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1 Vote

Transaction locking

We often pay in advance for items. This is entered as a payment on account. When the supplier invoice arrives it may be after the bank and/or VAT have be reconciled and locked.At the moment it is not possible to allocate the advance payment withou...

Created 25 Jan 01:55pm by Nick

IRIS KashFlow / Purchases

0 New
2 Vote

Apply part amounts to payment on accounts

If say you had an amount pre paid by a customer of £6000. You post as a PA (creditors a/c) a month or so later, you raise the invoice but for only part of that amount £5500 - why cant you allocate this to the PA leaving the £500 o/s?? You can easi...

Created 5 Jan 02:51pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Gross P&L

To run a gross profit and loss inclusive of VAT, if a company is hoping to fall under the VAT threshold, the current P&L is shows net of VAT requiring manual calculations however some sale items are exempt which can get complicated, & if t...

Created 3 Jan 03:01pm by Guest

IRIS KashFlow / Reports

0 New
2 Vote

Delete uploaded transactions before they are imported

This would help as if there is a problem with uploaded transactions eg duplicates they can be deleted before importing. I know you can ignore them but this does not remove them and when you look at uploaded transactions to be imported they are alw...

Created 28 Dec 12:23pm by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Credit note should raise a different invoice number stream

When creating a credit note to write off bad debt, it creates a credit note with the next available invoice number. When I then raise an invoice from my booking system that is paired with KF, it can't raise the invoice because the next available n...

Created 11 Jan 04:44pm by Guest

IRIS KashFlow

0 New
1 Vote

Default VAT rate on bank transactions

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

Created 4 Jan 04:43pm by Bobbie Brown

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...

Created 3 Jan 11:33am by Rich Mellor

IRIS KashFlow / Customers

0 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...

Created 3 Jan 11:29am by Rich Mellor

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...

Created 3 Jan 11:26am by Rich Mellor

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...

Created 3 Jan 11:19am by Rich Mellor

IRIS KashFlow / Customers

0 New