Help us improve

1 Vote

Make it possible to enable the API settings on all clients from the main dashboard rather than having to go into each client individually to enable the API settings

Quicker for any agent using Kashflow for multiple clients.

Created 10 Jun 12:02 by Bobbie Brown

IRIS KashFlow / Dashboard

0 New
2 Vote

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...

Created 02 Jan 12:12 by Rob Smith

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
1 Vote

A way to have a more specific downloadable info into excel - based on data fields eg overdue date/amount

To download overdue invoices from Kashflow into an excel spreadsheet I would like to do this for a specific date range and possible for amounts over £1000 for example. At the moment this only seems possible for into a PDF.

Created 07 Jun 08:31 by Guest

IRIS KashFlow / Payments

0 New
2 Vote

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...

Created 21 Dec 15:52 by Michelle Bennett

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Add a program date for all entries

Is there a way to set the program date in Kashflow? For example today is 3rd June 2021, but my month end entries need to be set to latest 31st May 2021. It means I have to manually change the date back a month and then to 31st for EVERY transactio...

Created 03 Jun 12:20 by Guest

IRIS KashFlow / Uncategorised

0 New
2 Vote

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...

Created 18 Dec 21:26 by Rob Smith

IRIS KashFlow / Other

2 Will not implement
2 Vote

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...

Created 16 Dec 05:54 by Guest

IRIS KashFlow / Payments

0 Already exists
2 Vote

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.

Created 12 Dec 12:29 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

VAT reverse charge

Alot of our clients are querying the VAT reverse charge, saying it should read customer to account for VAT reverse charge - not customer to pay VAT

Created 27 May 12:22 by Guest

IRIS KashFlow / Customers

1 New
2 Vote

Improve Handling of Accented Characters

Whilst the Kashflow PayPal App seems to handle importing customers names with accented characters and correctly creates an invoice with address details of say: "Pedro Jesús de Benito " in the customer details view, I see Pedro Jesús de Be...

Created 03 Dec 11:36 by Rich Mellor

IRIS KashFlow / Customers

2 Will not implement