IRIS KashFlow / Uncategorised

3 Acknowledged
2 Vote

RST API Knowledge base

Be really useful if there was a knowledge base for the REST API like there is for the SOAP API

Created 24 Apr 11:25 by Stephen Elliott

IRIS KashFlow / Reports

0 New
2 Vote

Add due date to aged creditors report

This would be useful to help us identify which creditors we need to pay in our payment run.

Created 23 Apr 14:38 by Guest

IRIS KashFlow / Purchases

0 New