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Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...
Rob Wheatley about 1 year ago in IRIS KashFlow / Customers 2 New

SETTING TRANSACTION DATES IN SALES AND PURCHASE ACCOUNTS

In the new version of Kashflow, the date in customer and supplier accounts defaults back to 01/01/2024 meaning no previous transactions can be seen. Not helpful when we're only on 04/01/2024! It would be helpful if I could set the default date mys...
Guest about 1 year ago in IRIS KashFlow / Customers 0 Acknowledged

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 4 months ago in KashFlow Payroll 0 New

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 4 months ago in IRIS KashFlow / Reports 0 New

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 4 months ago in IRIS KashFlow / Bank 0 New

Add Payroll items at system level

For the NHS pension I need an overtime at basic rate that is pensionable and an overtime at enhanced rate that is not pensionable and its not feasible to create this at payslip level everytime and I would like to be abel to add payslip items.
Guest 8 months ago in KashFlow Payroll 0 New

Due Date on Aged Creditors/Debtors Reports

I was wondering if it would be possible for the Aged Creditors and Aged Debtors reports to include the 'payment due date' information when exported to CSV? At the moment the reports only include the date of the invoice.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

Additional information on statement

I would like to see an option where additional information can be added to the statement template, such company bank details and other company information. Similar to the invoice PDF theme templates option where additional text can be entere (in M...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

RST API Knowledge base

Be really useful if there was a knowledge base for the REST API like there is for the SOAP API
Stephen Elliott 9 months ago in IRIS KashFlow / Reports 0 New

Add due date to aged creditors report

This would be useful to help us identify which creditors we need to pay in our payment run.
Guest 9 months ago in IRIS KashFlow / Purchases 0 New