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1 Vote

Bank feed and duplicate transactions

When re-connecting the bank, Kashflow brings in all the bank transactions again, creating duplicates. Why can't it recognise which transactions have been already imported into Kashflow and automatically ignore those?

Created 14 Mar 09:14 by Heulwen Thomas

IRIS KashFlow / Bank

0 New
8 Vote

VAT detailed report to show what was actually submitted to HMRC for that particular VAT Return

It would be very useful if the VAT detailed Reports actually showed the figures that were submitted to HMRC for that particular VAT Return period. Since the last update it has become apparent that the total figures for the boxes on the VAT detail...

Created 18 Apr 13:55 by Melanie Vaughan

IRIS KashFlow / Reports

1 Acknowledged
1 Vote

Retain customised view settings after log off

Why do our preferences keep getting changed?We need to see at least 100 purchase invoices and at least 365 days of invoices. Every time we log in the default is 10 purchase invoices and 90 days invoices. We need to see all customer history without...

Created 12 Mar 19:00 by Richard Cosier

IRIS KashFlow / Dashboard

0 New
1 Vote

FLAG/WARNING/HIGHLIGHT for customers/suppliers on hold

There are times when I forget that a customer or supplier should not be sent a statement. It would be incredibly useful to be able to flag/highlight to indicate on hold.

Created 12 Mar 12:43 by Guest

IRIS KashFlow / Customers

0 New
11 Vote

Bank - add transaction - comment field memory so you don't have to key in each transaction as many recurr

Comment field memory so you don't have to key in each transaction detail as many are recurring - in fact I'm sure it used to have the functionality....

Created 10 Jan 09:34 by Guest

IRIS KashFlow / Bank

1 Acknowledged
11 Vote

Global project report to be able to select dated to run it for all projects as i have over 50 projects

Global project report to run for specific dates for all of the projects

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Reports

10 Acknowledged
11 Vote

Option to discount individual line items on one invoice

We offer different levels of discounts on different products depending on terms with individual suppliers. It would be useful to offer product discounts as well as customer discounts. This is particularly important when supplying against a tender ...

Created 10 Jan 09:23 by Ken Callaghan

IRIS KashFlow

3 Acknowledged
11 Vote

Project names in journal

Currently when using projects in journal it just show the number, the name would be handy too, it looks like it should be there after the -

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

0 Planned
11 Vote

CIS liability to the Dashboard

On the Dashboard financial overview, CIS is not included in the 'money you owe' line or anywhere on the summary page. This would be useful to see as part of the overview as it forms part of money owing.Even if only as a separate line, like VAT.

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

2
11 Vote

Ability to split bank payments from bank feed to partly pay multiple customer invoices

I am using the bank feed to load my bank transactions.As I am in property rental some of my tenants rent is paid by Housing Benefit every 4 weeks. If I invoice for £100 per week every week and HB only pay £360 to cover 4 weeks rent at £90 per week...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Bank

2 Acknowledged