Help us improve

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
11 Vote

Integrate with Transferwise

Transferwise is going to be an standard for international transactions, and transfers, exchanges, refunds, etc do the manual work with KashFlow very complicated.

Created 10 Jan 09:18 by Guest

IRIS KashFlow / Partner Apps

3 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
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
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
1 Vote

Invoice Template on App

I feel the app invoice template should match the desktop template or should at least be customisable, to avoid populating the email every time.

Created 07 Mar 19:16 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New