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Option to assign transactions to a project from a bank feed

Otherwise it doubles the work time required for both the client and ourselves
Guest about 6 years ago in IRIS KashFlow Connect / Other 0 New

Somebody needs to view this new design from an ergonomic point of view

The layout of the screen if flipping HUGE.... While I do wear glasses, I don't need everything to be so big... PLEASE, PLEASE, PLEASE provide a way for us to change the size of the fonts - the theme if you like - without having to resort to changi...
Gary Newbrook about 2 months ago in IRIS KashFlow 1 New

Stop the automated emails for repeat invoices

Please consider stopping the automated emails every month notifying me of the repeat invoices. They are the same every month (because they are repeat invoices!) so I do not need to be notified. This will avoid customers receiving unnecessary email...
Guest 5 months ago in IRIS KashFlow / Customers 0 New

Add 'Not VAT Registered' to Supplier Options Tab

We can now select the VAT rate for a supplier but 0% isn't correct for none VAT Reg businesses. This should an option you can select on this tab under the 'This Supplier is' Section
Simone Kidd 7 months ago in IRIS KashFlow / Suppliers 0 New

VAT return in new design

You can't access the VAT returns from the dashboard in the new design. If you go to taxes it only shows self-assessment so you have to click into reports or a page in the old format to get the old taxes tab back. The new design is not working and ...
Abbie Wells about 1 year ago in IRIS KashFlow / Dashboard 0 New

Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...
Rob Wheatley about 1 year ago in IRIS KashFlow / Customers 2 New

Create P11D reports alongside existing P60 and P45 reports. URGENT NEED FOR HMRC COMPLIANCE & EMPLOYEE REPORTS.

Create P11D benefit in kind reports alongside existing P60 and P45 reports. URGENT NEED FOR HMRC COMPLIANCE & EMPLOYEE REPORTS. Without this Kashflow Payroll is not fit for purpose as a payroll solution.
Dan Pascall over 1 year ago in KashFlow Payroll 0 New

Please revisit the new screen design

Attached are 2 screenshots showing an invoice being edited in the original interface and the same invoice in the new design. The original is very usable design with appropriate spacing for numerical values and description In the new style screen -...
Christina Spencer over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

2FA

Why is Kashflow not considering 2FA, via authenticator app. It doesn't make sense when so many provide such a service. Kashflow are being left behind.
Guest over 1 year ago in IRIS KashFlow / Customers 1 New

Have YTD figures on the dashboard comparing to last year YTD

On the dashboard, you can look at sales and costs YTD/ Month/ Accounting Period but this compares figures to last year for the WHOLE year. It is not a YTD comparison as it states. What I want to see on the dashboard is the current accounting perio...
Guest over 1 year ago in IRIS KashFlow / Dashboard 0 New