Help us improve

3 Vote

Comment box on bank feed

When creating a bank transaction in the bank feed, there is currently only the option to select the nominal code and VAT rate. There is no option to enter a comment/ narrative to the transaction. It is a pain, as once you have imported the transac...

Created 25 Jun 16:43 by Guest

IRIS KashFlow / Bank

0 Acknowledged
4 Vote

Link projects to bank feed

When I import the bank I want to immediately allocate to one project rather than have to duplicate my work and go back after and repost. Also for historic work, I should be able to allocate all invoices from one customer to a project as one entry....

Created 01 Sep 12:42 by Sharon Minkin ACA

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Search facility - choose fields required

Really need the Invoice total amount displayed on the search return. Only displayes date, invoice no and supplier. Even a facility to taylor it to the client. Useless without he amolunt as still have click into the document to ensure correct value.

Created 02 Feb 16:11 by Guest

IRIS KashFlow / Purchases

0 New
2 Vote

Opening and Closing stock figures

There should be a feature in Kashflow to record opening and closing stock levels, for an accounting period, e.g. a year, a month, or whatever is required. The P & L report is not accurate if account is not taken of increases and decreases in s...

Created 08 Apr 07:32 by Guest

IRIS KashFlow / Reports

1 New
3 Vote

Add Mobile number and website headings to the Sales Invoice Template

The standard sales invoices templates only have tick boxes for Telephone and Email (Clean and Classic). Most invoices nowadays will also have Mobile number and Website details, but your templates only have ticks for Telephone and Email. Just about...

Created 14 Jun 11:55 by G B

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

Addition Information for UK Export Information

All UK Exports now require additional information which is currently missing from current layouts on Kashflow: It would be great to have these default on all non-UK orders to streamline to process price, method of payment, currency and any discoun...

Created 05 Apr 18:39 by Adam Pearson

IRIS KashFlow / Invoicing & Quotes

1 New
4 Vote

Read Only Access to Specific Users

would be great if the main KF user can give READ ONLY access to a specific user.

Created 12 Aug 17:20 by Guest

IRIS KashFlow / Other

0 Acknowledged
3 Vote

Improved CIS Features

Hi there, a few things that would make the management CIS much more useful: Ability to email CIS Certificates to sub contractors (i.e. suppliers). We currently have to do these each month and have to compile them outside KF, even though all the i...

Created 05 Jun 13:44 by Peter

IRIS KashFlow / Suppliers

1 Acknowledged
2 Vote

Enable quotes/applications to be sent showing Reverse Charge for VAT

When sending an Application (I believe its done through quotes) to show the Reverse VAT in the same way that you can on an Invoice.

Created 01 Apr 13:24 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Quickly enter payment date as invoice date

When you click "Add Payment" on a purchase or sales invoice it currently defaults to the current date. It would be useful if there was perhaps a button/option on the payment window where if you click this, it will enter the invoice date as the pay...

Created 29 Mar 11:01 by Aaron Chappell

IRIS KashFlow / Payments

0 New