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KashFlow Ideas

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Show Stock on Balance Sheet

My P&L isn't always accurate because sometimes I've bought stock for later re-sale, thus my purchases are high without reflecting that stock levels have increased. My accountant also moans about the trial balance/balance sheet not showing stock!
Guest over 8 years ago in IRIS KashFlow / Uncategorised 6 Acknowledged

Unified Customer & Supplier Accounts

Sometimes I have clients who are also suppliers. Would it be possible to have a tick box in their details to be Customers as well as Suppliers to save putting the info in twice?
Guest over 8 years ago in IRIS KashFlow / Uncategorised 2 Will not implement

Paypal Imports - Assign payments

At the moment, when importing PayPal transactions you can create new invoices or assign payments received to existing invoices. However, when dealing with payments made by PayPal you can ONLY create new purchase invoices. You need to be able to as...
Rich Mellor 7 months ago in IRIS KashFlow / Purchases 1 New

Fix the broken Bank Reconciliation resulting from the new UI implementation

The new UI for bank reconciliation had resulted in the process taking twice as long as under the old UI The old UI would automatically save the items markd as reconcilled so I could return later and continue. The new UI requires I manually save wh...
Paul Jansen 7 months ago in IRIS KashFlow / Bank 0 New

Manage payments

We will need to take and make payments through Ebay Direct soon. We can not at the moment convert payments into invoices on the system (as you can with paypal, have been told this by your support team) We will have no choice soon but to change to ...
Guest almost 5 years ago in IRIS KashFlow / Payments 7 New

Kashflow Payroll - Intergration to Kashflow Accounts Improvement

In Kashflow Payroll you can set staff up to differing departments,which is ideal, however the automated data integration into KAshflow Accounts only allows for a single accounts code for the total of the payroll and ignores the Departmental analys...
Guest over 8 years ago in KashFlow Payroll 6 Acknowledged

Make Customer selection easier

In the Customer Section, arranged alphabetically, it would help if the 'Page 1/2/3' etc'. function for searching out other customers beginning with the same letter, was also at the top of the page as well as the bottom of the page. If we have a l...
Guest 8 months ago in IRIS KashFlow / Customers 1 New

Date Entering Shortcuts

Can date short cuts be introduced to save time when entering a number of invoices/payments? It can be quite time consuming having to enter the full date every time. Examples being: 4 - enters 4th of the current month 4/3 - enters 4th March of curr...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 5 Acknowledged

Linking Stock Products/Components for Sales Units

It would be great to be able to 'build' a sales unit out of individual stock items. Once a sale is recorded, the stock decreases in the component items, thus making the control of stock much more automated and the monitoring of GP much easier. Thi...
Guest over 8 years ago in IRIS KashFlow 0 Acknowledged

Draft payslips that can be sent to clients for approval prior to RTI filing/final payalsip production.

Can you provide draft payslips or a simple report that could be sent to clients to approve before finalising their actual payslip? As an outsourced payroll provider I like my clients to approve their payroll before I submit to HMRC and this would ...
Guest over 8 years ago in KashFlow Payroll 1 Planned