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11 Vote

When viewing reports, favourite reports should be the default view

To save a click when checking reports regularly.

Created 10 Jan 09:19 by Guest

IRIS KashFlow

1 Already exists
11 Vote

allowing bank feed transactions to be assigned to projects, especially with Rules

Projects are very helpful in Kashflow, but if the bank feed is the driver that creates new P&L & BS transactions then it's difficult to find them and assign them to projects. When creating new invoices & purchases using the bank feed, ...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Projects

3 Acknowledged
11 Vote

Nominal Code Default Setting Suppliers & Customers

With the default nominal codes it would be good if you could have it where you could set this as you are putting purchases on and just press update customer or supplier record. Exactly like you have it where you can type an address in on an invoic...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Suppliers

0 Acknowledged
11 Vote

Full Integration with IRIS Time & Fees

Full integrate IRIS time & Fees with Kashflow this enabling you to not only benefit from a quick accounts package but also have all the features available in Kashflow to chase up your own debts. E.g Automatic credit control, better statements ...

Created 10 Jan 09:18 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
11 Vote

Grouping Customers Together

Would it be possible to set up groups for customers so that you can see what is outstanding for the group they belong to? My particular needs is that I run a school and I would like to be able to group students together in 'Courses' so that I know...

Created 10 Jan 09:18 by Guest

IRIS KashFlow / Customers

2 Acknowledged
8 Vote

VAT returns for Groups of companies

Following the new MTD legislation what is happening for companies that are registered as a group with HMRC for VAT purposes? We need to be able to submit multiple companies as one VAT return to HMRC. Is there a way to link the companies so inter-c...

Created 25 Feb 11:14 by Vicky Vater

IRIS KashFlow / Other

1 Future Consideration
1 Vote

Use custom fonts in PDFtheme.

This would allow us to personalise the invoice further to be on brand with our business rather than having to use one of the default fonts.

Created 21 Feb 10:40 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Remove the option to copy and delete invoices.

This is crazy and should not be an option, I really need to have these removed as people always go for the easy way to do things and then we end up with changed or deleted invoices.

Created 19 Feb 10:35 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
10 Vote

Changing the look of the Statement

We would like to use the Statement function on Kashflow but do not like the layout of the document - it looks untidy and quite unprofessional. We would like it if possible if it could tie in with our Remittance template so we have a little bit of ...

Created 15 Aug 11:52 by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Recurring Invoice Report

There is no report to export all recurring invoices to see what you are invoicing each customer.

Created 30 May 08:37 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New