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Guest over 5 years ago in IRIS KashFlow / Other 0 Acknowledged

Additional Voluntary Contributions (AVCs) should pull through onto the GP1 report

When an NHS employee elects to top up their pension using AVC there is a facility to add that to their payslip but the figures don't pull through onto the monthly GP1 report which is submitted to NHS pension so the figures have to be added manuall...
Guest over 5 years ago in KashFlow Payroll 0 Acknowledged

Turnover Reports for period shown by month

Would like Income by Customer (and expenditure by Supplier) report to be able to show values by month ie. if you select a period of 1/4/21 - 31/3/22 that it would show as below:- Customer Name Apr21 May21 Jun21 Jul21 Aug21 Sep21 Oct21 Nov21 Dec21 ...
Guest almost 3 years ago in IRIS KashFlow / Customers 0 New

Assign single payment (merchant card terminal) to multiple invoices

It would be useful when allocating a bank payment to then be able to select multiple invoices from the drop down menu. We get a single payment for all card transactions on a single day and at the moment we have to allocate the whole payment to one...
Guest over 5 years ago in IRIS KashFlow / Payments 0 Planned

Credits should show discount

If a credit is applied to an account, then saved for use later against a debit entry, any applicable discount is not shown which means one has to remove the credit which brings back the discount and then re-enter the credit which is a pretty poor ...
Jon Izbel almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

To add search function by sales type.

sometimes I want to show the accumulative sum of invoices issued by sales type. For instance we have 3 main types of sales - one is 3Duk, the other is 3dUS and architecture. If I want to know what the total productivity is for Architecture project...
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

I’d like to be able to select the image that I use for the paid stamp on my invoices

Hi I’d like to be able to select the image that I use for the paid stamp on my invoices; in much the same way I that can choose the image that I use for my logo at the top of the invoice. I’ve had clients and other Kashflow users suggest that th...
Alan Morton over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Kashflow Go app - ability to add purchase invoice, not just quick expense

Kashflow Go app - ability to add purchase invoice, not just quick expense, so you can add the purchase invoice number as well then.
Heulwen Thomas almost 3 years ago in IRIS KashFlow / Mobile Apps 0 New

Reporting using additional purchase extra ref field or custom customer field

Kashflow has the ability to add extra reference fields for purchased or custom customer fields but no reports not even the audit trail details these references, nowhere can i see where you then see these reference fields again, what is the point i...
Louisa over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

User access type - add / edit / delete

Currently, you can only select user roles, which have either no access, or full access to certain areas. It would be very useful if one can also determine the type of access they have. This could be: full view-only edit/add (no delete) It would be...
Guest almost 3 years ago in IRIS KashFlow / Other 0 New