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My Ideas: IRIS KashFlow

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Bank Feeds Imports

After downloading Bank feed, have the ability to match more than 1 amount to 1 Invoice or sale, before importing. After matching 1 amount, the invoice balance or sale balance to show the outstanding amount yet to match and not the total original i...
Guest about 2 months ago in IRIS KashFlow / Bank 0 New

Zapier - Purchase Invoices & Expenses

Currently the Kashflow Zapier integration allows the creation of sales invoices, but it'd be super useful to also be able to create purchase invoices and expenses.
Guest 25 days ago in IRIS KashFlow / Partner Apps 0 New

No VAT Number on the customer statement

On the Statement, I don't want to display the VAT number. Is it possible to remove the VAT number on the Statement only? Now it looks like the VAT Number is for the customer.
Guest about 1 month ago in IRIS KashFlow / Other 0 New

enable transaction category searching of bank accounts

It would be useful if on the bank account transactions listing, you could sort by category (e.g. bank charges) within a date range. There is a workaround - running a P&L report shows the categories, and the total is 'clickable', so this brings...
Steve Bower 2 months ago in IRIS KashFlow / Bank 0 New

Automate VAT rating for customers

At present, whenever we sell to the EU, we have to manually set the VAT rate on each line item to 0%, and then add a new line for IOSS VAT collected (if relevant). Even Business Customers, where the Reverse VAT rules checkbox is selected STILL get...
Rich Mellor about 1 month ago in IRIS KashFlow / Invoicing & Quotes 0 New

Prior year comparative

Enable the profit and loss and balance sheet reports to show the prior year data side by side against the current year data.... as is required by law for financial statements filed at companies house
Guest 2 months ago in IRIS KashFlow 0 New

Option to keep the old Dashboard

I have recently found it advantageous to switch back to the old dashboard, especially when there are issues with the new dashboard, which the new one does not suffer from. I have done this every time I have an issue with the bank on the new dashbo...
Frauke Golding 3 months ago in IRIS KashFlow / Dashboard 0 New

Emailing Invoices

As a small sole business switching to Aouth2 is impossible to send invoices from my own account!!! This idea is simply not practicle for a small business with no IT department. I have asked 2 IT consultants I know to look at it and even they could...
Guest about 2 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Stop the automated emails for repeat invoices

Please consider stopping the automated emails every month notifying me of the repeat invoices. They are the same every month (because they are repeat invoices!) so I do not need to be notified. This will avoid customers receiving unnecessary email...
Guest 5 months ago in IRIS KashFlow / Customers 0 New

HSBC Kinetic

Need HSBC kinetic as an option for banking as it is different to HSBC business.
Guest 4 months ago in IRIS KashFlow / Bank 0 New