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Download invoices by paid date

When doing a VAT return it would be very easy if i could select 2 dates and have it download all invoices (as pdfs or one spreadsheet format) that have been marked as paid within those dates.
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

Have a one off login for different companies

I'm trying to claim lost of earnings and the solicitor are not believing me. So it would be a good idea to let them see what i have invoice clients for that period.
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Default VAT in the banking area

I find it annoying that despite setting the VAT for each code, when you add a transaction in the Bank area it shows the VAT as N/A. I think it should default to the VAT rate you have set up for that code.
Guest almost 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

Introduce Credit Limits for Customers

Credit limits for customers would give an early warning to credit limits being reached and would aid credit control
Guest over 4 years ago in IRIS KashFlow / Customers 0 Planned

When default payment terms are changed in customer settings have an option to allow it to update all customers default terms as well.

When the default payment terms are changed in 'company details' have an option for it to update all existing customers default terms. This will save time as you will not need to click in to each individual customer to edit their terms. When creati...
Guest about 7 years ago in IRIS KashFlow Connect / Settings 0 New

Automatic download of PAYE code changes and notices

Having recently moved from Sage payroll and set up Kashflow Payroll, it is disappointing to find out that you cannot download and import PAYE coding notices directly from HMRC. Once again you do not discover the limitations of software until you h...
Guest over 4 years ago in KashFlow Payroll 0 Acknowledged

Allow variable tax allowances in Mileage Module for more than one passenger

The new mileage module sets the mileage allowance at 45p per mile, as per HMRC rules. However, this only applies if there is only one person in the car. As a partnership we often (but not always) travel together, for which HMRC flows an extra 5p p...
Guest about 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Trigger for employees turning 23

In view of NLW now relevant for 23 years and above, triggers for when employees are approaching key/milestone birthdays would be very helpful.
Bev English over 4 years ago in KashFlow Payroll 1 Acknowledged

Opening and Closing stock figures

There should be a feature in Kashflow to record opening and closing stock levels, for an accounting period, e.g. a year, a month, or whatever is required. The P & L report is not accurate if account is not taken of increases and decreases in s...
Guest over 4 years ago in IRIS KashFlow / Reports 1 New

Addition Information for UK Export Information

All UK Exports now require additional information which is currently missing from current layouts on Kashflow: It would be great to have these default on all non-UK orders to streamline to process price, method of payment, currency and any discoun...
Adam Pearson over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New