Help us improve

3 Vote

Putting Customers account "On Hold"

Hi, Is it possible to put a customers account on hold?, for example if they haven't paid, you can tick a checkbox or something to lock account/ bring up a message saying account on hold, so no more invoices can be raised until we unlock / untick c...

Created 15 Jun 09:36am by Guest

IRIS KashFlow / Customers

0 New
3 Vote

Add "Capital On Tap" to list of bank feeds

Hi there, I'm using bank feeds for HSBC and Amex, which are GREAT - thanks! would love to also use for Capital on Tap but you don't currently integrate with that. Would be very grateful if you could get this added as it would save me a lot of time...

Created 11 May 12:19pm by Russell Chesler

IRIS KashFlow / Bank

1 New
3 Vote

Matching Rules to have cost centre function

We would like the ability to add the cost centre into the matching rules, we have dozens of electricity payments coming out of the bank and they are all for different meters/cost centres so it would be great to have this function as a option

Created 10 May 11:58am by Guest

IRIS KashFlow / Bank

0 New
3 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 09:09am by Guest

IRIS KashFlow / Bank

0 New
3 Vote

Remove Country from address

Having United Kingdom at the bottom of customer address looks ridiculas and un-professional. When was the last time you received a letter with your country on the bottom of you address!!! It makes it look like it's been sent from abroad, which is ...

Created 7 Feb 02:45pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

Add Project to Expenditure by Purchase Code Reort

There is no way to identify when or how much a Purchase Code is used across multiple projects or how many and to what extent different Suppliers are involved. Adding new report where the details of ' Expenditure by Purchase Code' include a Project...

Created 16 Jun 12:52pm by Guest

IRIS KashFlow / Reports

0 New
3 Vote

The VAT reversal needs adding to quotes to mirror invoices.

No description provided

Created 30 Mar 08:52am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

Please add additional fields on purchases and invoices for EORI numbers.

My EU suppliers and customers require my EORI number. For this to happen automatically on purchase orders, quotes, and invoices would save manual entry each time

Created 8 Mar 09:42am by Guest

IRIS KashFlow / Purchases

1 New
3 Vote

Stock to be included on the dashboard

Stock can be a significant asset Dashboard would be more meaningful if stock featured too

Created 3 Mar 02:41pm by Guest

IRIS KashFlow / Dashboard

0 New
3 Vote

Bank transactions - default VAT settings

When importing bank feeds and I need to create a transaction, VAT is defaulted to 20%, when this is wages, drawings, tax payments etc why cannot the VAT code be set as a default for posting to those accounts? It is a pain having to do this manuall...

Created 6 Jan 05:09pm by Guest

IRIS KashFlow Connect / Settings

1 New