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KashFlow Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

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Match the functionality of the app with that of the desktop version

more and more people, especially small businesses and sole traders use mobile devices. Being able to do everything on the app that we can do on the desktop version would make using Kashflow even better.
Guest over 7 years ago in IRIS KashFlow / Mobile Apps 0 Acknowledged

To be able to view past sent statements

i am unable to view statements tht have been sent. I can only view a notes saying its been sent and the time not the actual statement.
Anonymous about 1 year ago in IRIS KashFlow / Customers 0 New

Snap Expense Receipts

It would be great to be able to take photo snaps of expense/purchase receipts and then Kashflow would sort them out automatically into the correct tax categories. It would make VAT a doddle!! I have seen a few accounting solutions already offering...
Guest about 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Drag and drop file attachment

I would like to attach invoices to my purchases in Kashflow so that I can do away with the mounting paper files. I have a Dropbox account, but the current process seems very clunky. My invoices are typically received as an email attachment and I w...
Guest almost 5 years ago in IRIS KashFlow / Purchases 1 New

Unintegrated Bank account for USD

Due to changing world of unstable currencies I have been left with no alternative but to trade internationally in USD which includes me opening a USD bank account. My main business is still here in the UK but as a small sme I am unable to continue...
Guest over 2 years ago in IRIS KashFlow / Bank 1 New

When creating a new rule within the Bank Feed area, allow a Project to be added to a Purchases Invoice and Expense

Currently when I add a new rule to the Bank Feed to add a purchase invoice to a supplier record or an expense, there is no facility to add a Project to it. I then have to go into each purchase invoice that has been created by the rule and manually...
Michelle Bennett almost 4 years ago in IRIS KashFlow / Bank 0 New

Include 'send statements' check box on Profile

This would be useful so it works in harmony with the new 'schedule statements' tab rather than all contacts receiving statements
Guest over 1 year ago in IRIS KashFlow 0 New

Archive clients

We would find it useful to be able to archive clients that are no longer using Kashflow. We would still have access to the data and continue to use a credit to keep them on our system but not have them on our client list. This would be useful for ...
Guest over 1 year ago in IRIS KashFlow Connect / Clients 0 New

Payroll report for Audit showing total cost including Ers NI

Every year Auditors ask to see a reconciliation of the payroll to the total cost. The cross tab report almost works in summarising the payroll (there are errors in the report) But in order to show the total cost by month and by employee, Employers...
Guest over 2 years ago in KashFlow Payroll 0 New

CIS summary for each individual sub-contractor

At the end of every tax year each sub-contractor wants a summary of all CIS paid in that year. I can only get a report from Kashflow showing EVERY sub-contractor that has worked for us, so this is very time consuming. It would be great if we could...
Guest about 5 years ago in IRIS KashFlow / Reports 0 New