Help us improve

1 Vote

Payment method option within bank feed matching

When you match a purchase in the bank feed by using the 'create' button you are not given the option to change the payment type, which means that once it is created in Kashflow you have to go back into the payment and change it downstream - would ...

Created 12 Jan 16:55 by Rob Smith

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Add quote download to invoice download in customer module

When you click on the download button in the customer module you are given the option to either download all or to download customers selected by invoices between two dates. It would be really handy if there was also a third option to download cus...

Created 11 Jan 17:41 by Rob Smith

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Post multiple bank payments as a batch

I have 80-100 bank payments to post every month, outside of the Purchase Ledger. I would like to upload these as a CSV file and allocate Nominal and Tax codes in a similar way that I match payments to purchase invoices, then import them into the b...

Created 11 Jan 11:41 by Guest

IRIS KashFlow / Bank

1 Acknowledged
1 Vote

The default purchase code doesn't load when creating a new purchase in the 'Import Bank Transactions' page

Each supplier in KashFlow has a 'Default Purchase Code' you can apply in the Supplier Record page. After linking my bank account to import the transactions directly into KashFlow, I have noticed that when I need to create a new purchase for a tran...

Created 11 Jan 11:07 by Guest

IRIS KashFlow / Purchases

1 Already exists
1 Vote

AE Pension Opening Balances

I am a new user to Kashflow Payroll and are, therefore, entering opening balances from another payroll software provider (Iris Payemaster). However, there is no option to add AE Pension opening balances for the YTD. Therefore, my year end reports ...

Created 10 Jan 15:34 by Peter Doble

KashFlow Payroll

0 New
1 Vote

Payroll payslips which can be split into sections to reflect work done for separate customers

I run an agency business where clients are able to audit payroll - as I have multiple clients it would be useful to be able to split the payroll slip into work done for individual clients.

Created 08 Jan 13:08 by Paul Roycroft

KashFlow Payroll

0
1 Vote

Report on quotes

I would like a report please that can be download into a CSV file which details the invoices raised against each quote, ideally by client account, which also shows quotes with no invoice number thus enabling us to identify which have not been invo...

Created 06 Jan 09:38 by Guest

IRIS KashFlow / Reports

0 Will not implement
1 Vote

Ability to total cash paid and cheque paid customers individually at the end of a period to transfer into current account

I have customers that pay by cash or cheques and have listed these invoices in a 'undeposited bank' account. At the end of the week I need a total sum of cash and a total sum of cheques to be able to transfer the moneys into my current account. It...

Created 05 Jan 17:52 by Guest

IRIS KashFlow / Bank

1 Already exists
1 Vote

Allow Stock to be increased on receipt of invoice

When I purchase some of my stock items, I tend to receive an invoice payable within 30 days. If I create the invoice on Kashflow, the stock is NOT updated until I make payment which is confusing. There should be an ability when creating the suppli...

Created 31 Dec 09:58 by Rich Mellor

IRIS KashFlow / Purchases

2 Acknowledged
1 Vote

Despatch Method

We use several different hauliers and it would be helpful if we could show these on the packing note.

Created 22 Dec 15:07 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged