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Introduce date prompt when tax due

Business owners, helpful for planning
Guest over 6 years ago in IRIS KashFlow / Dashboard 0 Planned

Can we have a 'save and new' option on the expenses and bank transfers

When you raise a sales or purchase you can save and click straight on the create button on the same page to create a new one. However, when making a transfer on the bank accounts page or creating an expense you save and then the box disappears so ...
Abbie Wells over 6 years ago in IRIS KashFlow 1 Planned

Report Builder

To be able to extract fields from various areas such as invoices and purchases for example.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Planned

Honorifics (Titles)

I have just noticed that Kashflow Payroll isn't very inclusive of all persons and there given or taken titles. It feels anti LGBTIQ (Transgender / Intersex) - Since 1985 the use of a wild card 'X' has allowed for people who don't feel or want to f...
Ben over 6 years ago in KashFlow Payroll 2 Planned

attach documents to bank transaction as an attachment

It would be a great idea to be able to attach copies of receipts to bank transactions. ie a photo of my fuel receipts. Xero has this option via their app and it is really useful. Please make this happen.
Guest almost 7 years ago in IRIS KashFlow / Purchases 1 Planned

Unpaid and Part Paid Invoices Report as downloadable data file

I issue single invoices paid over a long period in a schedule of installments. The due date is sometimes a year or more into the future. As payments are against a single invoice, there is no flag to let me know an installment is overdue. Issuing s...
Katrina Boydon almost 7 years ago in IRIS KashFlow / Reports 1 Planned

Quick Updating Product Codes after creation/import

I have seen a previous idea submitted for the ability to update prices of product codes by importing a new CSV as this was rejected due to the possibility of data problems and duplicated data Issue : When you have over 1000 products, and the su...
Ben about 7 years ago in IRIS KashFlow / Purchases 0 Planned

Update Product Pricing in Bulk

At the moment we have to go into each product individually to update pricing on over 500 products. I'd like the ability to view and edit the pricing and description on products from one page and the ability to bulk update.
Guest about 7 years ago in IRIS KashFlow / Other 2 Planned

On the dashboard the VAT summary should show the dates of the next return to be processed

The dashboard helps show clients the financial overview but unfortunately the VAT summary doesn't show the next VAT return period. We would all benefit from this happening.
Emma Ransom over 7 years ago in IRIS KashFlow / Dashboard 0 Planned

Automatic mapping of nominal codes to SA103 classification (currently defaults to 'Exclude')

SA103 classification – the default is ‘Exclude’, even when selecting the ‘IRIS Partnership & Sole Trader’ nominal during the set up. Can these be pre-assigned to the SA103 classification given to them in IRIS Business Tax /Personal Tax, so tha...
Heulwen Thomas over 7 years ago in IRIS KashFlow / Other 0 Planned