Help us improve

2 Vote

Use the Supplier defaults when matching transations from imported bank account

When you are matching a transaction which you've imported from a Bank account and you choose to "Create" a new transaction, you get a screen to choose the supplier etc to log a new expense. However, when you choose a supplier, the purchase code a...

Created 13 Apr 15:13 by Gavin

IRIS KashFlow / Bank

2 Acknowledged
1 Vote

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?

Created 03 Aug 17:17 by Rob Compton

IRIS KashFlow / Bank

1 Acknowledged
1 Vote

Matching rules maximum limit

Frustrating that there is a limit for how many bank matching rules you can have.

Created 03 Aug 10:37 by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Dashboard - Bank Account Graph Improvement

At the moment, the bank account graphs on the dashboard are drawn from the balance in each account at the end of the month. For payment processor accounts such as PayPal and Stripe, the graph is not very informative (for example my Stripe graph sh...

Created 11 Apr 19:11 by Rich Mellor

IRIS KashFlow / Dashboard

0 Acknowledged
2 Vote

facility to record communication on credit control

This facility will allow us to keep track on when we have spoken to clients and what has been discussed during the conversation.

Created 11 Apr 13:15 by Guest

IRIS KashFlow Connect / Clients

2 Already exists
2 Vote

Trial Balance Not Balancing

As an accountant, we have had a couple of clients that have managed to post sales/purchase invoices to a bank code which has somehow caused the trial balance to not balance. I don't claim to be the smartest person, but surely if the software is do...

Created 10 Apr 09:08 by Guest

IRIS KashFlow Connect / Your Account

0 Will not implement
2 Vote

Provide a purchase history report for suppliers (as is available for customers)

There is no report on kashflow that shows the description of a purchase alongside the quantity and amount of an item purchased. For people who want a quick & easy way to review how much previous orders have cost them - kashflow currently doesn...

Created 09 Apr 15:43 by Guest

IRIS KashFlow / Suppliers

0 Acknowledged
2 Vote

Moving transactions up or down in bank accounts

At times during a single day several events affecting the same bank account may happen, for instance sales invoices, purchases and bank transfers (such as withdrawals from Paypal to corporate account). Very often I have noticed that the transactio...

Created 08 Apr 18:48 by Guest

IRIS KashFlow / Bank

1 Acknowledged
2 Vote

Go back to same list view on delete etc

When you are in a list of suppliers, on page 8 and delete a supplier, it takes you back to the supplier list on page 1 and you have to go back to page 8 manually. Please return me to where I was before the action.

Created 06 Apr 16:26 by Guest

IRIS KashFlow / Other

0 Acknowledged
2 Vote

Suppliers from the US

A lot of our purchases are made from US suppliers, but when you input supplier details the default is a UK supplier, with an option to say that they are from elsewhere in the EC. This means that 20% VAT is always added automatically when inputting...

Created 06 Apr 11:37 by Guest

IRIS KashFlow / Suppliers

1 Acknowledged