Help us improve

2 Vote

Credit limit for customers

This would be helpful so that we can keep track of how much a customer owes before they go over their credit limit.

Created 17 Jun 08:33 by Guest

IRIS KashFlow / Customers

0 Planned
1 Vote

Add delivery address to invoice without having to have knowledge of html or css.

I need to add the delivery address to my invoices, but have little or no knowledge of html or css. I was advised by Kashflow Support to contact my IT Dept (we don’t have one). Apart from that suggestion they said they couldn’t help. Anyone else ha...

Created 01 Sep 20:45 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Planned
2 Vote

Assign single payment (merchant card terminal) to multiple invoices

It would be useful when allocating a bank payment to then be able to select multiple invoices from the drop down menu. We get a single payment for all card transactions on a single day and at the moment we have to allocate the whole payment to one...

Created 29 May 13:29 by Guest

IRIS KashFlow / Payments

0 Planned
2 Vote

Customer transactions date range

I think the from/to dates on the customer transaction enquiries screen should not be static. Any new invoices posted do not show on the customer page unless you change the dates that the on screen view shows. This means changing the date range eve...

Created 04 Apr 09:28 by CEO

IRIS KashFlow / Customers

1 Planned
2 Vote

Add bank transactions to 0% and N/A VAT Report

I also use Quickbooks and find that a report listing all Outside of Scope for VAT transactions (N/A for KashFlow) very useful. However, the report generated by KashFlow does not take into account bank transactions. It would be very helpful if this...

Created 03 Apr 13:53 by Simon Grant

IRIS KashFlow / Reports

0 Planned
2 Vote

Add Expense 'What did you buy' details to 'Supplier Ref' field

I like that it's now a lot quicker to add expenses to Kashflow. Though I would like to see what the purchase was at a glance in the Supplier Ref, as you can with Purchases. It would be great if the details from the 'What did you buy' field could...

Created 04 Sep 15:20 by Guest

IRIS KashFlow / Purchases

1 Planned
2 Vote

Can we have a 'save and new' option on the expenses and bank transfers

When you raise a sales or purchase you can save and click straight on the create button on the same page to create a new one. However, when making a transfer on the bank accounts page or creating an expense you save and then the box disappears so ...

Created 10 Aug 09:53 by Abbie Wells

IRIS KashFlow

1 Planned
2 Vote

Unpaid and Part Paid Invoices Report as downloadable data file

I issue single invoices paid over a long period in a schedule of installments. The due date is sometimes a year or more into the future. As payments are against a single invoice, there is no flag to let me know an installment is overdue. Issuing s...

Created 26 Jan 17:42 by Katrina Boydon

IRIS KashFlow / Reports

1 Planned
2 Vote

Quick Updating Product Codes after creation/import

I have seen a previous idea submitted for the ability to update prices of product codes by importing a new CSV as this was rejected due to the possibility of data problems and duplicated data Issue : When you have over 1000 products, and the su...

Created 17 Jan 19:53 by Ben

IRIS KashFlow / Purchases

0 Planned
2 Vote

Automatic mapping of nominal codes to SA103 classification (currently defaults to 'Exclude')

SA103 classification – the default is ‘Exclude’, even when selecting the ‘IRIS Partnership & Sole Trader’ nominal during the set up. Can these be pre-assigned to the SA103 classification given to them in IRIS Business Tax /Personal Tax, so tha...

Created 28 Jun 13:42 by Heulwen Thomas

IRIS KashFlow / Other

0 Planned