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My Ideas: Other

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Show invoice balances when using the search function

At the moment, when the search function is used it comes up with a list of invoices, the date and the customer. If you want to see if the balance has been paid you have to click on each invoice individually. It would be really helpful if this info...
Guest almost 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Budget

I would like to create a monthly budget in Kashflow to compare to the actuals. ie. Bud. Act. Var. Budgeting is fundamental to any business and should be really easy to implement into the software.
Guest almost 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Add a cost price option for products

I buy products from a factory at cost price, sell to retailers at wholesale price and direct to consumers at a retail price. Therefore I need 3 prices for each product. I'm sure loads of other product based businesses are also in the same boat.
Guest about 7 years ago in IRIS KashFlow / Other 1 Acknowledged

Make all the search functions search in the same way

Depending on the search box you use, there are different rules which govern each. For example in some you may input the second part of a customers name (eg Smith) but the search box needs the beginning of the name (which you may not recall off han...
Rob Smith about 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Accountants access to be able to amend data even when lock dates are set up

Once the lock date applies, it would be useful if the client was unable to enter data or amend data before the lock date but the accountant can access and amend data, submit journals even when the lock date stops clients from doing so. I have foun...
Emma Ransom over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Sub Categories for Products

It would be good to have extra sub categories for each product. At the moment you can select the stock level and auto-enter details but nothing allows you to add products into categories. We are a company that produce many products within each sal...
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

I have more than one account with Kashflow and am always moving from one to another. Would it be possible to have different colour texts or something different so that I know immediatley what account I am on. At present you can only tell by the side bar. I do go merrily along entering data into the wrong account at times which is more than annoying!

Would benefit multiple users
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

date substitution options

I would like to see more options for how date substitutions are displayed e.g. Long dates or short datesYou can only use %m to display for example JanuaryI would like to see something like in Excel where you can chose a format, something like %m =...
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

VAT partial exemption percentage

Under partial exemption rules we are only able to reclaim a percentage of our input VAT. At present Kashlow does not include an option for us to do this. It would be good to be able to set our percentage in VAT settings and this then produce the c...
Mark about 8 years ago in IRIS KashFlow / Other 1 Acknowledged

the facility to file year end accounts to companies house and companies tax return to hmrc

the facility to file year end accounts to companies house and companies tax return to hmrc
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged