Help us improve

1 Vote

Add a trigger to enable Zapier to recognise a new invoice

I have been using Kashflow since 2014 and it is the centre point of my company management system. Whenever I receive a new order, it is immediately placed into Kashflow as an invoice. I am trialling Zapier as a means to help automate as much of my...

Created 09 Jul 10:50 by Guest

IRIS KashFlow / Partner Apps

0 New
2 Vote

To have an alert when a supplier invoice is due for payment

My client pays all of her suppliers in full, however I suggested she go on 30-60 days but she is worried that she would forget as she is so very busy and payment would get overlooked. It would be beneficial if there was a message of something that...

Created 17 Feb 09:57 by Guest

IRIS KashFlow / Settings

2 Acknowledged
1 Vote

When creating a new rule within the Bank Feed provide more criteria for transaction selection

Currently when creating a new rule in the Bank Feed area, I can only search for transactions by text. I would like to be able to search for transactions to create a rule using other criteria such as the Amount of the transactions being equal to or...

Created 06 Jul 15:20 by Michelle Bennett

IRIS KashFlow / Bank

0 New
1 Vote

Allow a Project to be added to an Expense

Because users might want to report on Expenses within a project and right now we have to key a full Purchase invoice in order to allocate a project to a purchase which takes much longer to key.

Created 06 Jul 15:08 by Michelle Bennett

IRIS KashFlow / Purchases

0 New
1 Vote

List bank rules in order of last used

Some bank rules pages can become quite large. To speed up the page it would be helpful to know which rules are no longer being used so that they can be deleted.

Created 06 Jul 15:02 by Dominic Pascal

IRIS KashFlow / Bank

0 New
1 Vote

Sort Categories on quotes page

When you select manage categories on the quote page it would be good if you could sort them. i manage them by year so it would be good at year end to rename and then add won and lost again at the top

Created 06 Jul 07:51 by Steve Prosser

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Allow bulk delete on transactions imported to Kashflow and a save feature for matching transactions

A few time now i have uploaded my bank statements into Kashflow and i have finished work or have not had enough time to match all transactions off and when you have over 800+ it can take a while so by allowing you to save it and come back to it wo...

Created 05 Feb 12:09 by Guest

IRIS KashFlow / Bank

0 Will not implement
2 Vote

Company Details

Industry Sector - I have been advised to contact you today - as we have had an issue with a popup and apparently it relates to the industry sector 3 x fields - we didn't populate one as it didn't apply to our business, maybe you could pop a 'doesn...

Created 05 Feb 09:41 by Guest

IRIS KashFlow / Uncategorised

1 Will not implement
2 Vote

VAT liability is present on the dashboard. Can we please have CIS (Construction Industry Scheme) tax liability in the same way.

If you are in the construction industry, CIS (tax from subcontractors collected on behalf of HMRC) is just as important as VAT!! Please can we see the 'liability' on the dashboard.

Created 02 Feb 10:19 by Guest

IRIS KashFlow / Dashboard

0 Acknowledged
2 Vote

Invoice and Purchase Orders should have Line Item Numbers

When discussing Invoices and Purchase Orders with Suppliers and Customers it would be useful to have Line Item numbers so as to easily identify individual items. This is required where invoices etc are very complex.

Created 31 Jan 11:45 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged