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Jobsheets

Dear Sirs, I have been using your software for just under a year. So far it proved to be an easy tool, however it lacks some capabilities, something that I would like to bring to your attention. We are electrical contractors and our aim is to go...
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Full system backup

Thre really should be a way of recovering a totally lost accounts system, I know it is hard to actually delete everything but the current emailed backup is pretty useless other than just about covering me for the very basic accounting records.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Date substitutions or CSV improvements

Unfortunately, the current automatic invoicing system is weak. While I am proficient in generating monthly invoices, the lack of auto-population for date and information fields is proving to be inefficient. Additionally, I have encountered issues ...
Ben wright about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Integrate Kashflow HR and Kashflow Payroll for employee details

Employee details and changes would be entered once in the organisation
Karen over 5 years ago in KashFlow HR 0

A report which produces a dividend voucher.

When I used FreeAgent there was a report which produced a simple dividend voucher, it was really useful. It was just one page of A4. It read: Dividend Declaration for [Company Name] Directors Meeting Held On: Directors Present: Held At:...
Guest almost 8 years ago in IRIS KashFlow / Other 2 Acknowledged

Functionality whereby more than one manager can be assigned to a client.

Please add a function whereby more than one manager can be assigned to a specific client. I work for a firm of accountants I have been tasked with overseeing the whole Kashflow system for the practice. As part of this I will be dealing with issues...
Guest about 8 years ago in IRIS KashFlow Connect / Your Account 5 Planned

Have "Batch Payment" button on Customer Screen

At the moment you can only post batch payments by going into the invoice screen. It would be smoother if you do it from the customer screen, as then you can see the outstanding invoices for that customer then post a payment against some of them.
Guest about 8 years ago in IRIS KashFlow / Customers 1 Acknowledged

Searching for Batch Payments

If you search for a batch payment it will not find this. Very annoying as if you are trying to audit an account and find this payment it is very difficult without having the ability to search for it. E.G if you pay 10 invoices totaling £150.02 and...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

The facility to do separate EC Sales lists online when your VAT quarters are different to the EC sales list quarters set of Jan-Mar etc

it's crazy that you can only submit a Kashflow online EC sales list if your accounts vat quarters are the same as the EC statutory quarters Jan-Mar etc. There is also no warning anywhere when you run the VAT quarter that an EC sales list is about ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Planned

Capacity to archive older Quotes, Invoices and Purchases

I would like the option to Archive older quotes, invoices and purchases so that they do not still show when I need to search for a particular entry. At the moment I have to scroll through years of entries to search for an item not listed in the cu...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 3 Part Released