IRIS KashFlow

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Update all customer information pages at once before clicking "update details" button

Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to ...

A Liptrot over 1 year ago in IRIS KashFlow / Customers 0 New

4 VOTE

It would be useful if you could assign advance payments to suppliers or from customers through the bank feed without having to input purchase invoices or sales invoices first.

I work in an accountancy practice, bookkeeping for several clients. I often put transactions through the bank feed before receiving the relevant purchase or sales information from my clients. Bank transactions are processed as payments on account ...

Guest almost 3 years ago in IRIS KashFlow / Bank 0 New

2 VOTE

Include outstanding VAT liability on dashboard

The liability for VAT quarters just finished, for which returns are not yet done or paid, appears not to be included on the dashboard - only the amount for the current quarter. This can be a significant sum and should be included.

Christina Spencer over 1 year ago in IRIS KashFlow / Dashboard 0 New

3 VOTE

Gross P&L

To run a gross profit and loss inclusive of VAT, if a company is hoping to fall under the VAT threshold, the current P&L is shows net of VAT requiring manual calculations however some sale items are exempt which can get complicated, & if t...

Guest about 2 years ago in IRIS KashFlow / Reports 0 New

1 VOTE

Ability to have more than one delivery address on a customer account

I think it would be very useful to have the ability to input multiple delivery addresses on a customer account. We currently have a number of customers with numerous delivery points and have to changeevery time we send to a different location. We ...

donna scotting 9 months ago in IRIS KashFlow / Customers 0 New

1 VOTE

Addition of vendor number on invoices

We are frequently being asked to add our vendor number to invoices along with the purchase order. This would be a helpful addition

Guest 9 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Allow an admin to get access to create invoices but not to see anything else.

It would be great if a company can add an admin to the account but the admin to only have access to create new invoices per customer but not to have access to see any historic data or historic inoice amounts etc.

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

1 VOTE

Report to see all details of each transaction

I have found a report which shows all transactions for each Sales Code which includes: date, invoice no., customer details, cust ref, product code, qty, rate, total and description. I haven't found a report to get the same information for purchase...

Guest 10 months ago in IRIS KashFlow / Reports 0 New

1 VOTE

Menu search function

I've just confirmed with KashFlow support team that when looking for a transaction code (given by KashFlow) that belongs to a Quick Expense, that appears as "not found". Same for Quotes. It would be ideal if all Kashflow transactions (KH12345 form...

Guest 10 months ago in IRIS KashFlow / Other 0 New

4 VOTE

Remove Country from address

Having United Kingdom at the bottom of customer address looks ridiculas and un-professional. When was the last time you received a letter with your country on the bottom of you address!!! It makes it look like it's been sent from abroad, which is ...

Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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