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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
6 Vote

Upload VAT report direct to IRIS openspace for client approval

I thinking it would be go if we could upload the VAT detailed report to IRIS openspace direct from kashflow, at the moment I have to save it as PDQ then log into IRIS opensapce to upload the detailed report for approval.

Created 03 Sep 11:48 by Guest

IRIS KashFlow Connect / Reporting

0 Future Consideration
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
6 Vote

We use bankrecipt.com to import receipts into Kashflow. Please could it be possible to allow the VAT % (code) to be imported from bankrecipt to Kashflow too.

Currently we have to review each transaction again (after it has been imported from receiptbank to Kashflow), in order to correct the vat %age from 0 to the correct rate or N/A. This is very time consuming.

Created 20 Jul 11:21 by Guest

IRIS KashFlow Connect / Other

2 Will not implement
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