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4 Vote

It would be useful if you could assign advance payments to suppliers or from customers through the bank feed without having to input purchase invoices or sales invoices first.

I work in an accountancy practice, bookkeeping for several clients. I often put transactions through the bank feed before receiving the relevant purchase or sales information from my clients. Bank transactions are processed as payments on account ...

Created 19 Apr 09:09 by Guest

IRIS KashFlow / Bank

0 New
3 Vote

Reduce the width of 'Disallowed' and 'Vat rate' columns

I've noticed that an extra column has been added to invoices and purchases orders, headed 'Disallowed'. Kashflow has explained the reason for the addition of 'Disallowed' but this column, along with the 'VAT rate' column are unusually wide in comp...

Created 01 Dec 11:47 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Bank feed import - bulk ignore transactions

There should be a function on the bank import screen to bulk ignore transactions. When re-connecting the bank and Kashflow brings in ALL the transactions again, you have to ignore those included in Kashflow already one at a time, which is extremel...

Created 14 Mar 09:16 by Heulwen Thomas

IRIS KashFlow / Bank

0 New
1 Vote

Bank feed and duplicate transactions

When re-connecting the bank, Kashflow brings in all the bank transactions again, creating duplicates. Why can't it recognise which transactions have been already imported into Kashflow and automatically ignore those?

Created 14 Mar 09:14 by Heulwen Thomas

IRIS KashFlow / Bank

0 New
3 Vote

Create a proforma invoice

Is it possible to be able to create proforma invoices? At present we have to rename quotes to "Proforma" which takes a lot of time and extra effort, it would be easier to tweak the software to enable this function, this is a daily occurrence so ho...

Created 28 Nov 14:17 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
1 Vote

Retain customised view settings after log off

Why do our preferences keep getting changed?We need to see at least 100 purchase invoices and at least 365 days of invoices. Every time we log in the default is 10 purchase invoices and 90 days invoices. We need to see all customer history without...

Created 12 Mar 19:00 by Richard Cosier

IRIS KashFlow / Dashboard

0 New
1 Vote

FLAG/WARNING/HIGHLIGHT for customers/suppliers on hold

There are times when I forget that a customer or supplier should not be sent a statement. It would be incredibly useful to be able to flag/highlight to indicate on hold.

Created 12 Mar 12:43 by Guest

IRIS KashFlow / Customers

0 New
10 Vote

Allow Input & Ouput VAT entries on an Invoice to account for sales commission deductions

We have farming clients who recieve a self billing invoice from their customers (typically markets), which include the gross sale figure (usualy Zero Rated) less Commission on Sales deduction (usually Std Rated). To speed up the process of creatio...

Created 03 May 15:48 by Chris D

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
12 Vote

Company Number in company Details

getting your coder to add a field in the company details section that gives ability to show "Company number" should just be there" really....

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Other

3 Acknowledged
12 Vote

Improve switching between bank feed and matching rules

Switching to the 'Matching Rules' tab when on the bank feed loses all in-progress assignments, and resets any date range that was previously set – infuriating! Please fix this :)

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Bank

1 Acknowledged