Help us improve

5 Vote

Prepare a proper Bank Reconciliation report

I would rather have a traditional bank reconciliation report where it lists the unreconciled receipts and payments. You have copied the Sage "Statement Report" method and its pointless. Example: Balance per Bank Statement Add: Unreconciled Recei...

Created 07 Feb 07:36 by G B

IRIS KashFlow / Bank

0 New
1 Vote

Date substitutions or CSV improvements

Unfortunately, the current automatic invoicing system is weak. While I am proficient in generating monthly invoices, the lack of auto-population for date and information fields is proving to be inefficient. Additionally, I have encountered issues ...

Created 20 Nov 16:55 by Ben wright

IRIS KashFlow / Invoicing & Quotes

0 New
6 Vote

Default "Action" in VAT report panel

Following an issue with the date range on our KashFlow VAT report screen today. I have the following observation about the "Actions" menu on the right hand side of the VAT report panel. Here is my remark, made to your support desk, after we had re...

Created 04 Feb 14:45 by Guest

IRIS KashFlow / Reports

1
1 Vote

When running a nominal ledger report, please could you include an option to exclude nominal codes with no transactions, and could you exclude archived nominal codes from the nominal ledger report.

At present, nominal reports include all nominal codes (unless the user goes through the list and selects or de-selects the codes one by one), so the report has several lines (or even pages) of codes with zero opening and closing balances and no tr...

Created 15 Nov 16:59 by Guest

IRIS KashFlow / Reports

0 New
2 Vote

Delete duplicate transactions in the 'ignore feeds' section

I had a problem with the bank connection, had to disconnect and re-connect. There are now many duplicated transactions in the ignored feeds. I hate having duplicates and a messy bank, does this stress anyone else out? There is no way to effectivel...

Created 24 Nov 14:23 by Guest

IRIS KashFlow / Bank

0 New
1 Vote

IOSS Destination VAT Reporting

Having signed up (reluctantly) to IOSS non-union scheme for IOSS reporting, we have to report each month on sales to each EU country and VAT collected on behalf of that country. There need to be additional reports added to Kashflow to help with th...

Created 12 Nov 09:08 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Changing to accounting period (2023/2024)

As HMRC are now forcing all self-employed persons to adopt an accounting year end between 31st March and 5th April, this means that a lot of older businesses need to extend their accounts period for the year ending 2023-2024. We need some more hel...

Created 12 Nov 09:06 by Rich Mellor

IRIS KashFlow / Reports

0 New
3 Vote

A report with department (aka Project) data on the report

Totally confused why we can enter department/project data at a transaction level yet cannot run a report on that information. The simple addition of the column for department/project on the Audit Trail would be the answer.

Created 30 Nov 13:46 by Guest

IRIS KashFlow / Reports

3 New
8 Vote

customer statements

Would it be possible to just click one button and print all customer statements but only those customers that owe you money. This would reduce the risk of missing a customer when having to tick each box next to the customer that you want to print ...

Created 10 Jan 09:27 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
8 Vote

2 Factor Authentication

Hi When I log in to Kashflow (as a client), I've noticed that I can set both my password and memorable word to the same thing - which presumably is not that secure? Would it be a good idea to have 2 Factor Authentication as part of the log in proc...

Created 10 Jan 09:27 by Guest

IRIS KashFlow / Uncategorised

4 Acknowledged