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IRIS KashFlow

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Changing in/out columns within bank transactions

In the bank transactions section where you can view or add a transaction, in the 'view' section you can swap the in and out columns - this is a great idea as some bank statements may have these in either order - so far so good, but when you input ...
Rob Smith about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Negative Discount value

I would like to have the facility to use negative discounts. For most of my customers I supply the same service for which I set at a base line cost price. Depending on factors such as distance and difficulty the customers actual price might either...
Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Metro Bank Feeds

Please can you add feeds for Metro Bank. This is the 21st century, the UK permits rapid account switching, we need these bank feeds for our accounting software. Or should we go to elsewhere to a package that does support it?
Rob Compton over 3 years ago in IRIS KashFlow / Bank 1 Acknowledged

Matching rules maximum limit

Frustrating that there is a limit for how many bank matching rules you can have.
Guest over 3 years ago in IRIS KashFlow / Bank 0 New

Aged Creditors and Activity Reports at Project Level

We are a property developer with multiple development sites and we create a new Project within Kashflow for each development site. We always add a Project to each purchase invoice, however we then find it very difficult to extract information by p...
Michelle Bennett about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

CSV Importer Bug - Selective Amnesia

Whilst using the CSV importer to migrate customers over to Kashflow I have found that the saved mapping function has selective amnesia. By that I mean sometimes it remembers the saved mapping files I made up the first time I used it, other times i...
Rob Smith about 7 years ago in IRIS KashFlow / Other 2 Will not implement

Have a setting for 'Direct Debit' payments

Currently I have to choose 'Other' every time I make a payment by Direct Debit and then have to type in 'Direct Debit - it adds to the time of inputting and puts me off recommending Kashflow to anyone as I am sure there are software packages out t...
Guest about 7 years ago in IRIS KashFlow / Payments 0 Already exists

Upload a file to support transactions

Raise a journal and you can upload any file type (.pdf, .xls, .doc etc) of workings to support your entry. Files can also be uploaded to support customer, invoice, supplier, purchase etc entries, but crucially not .xls (spreadsheet) files. No file...
Guest over 3 years ago in IRIS KashFlow / Uncategorised 0 New

CIS reverse change not to be applied to the full invoice value

Not all items on a contractor's invoice are subject to CIS charge - eg parking. Other financial packages allow to differentiate the treatment
Guest over 3 years ago in IRIS KashFlow / Purchases 0 New

Additional Column headings

It would be very useful to add additional column headings in the invoice template. Currently all you have is Qty, Description, Rate and total. I need to add further details like product names or codes to be included on the invoice.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged