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2 Vote

Customise Reports

I would like to view Project reports with a breakdown of Net, VAT & Gross, also that only the part of a purchase invoice is allocated to the project it belongs to. It would also be useful if all bank transactions were picked up by Project in...

Created 29 Jul 13:50 by Michelle Pierce

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

User access type - add / edit / delete

Currently, you can only select user roles, which have either no access, or full access to certain areas. It would be very useful if one can also determine the type of access they have. This could be: full view-only edit/add (no delete) It would be...

Created 15 Mar 12:02 by Guest

IRIS KashFlow / Other

0 New
2 Vote

"SUBJECT" on emails

I have found that when you email invoices, quotes, remittances , etc, by email the subject always says "invoices...…." even though your emailing quotes, remittances, etc. You physically have to change it to correspond with what you are sending. So...

Created 23 Jul 06:45 by Caroline Jones

IRIS KashFlow

0 Acknowledged
1 Vote

Sort bank reconciliation transactions in order of amount

It would be really useful to be able to sort the amounts in the bank reconciliation so I don't have to search for the amount on the screen which takes time.

Created 10 Mar 13:42 by Claire Howitt

IRIS KashFlow / Bank

0 New
1 Vote

I would like to see purchase invoice descriptions showing when in supplier invoice list

When I want to look at a particular supplier invoice I have to open each invoice to find the one I want, if on the invoice list there was a column which shows the description I have entered it would save time

Created 10 Mar 13:38 by Claire Howitt

IRIS KashFlow / Purchases

0 New
1 Vote

When opening a new reconciliation page in the bank please do not highlight (blue tick) any transactions

Every time I go to reconcile the bank the new page already has blue ticked some purchase payments, this is just confusing and I have to tick and un-tick them every-time.

Created 10 Mar 13:35 by Claire Howitt

IRIS KashFlow / Bank

0 New
2 Vote

Automated 'thank you for your payment' once accounts reconciled.

Customers have up to date confirmation of payment and we would not have to manually send a remittance advice per individual customer - I am currently having to send 100 individual emails.

Created 18 Jul 06:47 by Guest

IRIS KashFlow / Payments

0 Acknowledged
1 Vote

Choose an email to send Purchase Orders from

There is an option to add an additional user for purchasing but then no way to change the email address Purchase Orders are sent from. Currently you can only add one email in SMTP Configuration and this email is also used for the additional users....

Created 09 Mar 13:10 by Ryan Laydon

IRIS KashFlow / Purchases

0 New
1 Vote

The possibility to link pdf bank statements to reconciliations for accounting purposes.

Currently there is no means in Kashflow to see the bank statements as you do for invoices and receipts. This would be very helpfull for that accountants if the PDF Bank/Kredid card statement could be attached to say the reconcilitaion of the bank ...

Created 08 Mar 13:15 by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Be able to leave the FRS Scheme during a VAT return period

Because it's an essential feature that is missing at the moment. As soon as one notifies HMRC in writing, we can leave the scheme on that day and return to normal VAT records - but Kashflow can currently only deal with one VAT scheme per period.

Created 04 Mar 18:49 by Guest

IRIS KashFlow / Uncategorised

0 New