Help us improve

4 Vote

Match/unmatch payments without having to unlock bank accounts.

When bank accounts are locked, this also makes it impossible to unmatch and match payments from before the lock date. Reallocating and assigning credit balances on account currently requires me to unlock and lock the bank accounts again.

Created 18 May 12:08 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Report Showing Individual Prices of Materials with Description

I need a report that shows individual prices of materials & quantities purchased & if possible individual Jobs as this would save so much time and i think especially with business reviewing their pricing structure this would be an idea opp...

Created 21 Mar 12:25 by Guest

IRIS KashFlow / Purchases

0 New
4 Vote

Automatic Sending of Invoices

Hi There I would like to suggest a simple facility that will send invoices as soon as they are raised, I thought this feature was already available until I checked today and it isn't. Simply put, what is required is that when an invoice is created...

Created 15 May 15:52 by Rob Lucas

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
4 Vote

Allow EC sales list to be submitted separately from the VAT return

Presently the EC sales list can only be submitted to HMRC website through KashFlow at the same time as the VAT submission. However if there is an error (with the gateway, for example, as I have experienced) there is no function to allow the EC sal...

Created 14 May 20:51 by Guest

IRIS KashFlow / Other

0 Will not implement
4 Vote

Assign customer contact(s) to invoices

You have recently added multiple contacts for a single customer. This does not resolve the issue for users. In large organisations invoices need to be able to be sent to different contacts. At present all KashFlow can do is send the invoice to con...

Created 11 May 08:40 by Paul Cripps

IRIS KashFlow / Customers

0 Acknowledged
4 Vote

Add customer or supplier code somewhere on page in ALL views for transactions related to that customer/supplier

When viewing quotes/invoices/purchases I can see the customer name and/or invoice/purchase order number, but I can't see the customer code. I am surprised by the number of times I have to back out of an invoice or purchase to check the code.

Created 10 May 11:34 by Katrina Boydon

IRIS KashFlow / Other

0
3 Vote

Add/calculate late payment fees to overdue invouces

Would be useful to be able to calculate and add late payment fees to invoices.

Created 21 Dec 17:11 by Guest

IRIS KashFlow / Customers

0 New
3 Vote

Sort out the Bank Import

Please sort out the bank import - use your contractual relationship with the developers to get this resolved. Every couple of days (or even less) I have to re-authorise the link to my bank account (Santander) - even though the Consent management p...

Created 20 Dec 07:42 by Rich Mellor

IRIS KashFlow / Bank

3 New
2 Vote

Ability to sort matching rules alphabetically

Ability to sort matching rules alphabetically

Created 03 Aug 10:36 by Guest

IRIS KashFlow / Bank

0 New
4 Vote

Allow assignment of an 'Unallocated' Bank Transaction to Multiple Purchases or Invoices

When you 'Unallocate' a bank payment/receipt and then have the option to 'Assign to Purchases' or 'Assign to Invoices', respectively. You should be able to 'Assign' the bank transaction to multiple purchase or invoices, as opposed to currently onl...

Created 03 May 15:09 by Chris D

IRIS KashFlow / Purchases

0 Acknowledged