Help us improve

1 Vote

Ability to allocate more than one project to invoice/purchase

Would be useful to allocate more than one project to invoice/purchase. Also maybe we can create sub-projects nested under parent project: Marketing / Inbound / Content ?

Created 15 Jul 10:09 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Stock Control

We have some suppliers with over 2000 product lines. In these cases we find 2 issues that continuously cause us to take much more time than should be necessary. when processing invoices and these are: 1. Finding a product within the sales code men...

Created 14 Jul 12:22 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Payroll demo

We as agents can't access Kashflow payroll without our clients login details. It would be useful to either be able to enable accountants access or have a demo account.

Created 09 Jul 14:24 by Heulwen Thomas

KashFlow Payroll

1 Acknowledged
1 Vote

Quotes won and lost percentage

It would be useful to see a quotes won and lost percentage over a specific date range to monitor our success ratio.

Created 09 Jul 06:44 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Copy Matching Rules from one account to another.

... er that's it, simple as that. I recently changed bank account, and was 'rather disappointed' to find I have to re-enter all the matching rules - about 50 of them - into the new account.

Created 03 Jul 08:29 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Automated credit control emails to contain the Direct Debit mandate

We can automate credit control emails to go out and this asks for customers to pay the outstanding invoice. However, it doesn't give them an option to then click and signed the Direct Debit Mandate and we can only send this out separately and ends...

Created 02 Jul 12:04 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Please could you add the option to put an invoice into Query.

It would be very useful to see this specific status at a glance, in the same way as you can currently see Paid/Unpaid/Overdue etc.

Created 02 Jul 11:52 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

CT showing as SA tax

I run my business through a non VAT registered limited company. How do I change settings so that the Taxes - Self Assessment tab shows Company Corporation Tax ; or better still how it could show my wages dividends and directors current account dra...

Created 27 Jun 10:35 by Guest

IRIS KashFlow / Reports

1 Acknowledged
1 Vote

INSERTING NEW LINES FOR QUOTE IN THE CORRECT PLACE RATHER THAN HAVING TO MOVE THEM UP

I WOULD LIKE TO BE ABLE TO INSERT ADDITIONAL ITEMS FOR QUOTE IN THE CORRECT PLACE OF OUR SCHEDULE RATHER THAN HAVING TO KEP MOVING IT UP FROM THE BOTTOM. VERY TIRESONM WHEN THE QUOTE IS ABOUT 3-4 PAGES LONG.

Created 26 Jun 14:13 by Guest

IRIS KashFlow

0 Acknowledged
1 Vote

euro payments

I have a euro mandate with gocardless, and can create a euro invoice in Kashflow, but when I go to take payment it converts it to GBP and won't work. Can you please add this functionality to link the two together.

Created 26 Jun 14:04 by Doug Andrews

IRIS KashFlow / Bank

0 Acknowledged