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2 Vote

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 ...

Created 07 Jan 15:37 by Rob Smith

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Allow VAT returns to be generated (and finalised) without having to link to HMRC for MTD.

Lots of people don't want to submit their VAT returns directly from Kashflow. There are many reasons why the Kashflow data might need adding to/amending before submission (in my case because I only use Kashflow for my sales ledger, but it might be...

Created 16 Jun 07:48 by Guest

IRIS KashFlow / Other

0 New
1 Vote

Download sales invoices as PDFs in BULK rather than 1 at a time!!

I am trying to "back up" (for want of a better word) all of my sales invoices. Currently I have to "Print-Save as PDF "each invoice individually... I have THOUSANDS. I don't think it's too much to ask for to be able to download all of my invoices ...

Created 15 Jun 15:55 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT It would be a real time saver if there were the option to be able to enter the "rate" value of an invoice line item as gross rather than having to alway...

Created 15 Jun 11:55 by Guest

IRIS KashFlow / Invoicing & Quotes

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

Add a column to show purchase receipts against respective projects on the purchase invoices listing page

This feature is available for the sales invoice listing page, so why not have it on the purchase invoice listing page.

Created 14 Jun 15:25 by Guest

IRIS KashFlow / Purchases

0 New
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

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
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
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