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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...
Rich Mellor almost 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

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.
Guest almost 7 years ago in IRIS KashFlow Connect / Clients 2 Already exists

Overdue invoices bulk sending

when bulk sending overdue invoices, please create a function where you can select which email template to use. Currently it sends the default email which in my case is a standard here’s your invoice email, with overdue invoices a more direct tone ...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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...
Guest almost 7 years ago in IRIS KashFlow Connect / Your Account 0 Will not implement

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...
Guest almost 7 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

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...
Guest almost 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

your system needs to recognise when a duplicated purchase order number has been inputted

everyone would benefit
Guest over 3 years ago in IRIS KashFlow Connect / Clients 0 New

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.
Guest almost 7 years ago in IRIS KashFlow / Other 0 Acknowledged

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...
Guest almost 7 years ago in IRIS KashFlow / Suppliers 1 Acknowledged

Correct fault on gross pay figure exported to Kashflow Accounting

I have an employee with a company car and the BIK tax is paid monthly via PAYE rather than annually via P11. The company car benefit value is shown on the income/payments side of the payslip, which is correct as this value is used to calculate tax...
Guest over 3 years ago in KashFlow Payroll 1 Acknowledged