My Ideas

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Automatic Charging Invoices With Saved Card Details (Stripe / Worldpay)

I know other software providers offer the ability to integrate with Stripe Automatic Payments or WorldPay Recurring Billing, where the payment provider themselves save the Card Details, then use these to automatically pay for the Invoice once this...

Guest over 7 years ago in IRIS KashFlow / Payments 2 Acknowledged

2 VOTE

Adding Column for assigned Job details on front of both the purchase orders and invoices as per my attachement

Adding Column for assigned Job details on front of both the purchase orders and invoices as per my attachement. Although you can search under jobs, this feature would enable a quick look when you receive purchase orders in as a quick look up feature.

Guest over 2 years ago in IRIS KashFlow / Purchases 0 Acknowledged

2 VOTE

Invoice CSV export

Missing functionality from Kashflow. There is no option to download a report based on invoices issued between a set date in CSV format. All other bookkeeping software is able to do this. Report should be downloadable directly from invoicing screen...

Guest over 2 years ago in IRIS KashFlow / Reports 0 Acknowledged

6 VOTE

API Integration with Stripe

For us, the API Kashflow has with Paypal is integral to our accounting and makes the whole process so much easier. With stripe becoming one of the worlds biggest platforms for processing card payments (hell, the 26 year old who started it is now i...

Guest almost 8 years ago in IRIS KashFlow / Payments 2 Acknowledged

5 VOTE

Bespoke reporting

Apart from many useful reports that you can run from Kashflow, it is possible to design and run your own bespoke reports to save time and productivity?

Guest over 6 years ago in IRIS KashFlow / Reports 2 Acknowledged

4 VOTE

Change the employee list

Option to change the employee list from alphabetical.

Guest about 5 years ago in KashFlow Payroll 0 Acknowledged

4 VOTE

VAT notifications for imminent submission date

There should be an alert or notification on the dashboard showing when the next VAT submission is due or an email alert when the submission date is close. HMRC stopped sending email alerts once they launched Making Tax Digital leaving this to the ...

Sharon Clampin over 5 years ago in IRIS KashFlow / Reports 1 Acknowledged

3 VOTE

Implementation of 2 Factor Authentication for logging in to view payslips

I spoke with Anneli on the support chat today and was told that currently 2FA is not an option when logging into Kashflow to see my payslips. Anneli also mentioned that this is currently not even on the development roadmap. In the current climate ...

Guest almost 4 years ago in KashFlow Payroll 8 Acknowledged

6 VOTE

Additional reporting at Project level

I have many projects set up on Kashflow, which are effectively sites that my client is currently developing (property developer). I can input the purchase invoices and allocate a project/site to each line, however it is then difficult to get this ...

Michelle Bennett almost 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

6 VOTE

Customer Statements - Add aged debt overview

It would be great if we could add an aged debt overview at the bottom of customer statements eg Month 1 spend, Month 2 spend etc (see attachment). That way customers can see on statements that they are overdue by 30+ days, 60+ days etc

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

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