Help us improve

7 Vote

Bank details

There is very little bank details that can be stored as standing data within Kashflow, as a minimum we need to be able to put account number and sort-code. Additional information should really be SWIFT code and IBAN number, overdraft limit and ren...

Created 10 Dec 13:46 by Guest

IRIS KashFlow / Bank

1 Acknowledged
1 Vote

to be able to assign an invoice to a particular address/job as well as entering the purchase invoice on the system for VAT / Accountant etc.,

this will save time as i have to repeat this procedure each invoice on various jobs that we have running as a building company

Created 30 Nov 15:13 by Guest

IRIS KashFlow / Purchases

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
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
4 Vote

CUSTOMERS INVOICE

Have option to remove United Kingdom on customer profile as we do not always have customers details. So their name and United Kingdom doesn't look good.

Created 19 Nov 16:42 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
6 Vote

Add Amount Paid to the top of the clients transactions profile

Hi - currently you have 'Total Invoiced', 'Amount Due' and 'Amount Overdue' at the top of the clients transactions page - if you also added 'Total Paid' to these you would have a full house of all the important information regarding the clients tr...

Created 11 Nov 17:44 by Rob Smith

IRIS KashFlow / Customers

0 Acknowledged
6 Vote

Lock transactions but still allow nominal code to be amended

Once we lock the transactions in Kashflow we can no longer change the nominal code that the transaction is assigned to – we used to be able to re-allocate the transaction to a different nominal code, but make no other changes, which worked well. W...

Created 19 Oct 08:39 by Heulwen Thomas

IRIS KashFlow / Uncategorised

1 Acknowledged
3 Vote

On Screen Monthly P&L

It would be useful to view a P&L by month on screen, rather than have to download to excel each time. It would also be really good to click on the values in the P&L report and go directly to the nominal account.

Created 05 Nov 15:48 by Guest

IRIS KashFlow / Reports

0 Planned
5 Vote

Make number of items displayed in invoices and purchases configurable in settings

Every time I log in to Kashflow I set the number of items to 100 in both invoices and settings. It would be great if I could set this once in settings instead!

Created 21 Oct 10:15 by Guest

IRIS KashFlow

0 Acknowledged
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