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Ability to add HTML Links to invoice notes section

Ability to add HTML links to the internal invoice notes like: <a href="pageurlhere" target="_blank">URL</a> Currently it just outputs as plain text.
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Data Import - Import CSV Files using Kashflow Connect credentials

We are unable to import data (CSV's) via the Settings > Import Data function using our Kashflow Connect credentials, we are required to obtain and enter our client's Kashflow username and password. It would be good for accountants to have the s...
Guest over 6 years ago in IRIS KashFlow Connect / Settings 0 New

Aged debtors/creditors Report to show the VAT on the outstanding amount as this helps when preparing accounts for a client that is on VAT cash basis

Useful as accounts are prepared on accrual basis and VAT on cash basis if chosen. Accountants will benefit when preparing accounts when client has done the bookkeeping.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Read Only Access to Specific Users

would be great if the main KF user can give READ ONLY access to a specific user.
Guest over 8 years ago in IRIS KashFlow / Other 0 Acknowledged

P&L nominal activity

There should be an option where you can just run either all profit and loss nominal codes or balance sheet codes. But you have to tick through all nominal codes manually to do this.
Ashley Smith over 6 years ago in IRIS KashFlow Connect / Reporting 0 New

The manangement reports in IRIS Insight are only monthly can we have the option to run this on a quartley basis inline with the Cashfloe forecast

Client has requested this and when reviewing this each moth ia a seperate report
Guest over 6 years ago in IRIS KashFlow Connect / IRIS Insight 0 New

When running a nominal ledger report, please could you include an option to exclude nominal codes with no transactions, and could you exclude archived nominal codes from the nominal ledger report.

At present, nominal reports include all nominal codes (unless the user goes through the list and selects or de-selects the codes one by one), so the report has several lines (or even pages) of codes with zero opening and closing balances and no tr...
Guest about 2 years ago in IRIS KashFlow / Reports 0 New

IOSS Destination VAT Reporting

Having signed up (reluctantly) to IOSS non-union scheme for IOSS reporting, we have to report each month on sales to each EU country and VAT collected on behalf of that country. There need to be additional reports added to Kashflow to help with th...
Rich Mellor about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Changing to accounting period (2023/2024)

As HMRC are now forcing all self-employed persons to adopt an accounting year end between 31st March and 5th April, this means that a lot of older businesses need to extend their accounts period for the year ending 2023-2024. We need some more hel...
Rich Mellor about 2 years ago in IRIS KashFlow / Reports 0 New

Globally change the ticked boxes on purchase codes and sales codes - EC sales and purchases and remove them as a default

Currently the sales and purchase codes automatically have ticked the (Include in box 8 and on EC Sales List) and for purchases (include as EC Purchases of products). Obviously some sales codes are services and not goods and even more so for purcha...
Guest over 6 years ago in IRIS KashFlow Connect 1 New