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Streamline add bank transaction

New add bank transaction is slower and less intuitive than the old version. Boxes don't highlight when tabbing in and search function is not intuitive you should be able to search and then press enter to select, also default VAT setting would be u...

Guest 9 months ago in IRIS KashFlow / Bank 0 New

1 VOTE

Client opt out facility on auto credit control

With auto credit control emails, rather than opting out certain individual invoices month after month, it would be beneficial if we could opt out certain clients who pay us by direct debit. Because their payments are collected at various points th...

Guest 9 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

11 VOTE

I would like a bacs file in the payroll section which would integrate with a santander multiple payments template

No description provided

Guest over 8 years ago in KashFlow Payroll 0 New

4 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...

Russell Chesler about 3 years ago in IRIS KashFlow / Bank 1 New

1 VOTE

Breakout Tips into own column on CrossTab Report

Shared tips are a flow through ie they don't impact the entity as they come straight from customers. But the Crosstab report puts them in the same column as salaries & wages, making it harder to reconcile the true payroll cost.

Guest 9 months ago in KashFlow Payroll 0 New

1 VOTE

Relevant TB reporting

Where a client is registered for flat rate VAT, rather than provide a standard TB, provide one that actually gives the figures that go into the accounts without having to jump through hoops to derive gross turnover etc.

Guest 10 months ago in IRIS KashFlow / Reports 0 New

1 VOTE

Allow direct posting to customer from bank feed

My issue relates to bank feed transactions that need to be allocated to a customer account WITHOUT creating a sales invoice. A lot of my clients pay me by standing order so they get posted to their account as received as “advance payments on accou...

Paul Connon 10 months ago in IRIS KashFlow / Bank 0 New

4 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 ...

Guest about 3 years ago in IRIS KashFlow / Bank 0 New

3 VOTE

Gross P&L

To run a gross profit and loss inclusive of VAT, if a company is hoping to fall under the VAT threshold, the current P&L is shows net of VAT requiring manual calculations however some sale items are exempt which can get complicated, & if t...

Guest over 2 years ago in IRIS KashFlow / Reports 0 New

2 VOTE

Seamless customer management: Keep profiles open after updating, saving time and frustration when generating quotes

When I create a customer and hit the "update" button after inputting their details, their profile immediately disappears, which means I have to then search for the customer again to produce a quote. This is quite frustrating. Is it not possible to...

Anonymous over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

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