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Grouping Customers Together

Would it be possible to set up groups for customers so that you can see what is outstanding for the group they belong to? My particular needs is that I run a school and I would like to be able to group students together in 'Courses' so that I know...
Guest almost 9 years ago in IRIS KashFlow / Customers 2 Acknowledged

Integrate with Transferwise

Transferwise is going to be an standard for international transactions, and transfers, exchanges, refunds, etc do the manual work with KashFlow very complicated.
Guest almost 9 years ago in IRIS KashFlow / Partner Apps 3 Acknowledged

Add Payroll items at system level

For the NHS pension I need an overtime at basic rate that is pensionable and an overtime at enhanced rate that is not pensionable and its not feasible to create this at payslip level everytime and I would like to be abel to add payslip items.
Guest over 1 year ago in KashFlow Payroll 0 New

RST API Knowledge base

Be really useful if there was a knowledge base for the REST API like there is for the SOAP API
Stephen Elliott over 1 year ago in IRIS KashFlow / Reports 0 New

No VAT Number on the customer statement

On the Statement, I don't want to display the VAT number. Is it possible to remove the VAT number on the Statement only? Now it looks like the VAT Number is for the customer.
Guest 10 months ago in IRIS KashFlow / Other 0 New

Add due date to aged creditors report

This would be useful to help us identify which creditors we need to pay in our payment run.
Guest over 1 year ago in IRIS KashFlow / Purchases 0 New

Merge 2 Client Accounts

We have 2 client accounts for 1 client. This has happened because user didn't check if client had an account before adding as a client. For data cleansing and analysis, this is a bit of a pain, producing data that is lacking for the client. It wou...
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

Function to sort Employees by surname

Most systems sort by surname and/or forename. More intuitive and also more useful for exporting data for analysis.
Guest over 6 years ago in KashFlow Payroll 0 Acknowledged

Reduce width of Invoice so that it fits screen without scrolling or reducing font size

In old Kashflow once you had selected Sales and Product Codes they were no longer displayed on the invoice - now they take up too much space and you have to scroll to see the whole line to include the total price. We can't reduce the screen size a...
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 1 New

VAT detailed report to show what was actually submitted to HMRC for that particular VAT Return

It would be very useful if the VAT detailed Reports actually showed the figures that were submitted to HMRC for that particular VAT Return period. Since the last update it has become apparent that the total figures for the boxes on the VAT detail...
Melanie Vaughan over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged