Help us improve

3 Vote

On dashboard, the 'amount owed to you' when clicked only shows 'unpaid' invoices as default view. Can you make it easier to match the balance owed with one click rather than changing different views (part-paid, overdue, overdue part-pay, over-paid) just to reconcile back the balance on dashboard?

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Created 07 Oct 07:09 by Guest

IRIS KashFlow Connect / Reporting

0 Acknowledged
2 Vote

Being able to use more characters and letters in the customer invoice box and the same invoice number

When we enter our credit notes this would be for example C195611111111. The box does not allow enough characters and needs to include letters as some of our clients use letters in their invoice numbers. We also are finding clients are using the sa...

Created 07 Feb 10:45 by Guest

IRIS KashFlow Connect

0 New
2 Vote

Display options

We can add new fields into customer and supplier fields but these do not appear on the customer/supplier transaction summary page. It would be useful to at least be able to nominate one field to appear on that page. A couple of examples: In...

Created 06 Feb 12:56 by Guest

IRIS KashFlow Connect / Settings

0 New
2 Vote

Print out the list of clients

At the moment it is not available to export the list of clients or print it out. Can this be added please?

Created 23 Jan 15:06 by Guest

IRIS KashFlow Connect / Clients

3 New
2 Vote

Client Dashboard Customization

Would like to customise the dashboard with more relevant information. ie open VAT period

Created 18 Dec 08:31 by Guest

IRIS KashFlow Connect / Reporting

1 New
1 Vote

Sale invoice number sequence with letters

Could we please have the option to use letters in the sale invoices number sequence please

Created 31 May 13:54 by Guest

IRIS KashFlow Connect / Clients

0 New
2 Vote

Bank Import - system suggestions

Can you not have the system check for name matches as well as amounts. I have a client that has a lot of subbies with identical amounts invoiced and paid on the same day, the system just matches amounts and I have to go through and undo and re-mat...

Created 08 Dec 15:32 by Guest

IRIS KashFlow Connect

0 New
2 Vote

Bank imports - creating transactions - VAT default

It would be useful if a VAT default rate could be set for each nominal, it is a mind-numbingly boring faff having to change every payment for net wages, drawings, PAYE, VAT etc. to N/A

Created 08 Dec 15:28 by Guest

IRIS KashFlow Connect / Settings

0 New
2 Vote

Customise nominal ledger report

I have a client who has asked me to send him all his fixed asset category additions by supplier. When I run the report it defaults to the purchase invoice number first - supplier. In Q/B and Sage we can customise this but in Kashflow you cannot wi...

Created 06 Sep 14:31 by Ashley Smith

IRIS KashFlow Connect / Reporting

0 New
2 Vote

Supplier/Customer codes using special characters

I have been trading nearly 25 years and have a coding system for customers that involves the use of &, but I cannot incluse this in my customer code, why, SAGE which I have been using all that time allows for this? I really don'y want to have ...

Created 10 Aug 19:27 by Guest

IRIS KashFlow Connect / Settings

0 New