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Matching rules for bank transactions

Matching Rules for bank transactions should have and/or function so you can match several narratives to same rule rather than create rule for each narrative. Example - salaries, at the moment you have to create rule for each payee rather than all ...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

3 VOTE

More naming options for Invoices, so the pdf files can have the date, company name etc in the file name.

Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

3 VOTE

A 'pop up' note system for clients/suppliers when you enter the record

If I need to add notes to a client record that are important and need 'flagging' up next time I enter the record - there is no way to do this. It would be helpful to add notes that pop up when you next enter the record of a customer or supplier - ...

Guest about 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

Add attachment icon column on the bank transaction page.

Would be good to have the attachment icon column on the bank transactions page. This would allow us to see at a glance that a receipt has been uploaded for an outgoing payment when reconciling.

Guest about 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

3 VOTE

Nominal Ledger

Have the option to exclude nominals with no transactions. So only nominal with items included are generated when all the nominals are selected

Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

3 VOTE

XLS format for reports

As well as CSV could the option of XLS format be available? Time saving would be significant to avoid tailoring and resaving CSV files.

Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

3 VOTE

Move column widths on all pages

Hi I would like to be able to move the column widths on pages such as invoices/projects/quotes/purchase orders (just like you can within Excel) to enable me to open up a specific column I am searching to view the full description I have entered. T...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

3 VOTE

the facility to file year end accounts to companies house and companies tax return to hmrc

Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

3 VOTE

VAT threshold calculations to take into consideration non UK income

I earn most of my income from outside the UK and do not reach the UK threshold for being VAT registered in the UK - but kashflow does not recognise this and I get a message on my homepage saying I am over the income allowed and I need to be VAT re...

Guest about 8 years ago in IRIS KashFlow / Other 1 Acknowledged

3 VOTE

test button for repeat invoices

A test button for repeat invoices. I am a new user, and I have to wait 24 hours to see if my changes have worked or not. Also, I unable to make the date objects work: "%m".

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

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