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4 Vote

Save filter settings

Every time I login and go into invoices or purchases the filters applied in the previous session are lost and I have to select "unpaid" and "100 items" each time.

Created 19 Oct 16:10 by Gary McDonald

IRIS KashFlow / Invoicing & Quotes

1 New
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

Add option to carry over attachments from a Quote once converted into an Invoice

KashFlow behaviour at the moment is that any files attached to a quote are removed once it is converted to an invoice. I think it would make more sense were there an option for attachments to carry over and remain attached to the resulting invoice...

Created 02 Nov 14:27 by Guest

IRIS KashFlow / Invoicing & Quotes

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
4 Vote

I need a single report covering the P&L for a full year broken down by month without having to copy and paste each individual month to a spreadsheet

The full year P&L report should list each months activity and be customisable by date range to provide month by month comparisons without the need to download 12 monthly P&L reports. This will avoid the inevitable misalignment of nominal c...

Created 28 Sep 08:33 by Guest

IRIS KashFlow / Reports

0 New
3 Vote

Changing wording on Reminder E-mails

Improvement of Customer relations: Change the wording on the E-mail of the Reminder Letters : "It's time to pay" is far too aggressive (shades of a gangster threat). Needs to be much more polite.

Created 30 Sep 13:04 by Guest

IRIS KashFlow / Invoicing & Quotes

3 Future Consideration
6 Vote

Undeliverable Email Notification when emailing invoices

Wonder why your invoices dont get paid? Customer then says they didnt receive it! so you send another copy... and they still dont pay! WE MUST GET A NOTIFICATION WHEN WE SEND AN EMAIL INVOICE TO A CUSTOMER AND THE EMAIL BOUNCES. Please consider th...

Created 26 Jul 11:33 by Guest

IRIS KashFlow / Invoicing & Quotes

3 Acknowledged
1 Vote

Specific sales codes to be applied to a specific customer

It would be a great idea, if we were able to select specific sales code to a specific customer, so that when you raise a sales invoice for that customer only specific sales codes would appear in the dropdown menu rather than all the sales codes on...

Created 01 Nov 15:21 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Reduce font on new design

Even on my main pc, a lot of the new design is unusable as the font size is so large - for example, the drop down menus may show 2 or 3 options before dropping off the bottom of the screen. Typing a selection from the drop-down also does not work ...

Created 06 Oct 20:10 by Rich Mellor

IRIS KashFlow / Customers

2 New