Help us improve

1 Vote

a checkbox to match billing and delivery addresses when entering an invoice or customer, otheriwse we have to enter twice unless in the UK.

For our European sales we have to enter the billing address and delivery address twice, even when the same, otherwise the delivery address defaults to UK which is messing up our reports.

Created 10 Jan 09:31am by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Previously Loaded transactions screen

I would like to see some changes to the previously loaded transactions screen. This screen ignores the date settings entered for the import screen and ideally it could be filtered for this. It also shows transactions that date prior to the last re...

Created 10 Jan 09:31am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Use existing Gocardless agreements to collect payments

I've previously used Kashflow to setup invoicing and automatic payment through GoCardless, but it has it's limitations. When you setup the process through Kashflow, you have to stipulate how much the maximum direct debit available to take is. For ...

Created 10 Jan 09:31am by Guest

IRIS KashFlow / Payments

0 Acknowledged
1 Vote

Ability to add line totals inclusive of VAT in mass import

Improve the template upload facility so that you can upload line totals INCLUSIVE of VAT. At the moment one can only mass import totals net of VAT and then nominate a VAT amount to be added. This is quite and issue for many businesses like mine th...

Created 10 Jan 09:31am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Ability to assign a project number to a nominal code so that all transactions in that code are treated as part of that project

We need to account for income/expenditure against grants provided to our charity and use projects for that purpose. Some incomes e.g. payments for after school coaching courses are assigned to one nominal heading. It would be useful to be able to ...

Created 10 Jan 09:31am by Nick Robinson

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

the ability to advance tax weeks for weekly payroll to avoid employees being overtaxed

No description provided

Created 10 Jan 09:31am by Guest

KashFlow Payroll

0 New
1 Vote

Ability for the search on KashFlow to pull information from the notes field on clients/customers etc

The 'Search' function searches all your KashFlow details including customers, invoices, suppliers, receipts and any external references such as purchase order numbers or customer reference numbers. You can also type in an amount here; invoices or ...

Created 10 Jan 09:31am by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Option to view only unpaid invoices

I would like an option to view only unpaid invoices, in the order of my choice, whether alphabetical, oldest first, etc. At present all invoices are in view and do not appear to be archived after being marked as paid?

Created 10 Jan 09:31am by Guest

IRIS KashFlow / Invoicing & Quotes

2 Already exists
1 Vote

Allow creating/managing custom Journal categories

I regularly need to process expense claims, e.g. for company purchases made by employees that require reimbursement, travel expense claims, etc. This involves posting journals involving expense accounts and separate employee debtor/creditor contro...

Created 10 Jan 09:31am by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

An acceptance section to the quote template for customers to sign directly.

It would be helpful to add an acceptance section to the quote template for customers to sign directly. A section for information in relation to company Terms and Conditions should also be available to customise quote template. Quotes can then be i...

Created 10 Jan 09:31am by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged