Skip to Main Content
SUBMIT IDEA

My Ideas: IRIS KashFlow

Prior year comparative

Enable the profit and loss and balance sheet reports to show the prior year data side by side against the current year data.... as is required by law for financial statements filed at companies house
Guest over 1 year ago in IRIS KashFlow New

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 8 months ago in IRIS KashFlow / Bank New

Option to keep the old Dashboard

I have recently found it advantageous to switch back to the old dashboard, especially when there are issues with the new dashboard, which the new one does not suffer from. I have done this every time I have an issue with the bank on the new dashbo...
Frauke Golding over 1 year ago in IRIS KashFlow / Dashboard 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 8 months ago in IRIS KashFlow / Invoicing & Quotes 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 8 months ago in IRIS KashFlow / Invoicing & Quotes 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 2 years ago in IRIS KashFlow / Customers 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 8 months ago in IRIS KashFlow / Reports 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 8 months ago in IRIS KashFlow New

corperation tax return

Hi it would be extremely useful if we could generate a corporation tax return though Kashflow. It seams the would be easy to implement as all the info is already available on the system and would save companies considerable amounts of money in acc...
Guest over 1 year ago in IRIS KashFlow / Reports 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 9 months ago in IRIS KashFlow / Bank New