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Improve Imports of Bank Feeds

When importing bank transactions, I find that I have the transactions which have the same description each month - however, in order to match the transaction, I have to each time create a new Invoice, selecting the supplier / customer, payment ref...
Rich Mellor almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Payment method option within bank feed matching

When you match a purchase in the bank feed by using the 'create' button you are not given the option to change the payment type, which means that once it is created in Kashflow you have to go back into the payment and change it downstream - would ...
Rob Smith almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Add quote download to invoice download in customer module

When you click on the download button in the customer module you are given the option to either download all or to download customers selected by invoices between two dates. It would be really handy if there was also a third option to download cus...
Rob Smith almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Post multiple bank payments as a batch

I have 80-100 bank payments to post every month, outside of the Purchase Ledger. I would like to upload these as a CSV file and allocate Nominal and Tax codes in a similar way that I match payments to purchase invoices, then import them into the b...
Guest almost 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

The default purchase code doesn't load when creating a new purchase in the 'Import Bank Transactions' page

Each supplier in KashFlow has a 'Default Purchase Code' you can apply in the Supplier Record page. After linking my bank account to import the transactions directly into KashFlow, I have noticed that when I need to create a new purchase for a tran...
Guest almost 7 years ago in IRIS KashFlow / Purchases 1 Already exists

AE Pension Opening Balances

I am a new user to Kashflow Payroll and are, therefore, entering opening balances from another payroll software provider (Iris Payemaster). However, there is no option to add AE Pension opening balances for the YTD. Therefore, my year end reports ...
Peter Doble almost 7 years ago in KashFlow Payroll 0 New

Payroll payslips which can be split into sections to reflect work done for separate customers

I run an agency business where clients are able to audit payroll - as I have multiple clients it would be useful to be able to split the payroll slip into work done for individual clients.
Paul Roycroft about 7 years ago in KashFlow Payroll 0

Report on quotes

I would like a report please that can be download into a CSV file which details the invoices raised against each quote, ideally by client account, which also shows quotes with no invoice number thus enabling us to identify which have not been invo...
Guest about 7 years ago in IRIS KashFlow / Reports 0 Will not implement

Ability to total cash paid and cheque paid customers individually at the end of a period to transfer into current account

I have customers that pay by cash or cheques and have listed these invoices in a 'undeposited bank' account. At the end of the week I need a total sum of cash and a total sum of cheques to be able to transfer the moneys into my current account. It...
Guest about 7 years ago in IRIS KashFlow / Bank 1 Already exists

Allow Stock to be increased on receipt of invoice

When I purchase some of my stock items, I tend to receive an invoice payable within 30 days. If I create the invoice on Kashflow, the stock is NOT updated until I make payment which is confusing. There should be an ability when creating the suppli...
Rich Mellor about 7 years ago in IRIS KashFlow / Purchases 2 Acknowledged