Help us improve

4 Vote

Enable multiple banks for bank feed

Currently only 1 bank account per bank can be linked using the Open Banking bank feed. This is highly inefficient when a client has 2 (or more) bank accounts with the same Bank (in my case - Lloyds) and regularly uses both. It would save having to...

Created 29 Mar 09:46 by Guest

IRIS KashFlow / Bank

2 New
7 Vote

Design invoice templates

It would be useful, as with Sage and Quickbooks, to be able to manipulate the invoice template with our own designs so we can add or delete fields as required

Created 01 Jun 09:17 by Guest

IRIS KashFlow / Invoicing & Quotes

2 Acknowledged
7 Vote

Archiving facility of data over 7 years old

As far as I can tell we are not supposed to keep data for longer than is necessary to comply with GDPR but Kashflow does not offer any way to switch on archiving of data over 7 years old. Removing this old data would also improve performance and w...

Created 26 May 14:34 by Guest

IRIS KashFlow / Customers

0 Acknowledged
7 Vote

Remove 'United Kingdom' from address lines

Or at least make it an option. Our customes are all UK based, so to put 'United Kingdom' at the end of the address line looks ridiculous and makes it difficult to fit into a window envelope. At best, give customers a default option.

Created 23 May 09:36 by Guest

IRIS KashFlow / Customers

1 Acknowledged
4 Vote

Show Construction VAT Reverse charge on Quotes

Why is it useful? Eradicates customer confusion as the quote would accurately reflect what will be invoiced. Who would benefit from it? Any business in the construction industry registered for VAT & CIS and using quotes within Kashflow. How sh...

Created 03 Mar 15:42 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
7 Vote

Invoice View - Project Number

The invoice view on screen does not show the PROJECT - I need to click print to view in PDF or Edit. Please add this field to view on the screen

Created 10 May 12:09 by Guest

IRIS KashFlow / Invoicing & Quotes

3 Already exists
2 Vote

Apply part amounts to payment on accounts

If say you had an amount pre paid by a customer of £6000. You post as a PA (creditors a/c) a month or so later, you raise the invoice but for only part of that amount £5500 - why cant you allocate this to the PA leaving the £500 o/s?? You can easi...

Created 05 Jan 14:51 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
6 Vote

Bring back CSV download of VAT return calculations

I need to check these calculations, as we have different rates, and I have found errors in the past . I now have to look back through a whole quarter's invoices and receipts to check them!

Created 25 Mar 11:28 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Bulk "settle purchase" of large number of payments for foreign invoices

Each year I have a large number of invoices from foreign companies in foreign invoices, which I pay. Thiis leaves me with either an "overpayment" or "Part Paid" against each invoice. This could be up to 600 iinvoices in a year. I need a way to BUL...

Created 14 Dec 12:38 by Guest

IRIS KashFlow / Payments

0 New
7 Vote

Proforma

I find it hard to believe Kashflow don't yet have the ability to create Proforma invoices! I have now signed upto Sageone and will be moving away from Kashfow. Renaing QUOTES to Proforma is Not a Solution!

Created 22 Mar 20:35 by Guest

IRIS KashFlow / Invoicing & Quotes

4 Acknowledged