IRIS KashFlow

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Bank Feeds Imports

After downloading Bank feed, have the ability to match more than 1 amount to 1 Invoice or sale, before importing. After matching 1 amount, the invoice balance or sale balance to show the outstanding amount yet to match and not the total original i...

Guest 2 months ago in IRIS KashFlow / Bank 0 New

89 VOTE

Single Payment Receipt for Bulk Payment

I like to send a payment receipt when a client settles an invoice. At present this is fine when a single invoice is settled but when a number of invoices are paid with a single payment there is no facility to send a payment receipt covering all in...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 7

80 VOTE

Global Project Report Profit & Loss

Improve reporting for Project Based Clients - System can currently print P&L for each individual project. However the system CANNOT print a summary Report to include the P&L of all projects on 1 report for specified date ranges.

Guest about 8 years ago in IRIS KashFlow / Reports 16 Acknowledged

77 VOTE

Separate Template for Pro-Forma Invoices

At the moment the only way to send a pro-forma invoice for prepayment is to alter the quote template. This obviously isn't practical as we send both quotes & pro-formas on a daily basis.A separate template for both is needed.

Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

1 VOTE

Zapier - Purchase Invoices & Expenses

Currently the Kashflow Zapier integration allows the creation of sales invoices, but it'd be super useful to also be able to create purchase invoices and expenses.

Guest about 1 month ago in IRIS KashFlow / Partner Apps 0 New

75 VOTE

Different Send-From Email Addresses for Different Documents

Allow us to setup different email addresses for the various documents Kashflow can send, both from email and BCC email. For example, quotes should be sent from a sales@ address and BCC'd to sales@ and salesmanager@. Invoices should be sent from ac...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 15 Acknowledged

2 VOTE

enable transaction category searching of bank accounts

It would be useful if on the bank account transactions listing, you could sort by category (e.g. bank charges) within a date range. There is a workaround - running a P&L report shows the categories, and the total is 'clickable', so this brings...

Steve Bower 3 months ago in IRIS KashFlow / Bank 0 New

2 VOTE

Prior year comparative

Enable the profit and loss and balance sheet reports to show the prior year data side by side against the current year data.... as is required by law for financial statements filed at companies house

Guest 3 months ago in IRIS KashFlow 0 New

66 VOTE

Online Filing of Corporation Tax

HMRC are now asking for iXBRL compatible files when submitting corporation tax. An automated link from Kashfow would be ideal, but suspect this is a bit more complicated than the VAT submission module, but the ability to export to iXBRL format wou...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

65 VOTE

Invoice Paid Email Notification

It would be great if I could tick a box or add an invoice to a watch list which would email me a notification when it has been paid by card. At the moment I have to keep checking the invoices manually to see if they have been paid.

Guest about 8 years ago in IRIS KashFlow / Payments 4 Already exists

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