IRIS KashFlow

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3 VOTE

Showing seperate VAT titles and amount

split totals into net and VAT columns to allow for a quicker check of purchases.

Guest over 6 years ago in IRIS KashFlow / Purchases 1 Acknowledged

1 VOTE

Default VAT rate on bank transactions

Ability to select a default VAT rate when manually entering bank (cash) transactions

Bobbie Brown about 2 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

VAT Destination Rules

As the EU has brought in destination VAT charging (which may or may not be adopted by the KashFlow user), it is imperative that a standard VAT rate can also be added to each customer, which defaults to the standard VAT rate for the customer's EU c...

Rich Mellor about 2 years ago in IRIS KashFlow / Customers 1 New

1 VOTE

Customer Profile - VAT Registered / Based Option

In the customer profile, it is annoying to have to select the option for where a customer is VAT registered based (ie. home country, the EU, outside the EU etc). This should default to the country used for the billing address - as surely that is w...

Rich Mellor about 2 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

VAT Exception Reporting

With all of the changes to destination VAT charging etc, it is all too easy to make mistakes when editing invoices. An exception report would be good which looks at: a) Where the customer is not based in the home country (as per their Customer Pro...

Rich Mellor about 2 years ago in IRIS KashFlow / Reports 0 New

1 VOTE

Remember Setting for Transactions - Time Period

When viewing a customer record, the time period on the Transactions view defaults to This Year. Around the new year, this is problematic, as you cannot view some transactions, unless you switch the time period to ALL. However, when you return to t...

Rich Mellor about 2 years ago in IRIS KashFlow / Customers 0 New

3 VOTE

Aging analysis to customer statements

It would be useful to have to option to produce a statement that can be sent to a customer that shows an aging of invoices/credits as an analysis at the bottom of the statement i.e. those invoices that are less than 30 days old, 30-60 days 60-90 d...

Guest over 6 years ago in IRIS KashFlow / Customers 1 Acknowledged

3 VOTE

Automatic Direct Debit Payments

It would be great if payments for due invoices were automatically collected on a set date agreed with the customer, currently I have to go to each customer individually and process the direct debit payment which is very time consuming.

Guest over 6 years ago in IRIS KashFlow / Payments 2 Acknowledged

3 VOTE

Adding receipts: revert to old 'click arrow' system so all 3 date entries match

Previously on the old system, there was an arrow to click which enabled the dates to all match the invoice date - now we have to change the date in 3 places adding time to creating a receipt. Can this arrow be re-added please? Thanks

Binita Walia over 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

3 VOTE

Column widths for reports

Beneficial to be able to adjust at least the column widths when looking at the list of quotes and sales invoices

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

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