Help us improve

5 Vote

Bank feed improvement

When displaying the bank feed transactions, it would be much more useful to display the 'customer/supplier name' rather than the 'Cust/Supp' reference. Why? when transactions are automatically assigned, it is really difficult to tell at a glance i...

Created 10 Jan 09:24 by Peter

IRIS KashFlow

2 Acknowledged
5 Vote

Invoice "save and create new" button

I tend to enter invoices in batches, not necessarily on today's date. I enter the invoice - save Then I need to check - Invoice - Create to get to new invoice and date has been reset to current date. A "Save & New" button, keeping the currentl...

Created 10 Jan 09:24 by Guest

IRIS KashFlow

2 Already exists
5 Vote

Monthly Profit & Loss reports

Inconsistency between year 1 row headings and year 2 row headings - omissions. e.g. set up year 1 to report on monthly p&l with analysis designed to reflect business income etc. However, going forward to year 2, system omits some row headings ...

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
5 Vote

Cash Basis accounting support

Currently Kashflow doesn't have the ability to reflect those that produce their accounts on a Cash Basis. The reports are all tailored to traditional accounting, as is the VAT warning message that comes up when your turnover is approaching the VAT...

Created 10 Jan 09:24 by Anonymous

IRIS KashFlow / Uncategorised

2 Acknowledged
5 Vote

The ability to change the 'from' email address with the email templates.

Even though we are a small business, we have different email address set up for different purposes and sites / projects. If we can change the 'from' email address when we create a template it would be extremely useful. At the moment we have to dow...

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
5 Vote

3D Secure card payments

At the moment, sagepay's 3D secure (verified by visa etc.) freezes the online invoice payment.Would be great if you could resolve this issue, as this adds to the security while paying online, and reduces the risks of fraud and charge backs.

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
5 Vote

Preventing Customer Duplication

It would be great if we can be stopped from creating a new customer record by trying to use the same mobile number or e-mail address that already exists on another customer record... ...by giving us an easy option, asking whether we would like to ...

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
5 Vote

Alphanumeric

A simple idea of adding letters to invoice numbers, a simple C for a credit note would help.Also, a supplier reference may be the same as a sales invoice reference but the system won't let you use the same reference twice. How would you treat this?

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
5 Vote

Multiple attachments with invoices

You can manually attach extra PDF files when sending out invoices but if you could upload a file that could automatically attach along side the invoice (terms and conditions for example) that would be perfect.

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
5 Vote

Better Expense Management - built in, not 3rd party

KashFlow needs to have better functionality for recording expenses which is built in, not farmed off to a third party as this is an essential part of business accounting. In my opinion this should integrate with KashFlow payroll and be able to cat...

Created 10 Jan 09:22 by Guest

KashFlow Payroll

3 New