Help us improve

77 Vote

Separate Template for Pro-Forma Invoices

At the moment the only way to send a pro-forma invoice for prepayment is to alter the quote template. This obviously isn't practical as we send both quotes & pro-formas on a daily basis.A separate template for both is needed.

Created 10 Jan 09:14 by Guest

IRIS KashFlow / Uncategorised

4 Acknowledged
4 Vote

Create user option to remove the irritating "IRIS Pay setup link" on sales invoices

The IRIS Pay system will never be of interest to us and this "Ad" dominates the invoice creation space, it is very distracting and unnecessary.

Created 03 Jun 09:01 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
75 Vote

Different Send-From Email Addresses for Different Documents

Allow us to setup different email addresses for the various documents Kashflow can send, both from email and BCC email. For example, quotes should be sent from a sales@ address and BCC'd to sales@ and salesmanager@. Invoices should be sent from ac...

Created 10 Jan 09:13 by Guest

IRIS KashFlow / Uncategorised

15 Acknowledged
1 Vote

Purchase order and purchase invoices to have the same number

A purchase order gets sent to the supplier, the supplier responds with the invoice with the PO number on it. To match the payment through banking, the PO needs to be converted to a purchase invoice. When that happpens the purchase invoice number c...

Created 24 Sep 12:15 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Option to automatically allocate VAT component to a reserve bank account when payments are received

Cashflow planning could be made much easier by taking the VAT out of the equation. When a payment is received for an invoice, Kashflow could automatically transfer the VAT amount of the received payment to a designated reserve bank account so that...

Created 24 Sep 07:11 by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Just conducted Cyber Essentials Plus accreditation process - Kashflow not compliant - no 2FA

Just conducted Cyber Essentials Plus accreditation process - Kashflow not compliant - no 2FA

Created 08 Aug 11:46 by Guest

IRIS KashFlow / Uncategorised

1 New
65 Vote

Online Filing of Corporation Tax

HMRC are now asking for iXBRL compatible files when submitting corporation tax. An automated link from Kashfow would be ideal, but suspect this is a bit more complicated than the VAT submission module, but the ability to export to iXBRL format wou...

Created 10 Jan 09:13 by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged
65 Vote

Invoice Paid Email Notification

It would be great if I could tick a box or add an invoice to a watch list which would email me a notification when it has been paid by card. At the moment I have to keep checking the invoices manually to see if they have been paid.

Created 10 Jan 09:13 by Guest

IRIS KashFlow / Payments

4 Already exists
1 Vote

import unmatched transactions into suspense account

All bank transactions have to be imported so why not get them in place with one upload? missing purchase orders can then be set up. Match does not appear to know about repeat purchases either

Created 17 Sep 14:37 by Guest

IRIS KashFlow / Bank

0 New
59 Vote

Comparative Reporting for Profit & Loss and Balance Sheet

We really need to be able to look at the Profit and Loss account and Balance Sheet for a comparative period side by side with a current period.

Created 10 Jan 09:16 by Guest

IRIS KashFlow / Uncategorised

6 Planned