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Default VAT rate on bank transactions

Ability to select a default VAT rate when manually entering bank (cash) transactions
Bobbie Brown almost 3 years ago in IRIS KashFlow / Bank 0 New

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 almost 3 years ago in IRIS KashFlow / Customers 1 New

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 almost 3 years ago in IRIS KashFlow / Customers 0 New

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 almost 3 years ago in IRIS KashFlow / Reports 0 New

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 almost 3 years ago in IRIS KashFlow / Customers 0 New

Vat rate on the bank transactions

When you create a transaction on the bank feed and select the nominal like wages or paye/ni payment etc would be ideal to see the vat amount or rate after this has been matched in order to double check your work. I find annoying that if I want to ...
Guest almost 6 years ago in IRIS KashFlow / Bank 0 New

add option for kashflow to automatically include the invoice number in the subject line for invoice emails

We need a way for the invoice email to be unique for each new invoice we send, as our clients tend to reply to their invoice email when they receive it. Email software (e.g. google mail) groups similar emails together as one conversation based on ...
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Add sales or purchase codes without breaking out of invoice entry

It would be useful if, when entering sales or purchase invoices, you were able to add new sales or purchase codes and products without having to disregard the invoice entry to set codes up and then having to start again with the invoice entry.
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Actually implement some of the great ideas suggested here.

The improvement I would like to see is that you actually implement some of the great ideas suggested by your user base. Your customers are suggesting really basic improvements for functions that you would expect should be included as a minimum but...
Guest almost 9 years ago in IRIS KashFlow / Other / Uncategorised 0 Already exists

Download Bank Statement

It would be helpful if I could download bank statement in a different format to csv. Its quite difficult to read, would be a lot easier in a pdf format.
Guest almost 6 years ago in IRIS KashFlow 0 Acknowledged