Help us improve

3 Vote

Add today button on calendar date entry field

e.g. when I have previously entered a date range to look at historical transactions, but then want to go back to the most recent transactions I actually have to look up and selected today's date which is a nuisance & feels clunky. Most calenda...

Created 07 Feb 11:34 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

Being able to submit a partnership assessment to HMRC

Making your software compatible to automatically send end of year figures for a partnership to HMRC

Created 13 Jan 11:34 by Guest

IRIS KashFlow / Uncategorised

0 New
3 Vote

New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices

New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices with multiple customers. It would be better to create the new invoice with blank fields.

Created 01 Feb 11:16 by Paul Roycroft

IRIS KashFlow / Customers

0 Acknowledged
3 Vote

No way of checking unsubmitted VAT periods on new VAT report

Unfortunately with the new update of the VAT report, it appears you are now unable to create a report for reference on periods you have not previously submitted to HMRC via KashFlow. Having used KF since 2017-18, but not submitting the VAT reports...

Created 30 Jan 17:34 by Guest

IRIS KashFlow / Reports

1 Acknowledged
1 Vote

Create bespoke reports

I am trying to create a specific report for my needs and non of the standard reports have the full information which i require. It would be great if i could create a bespoke report.

Created 14 Dec 09:55 by Guest

IRIS KashFlow / Reports

0 New
4 Vote

Automatic card processing fee deduction

There should be a facility to automatically deduct processing fees, that are incurred for payments made online using credit/debit cards, e.g. Stripe, that incur an additional processing fee of 1.4% + 20 pence, per transaction.

Created 19 Jan 21:44 by Guest

IRIS KashFlow / Payments

3 Acknowledged
4 Vote

When copying an existing invoice or purchase into a fresh new invoice or purchase please DO NOT reset the date to today, but rather leave it

When copying an existing invoice or purchase into a fresh new invoice or purchase please DO NOT reset the date to today, but rather leave it as the invoice being copied. For instance, I sell many times a day the same product, with the same currenc...

Created 10 Jan 09:33 by Guest

IRIS KashFlow

1 Acknowledged
4 Vote

Project to be shown when opening a Purchase

When opening a Purchase, you currently have to press the Edit button to view which project it refers to and then re-save the purchase. It would be quicker and more convenient for the project to be shown immediately upon opening a purchase, rather ...

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Projects

1 Acknowledged
4 Vote

Ability to move bank accounts Order on Screen

I want to be able to view the most relevant bank accounts on one screen without having to scroll down. If you add a up down button to move the order they appear the less used ones can be moved further down the screen.

Created 10 Jan 09:32 by Guest

IRIS KashFlow / Bank

0 Acknowledged
4 Vote

delivery addresses should remain on older quotations when you create a new one and not change all to the same address this creates a massive

When I create a new quotation for a current customer with a different delivery address it also changes an all previous quotations. This causes a major problem when searching for older quotes. please could the delivery address be unchanged on a quo...

Created 10 Jan 09:32 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged