My Ideas

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Format of invoices

In order to make invoices more easily understandable by customers where some elements attract VAT and others do not, or are 0%, it would be great if the columns in an invoice can be adjusted to suit the business in question.

Guest over 1 year ago in IRIS KashFlow / Customers 0 New

1 VOTE

EOT bonus

We require a bonus type to be added which is tax free but NICable - with companies which are employee owned, bonuses are tax free but subject to NI - we'll need this adding quite quickly if possible as we've had to override the tax last month whic...

Guest over 1 year ago in KashFlow Payroll 0 New

4 VOTE

Default VAT codes for bank transactions

So many bank transactions are Exempt or simply N/A for VAT purposes. Salaries, PAYE, Dividends/Drawings for example. It's frustrating that so many transactions require the VAT code to be changed to the N/A

Guest about 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

3 VOTE

Bank Reconciliation - Current Dates/Months on First Page

Can you switch the bank reconciliation date order to show the current months on the main page? Painful to have to look at old reconciliations first.

L Barker over 4 years ago in IRIS KashFlow / Bank 0 New

4 VOTE

Add more choices in the Status Field in Projects?

Projects are a great way to track the timeline but it would be much easer if you could have more than just Active, Completed and Archived. An open field selection where you could customize the Project status would be the best but adding a few more...

Guest about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

2 VOTE

Purchase Invoice: Give the option in settings to change the name of the document to "Purchase Order".

I would prefer just to have one category for Purchases not two i.e. Purchase Orders and Purchase Invoices. We prefer just using Purchase Invoice (category) but would like the option to rename the document Purchase Order

James about 3 years ago in IRIS KashFlow / Purchases 0 New

5 VOTE

On the dashboard the VAT summary should show the dates of the next return to be processed

The dashboard helps show clients the financial overview but unfortunately the VAT summary doesn't show the next VAT return period. We would all benefit from this happening.

Emma Ransom over 7 years ago in IRIS KashFlow / Dashboard 0 Planned

4 VOTE

Stop logging out automatically option - for companies without any security issues

No description provided

Guest about 6 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

4 VOTE

Ability to change purchase and sales codes

KashFlow have used MTD as a reason to withdraw the ability to change sales and purchase codes once a VAT return has been submitted. This restriction is not a current requirement under MTD and will create a huge burden in correcting incorrect entri...

Guest about 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

4 VOTE

Enabling the customisation of Statements

It isn't currently possible to customise customer statements in the same way that invoices are customisable. It would be useful to be able to add additional text boxes etc to the statements.

Gethin Davies about 6 years ago in IRIS KashFlow / Customers 1 Acknowledged

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