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Connect Kashflow Payroll directly to Pension Provider

I have recently undertaken a new employment using Kashflow Payroll, and the accountant before me was manually entering all pension information from Kashflow on to Nest. There has to be an easier way to upload information to our pension provider th...
Guest almost 4 years ago in KashFlow Payroll 0 New

Have a setting for 'Direct Debit' payments

Currently I have to choose 'Other' every time I make a payment by Direct Debit and then have to type in 'Direct Debit - it adds to the time of inputting and puts me off recommending Kashflow to anyone as I am sure there are software packages out t...
Guest almost 8 years ago in IRIS KashFlow / Payments 0 Already exists

A Report to account for Paypal charges

Paypal transactions can be imported fine, with the fees. But we can't find out how much they all add up to with a Report. They get assigned a bank code so it should be quite straightforward, all the best Ash
Ash Pearson about 4 years ago in IRIS KashFlow / Reports 0 New

Additional Column headings

It would be very useful to add additional column headings in the invoice template. Currently all you have is Qty, Description, Rate and total. I need to add further details like product names or codes to be included on the invoice.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Stop Kashflow reverting to another company when more than one browser is open

When logged into one company, we then open another company to do some work (ie two companies open at one time), the first company reverts to the second one which gets confusing, not to mention problematic. Can Kashflow maintain the integrity of th...
Guest about 8 years ago in IRIS KashFlow Connect / Clients 1 Will not implement

To remove product column on sales invoices

A lot of clients using KashFlow do not sell specific products. Having the option to either show the product column or to hide it would be useful.
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Improve Handling of Accented Characters

Whilst the Kashflow PayPal App seems to handle importing customers names with accented characters and correctly creates an invoice with address details of say: "Pedro Jesús de Benito " in the customer details view, I see Pedro Jesús de Be...
Rich Mellor about 8 years ago in IRIS KashFlow / Customers 2 Will not implement

Add time and a third overtime to time selection

I have several employees on this rate and it would be of great benefit to me if all I had to do was select it - as of now it has to be done manually. Please add this in.
Guest about 4 years ago in KashFlow Payroll 1 Acknowledged

Duplicate imports

When importing sales invoices from clients system, if an invoice number is duplicated the system just renumbers, this is not useful, it needs a flag to say there are duplicates, or a report at the end to say the following have been renumbered by t...
Guest about 8 years ago in IRIS KashFlow / Other 1 Will not implement

Automatically changed quotes to expired when expiry date is reached

It would be really helpful, rather than having to manually change their status, also if it could alert you to when it is due to expire for example a couple of days before - this would help managing client quotes and altering when to follow up or c...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged