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Banking Match Rules - Exact Wording

We have a client who's surname is Wheeler and has an EE contract. When we setup banking rules for director payments to him and another for payments to EE, Kashflow is pickup the EE within his surname and allocating this to telephone. Would it be p...
Guest over 2 years ago in IRIS KashFlow / Bank 1 New

Bespoke reporting

Apart from many useful reports that you can run from Kashflow, it is possible to design and run your own bespoke reports to save time and productivity?
Guest over 6 years ago in IRIS KashFlow / Reports 2 Acknowledged

Change the employee list

Option to change the employee list from alphabetical.
Guest about 5 years ago in KashFlow Payroll 0 Acknowledged

Report for all Payments due at month end

I would like to be able to summarise ALL unpaid invoices for ALL customers but then filter this so that at month end I can export / print a report for ONLY the invoices I need to pay for the current period. Currently I can see ALL Unpaid invoices ...
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

Ability to edit the width of the input boxes for proposals and invoices

The size of the input boxes when creating a proposal or invoice are hard to work with, the "QTY" is a very wide box for what is likely to be never more than 4 characters in length. The cost and VAT boxes are equally very wide and then the actual "...
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Get rid of the KashFlow Go App or start supporting it !

This app is extremely out of date and getting really bad reviews. Stop promoting it, (its on the bottom of every support email) if you are not going to keep it up to date or support it! Better no App, than a rubbish one which is not updated for ye...
Frauke Golding over 2 years ago in IRIS KashFlow / Mobile Apps 0 New

VAT notifications for imminent submission date

There should be an alert or notification on the dashboard showing when the next VAT submission is due or an email alert when the submission date is close. HMRC stopped sending email alerts once they launched Making Tax Digital leaving this to the ...
Sharon Clampin over 5 years ago in IRIS KashFlow / Reports 1 Acknowledged

OSS/IOSS Reporting

We are KashFlow user from the Northern Ireland, and as of July 2021 EU extended One Stop Shop which was related to Digital services to the sales of goods. As a result we have to charge our European customers ( consumers) VAT rate that is applicabl...
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

Be able to automatically send an aged debtors report each week

It would benefit business owners to be able to see who owes them each week, meaning if there are customers who are not paying, they can put certain terms on them i.e. proforma or put them on stop. Having it automatically emailed each week means th...
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

Holiday reports on single employee

Hi It would be very useful to be able to run reports on holidays (accrued and taken) for a specific employee rather that for all employees. To add it would be very good to be able to export the report to a PDF or CSV file. Michaela Play Cons...
Guest over 6 years ago in KashFlow HR 0