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Automate Bank Reconciliation

Compared to Xero, the Bank Reconciliation feature in Kashflow is very clunky. In Xero it automatically matches entries on the bank feed with what it thinks are matching invoices and purchase invoices and allows you to OK each one, or create a new ...
Rich Mellor 5 months ago in IRIS KashFlow / Bank 0 New

BUG: Issues with Editing existing invoices

Has anyone else noticed that sometimes when editing invoices, the lines are deleted - I sometimes have to refresh the page several times to see them. Also, when adding new lines or moving them, the product name sometimes goes blank. Even worse is ...
Rich Mellor 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Starter Pack - Allow Custom Email Templates

Myself and my wife both use Kashflow for our self-employed businesses. I have the Business package, but my wife only uses the Starter package at the moment. I was surprised that she cannot edit the email templates for sending invoices - there is s...
Rich Mellor 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to Import Mileage Records via CSV

Currently, KashFlow allows users to export mileage data to CSV, which is great for reporting. However, there’s no option to import mileage records via CSV, making it very time-consuming to log regular or historic trips manually, especially for sel...
Guest 6 months ago in IRIS KashFlow / Reports 0 New

Add Allica Bank to list bank feeds

Please consider adding Allica Bank to the Yapily bank feeds. Allica Bank offers free business banking for small businesses, so with the recently announced withdrawal by Santander of their free business banking product, I can see more small busines...
NKB 6 months ago in IRIS KashFlow 0 New

Remove the Overview screen for users.

Remove the option for basic or other managers to view the overview screen on customers and suppliers.
Callum Goldthorpe 6 months ago in IRIS KashFlow 0 New

Allow red on invoices for changes

It would be good to have an option to print details in red at the bottom of a customer invoice. This would be very useful when there has been a change in bank details.
S Telling 6 months ago in IRIS KashFlow 0 New

Let bank feeds be more than 90 days

Let bank feeds be more than 90 days, when a bookkeeper or accountant does work for a client it could be more than 90 days before they can have time to deal with bank feed transactions. It seems counterproductive that you have to import via csv any...
Guest 6 months ago in IRIS KashFlow / Bank 0 New

Automated invoice enhancement

Currently use the copy function for generating invoices - due to the fact clients like the month which the invoice is referring too, written in the purchase order section, i.e. July 2025, August 2025 etc Even though the invoices have dates generat...
Guest 6 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Personal tax return submission

Facility for sole traders to submit their personal tax return to HMRC. As MTD for income tax would need to be submitted to HMRC I would think that SA tax returns would be an extension of that development?
Guest 6 months ago in IRIS KashFlow / Other 0 New