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4 Vote

Stop logging out automatically option - for companies without any security issues

No description provided

Created 04 Apr 18:09 by Guest

IRIS KashFlow / Dashboard

1 Acknowledged
4 Vote

Ability to change purchase and sales codes

KashFlow have used MTD as a reason to withdraw the ability to change sales and purchase codes once a VAT return has been submitted. This restriction is not a current requirement under MTD and will create a huge burden in correcting incorrect entri...

Created 04 Apr 17:33 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
4 Vote

Enabling the customisation of Statements

It isn't currently possible to customise customer statements in the same way that invoices are customisable. It would be useful to be able to add additional text boxes etc to the statements.

Created 04 Apr 11:55 by Gethin Davies

IRIS KashFlow / Customers

0 Acknowledged
4 Vote

Customer Statements

With the new Kashflow platform, we have to go into a number of individual pages to tick the customers who we want to send statements to and then choose the date range. This is very time consuming and in our opinion a backward step compared to the ...

Created 04 Apr 09:19 by Guest

IRIS KashFlow / Customers

0 Acknowledged
3 Vote

Enabling email addresses to be added to packing slip

When we pass the orders to our delivery team they often email time slots so if this was on the packing slip then this would save us adding this to an email to them. The delivery team do not have access to the invoice.

Created 25 Aug 17:40 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
5 Vote

VAT Tab and VAT settings

There should be a VAT tab at the left hand side as a function to view previous submitted returns rather than having to go through VAT settings> Save VAT . It seems rather hidden! Also, Kashflow should have a setting whereby the accountants rec...

Created 08 Nov 09:37 by Guest

IRIS KashFlow / Other

2 Acknowledged
4 Vote

Allocation of refund by supplier

If using bank feeds there is a refund from a supplier you can allocate it on account on the supplier account but then when you go into the supplier account you cannot allocate it against a credit note

Created 26 Mar 12:46 by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Re-format statements

Would it be possible to include monthly sub totals on customer statements? Most companies offer 30 day net accounts, I therefore expect December invoices to be paid at the end of January. In Kashflow all we have on a statement is a running total s...

Created 11 Jan 11:23 by Guest

IRIS KashFlow / Reports

0 New
2 Vote

Date range on main invoices screen

It would be handy to have a date range option on the invoices screen

Created 10 Jan 14:32 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
4 Vote

Adding a Document to Standard Invoice Template

We would like to send out our standard T&C's with the email invoice template that is in KashFlow, this doesn't allow at the moment, but you can add a video?? Picture (link off the internet) or a web link! Not helpful - most companies have stan...

Created 20 Mar 09:41 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged