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Money owed balance

Hi There seems to be a slight issue with the 'money owed' line on the dashboard. The totals work out fine except it seems a couple of flaws- 1. It does not take into account unpaid VAT from the previous quarter it only seem to calculate what is sh...
Guest over 5 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

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...
Guest almost 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Batch bank payments not relating to purchase invoices

Please could you make it so that you can make batch bank payments, not just for the payments relating to supplier, but also for bank payments such as wages.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Update existing customer details using the Data Import facility?

At the moment if you want to update or add any information to an existing customer record it has to be done manually by going into each individual customer record. It would be much less time consuming if existing customer records could be updated ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Kashflow Payroll Information into bank transactions

Currently, the payroll information is only added into Kashflow as a journal but in order to reconcile my bank transactions I have to enter the wage figures as outgoing transactions manually each month. It would make sense that the wages informatio...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

Being able to see when i have sent a statement to a customer through Kashflow (like you can see when invoices have been sent on notes)

I have sent customers a statement through kashflow but once sent i cannot see that i have sent it? Is there a way to see this?When i send an invoice i can see the date that i have sent it on notes. I wondered if i can do a similar thing with state...
Rachel Walker about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Ability to auto CC and auto BCC with more than one email

I could do with the ability to auto CC or BCC more than one email address when I email an invoice - (I know I can auto BCC one email address but not more) I have to instruct packers, accounts and admin, so have to manually type in each time.. It's...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Would it be possible to add all invoices to one email rather than sending the customer multiple emails with just a single invoice on

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Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

General Notes on Dashboard

We think it would be a great (and simple to add) feature to have a simple notes/reminders section on the Dashboard. We know notes can be added against specific customers, but it would be great if a small section could be added on the dashboard whe...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

A calendar with reminder function so I can record important dates for my Kashflow account and key dates for my customers (e.g. annual review

It would be great if i could record financial related dates within a Kashflow Calendar. A lot of this data is elsewhere in other systems, but it would be useful to have a prompt within Kashflow. For example, I might be invoicing a client and see t...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged