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Part numbers

I am a new user to Kashflow, after speaking to various people at Kashflow my understanding is that a part/sku number can only be shown in the "description" field if you want a part number to be shown on a quotation/invoice etc. Most systems I have...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

the 'pay now' button in automatic credit control reminder letters

the ability to set up 'pay now' within credit control reminder letters would be very useful. Currently it seems to be only available in invoices.
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Already exists

Default VAT rate on bank transactions

Ability to select a default VAT rate when manually entering bank (cash) transactions
Bobbie Brown about 2 years ago in IRIS KashFlow / Bank 0 New

Default VAT in the banking area

I find it annoying that despite setting the VAT for each code, when you add a transaction in the Bank area it shows the VAT as N/A. I think it should default to the VAT rate you have set up for that code.
Guest about 6 years ago in IRIS KashFlow / Bank 1 Acknowledged

VAT Destination Rules

As the EU has brought in destination VAT charging (which may or may not be adopted by the KashFlow user), it is imperative that a standard VAT rate can also be added to each customer, which defaults to the standard VAT rate for the customer's EU c...
Rich Mellor about 2 years ago in IRIS KashFlow / Customers 1 New

Customer Profile - VAT Registered / Based Option

In the customer profile, it is annoying to have to select the option for where a customer is VAT registered based (ie. home country, the EU, outside the EU etc). This should default to the country used for the billing address - as surely that is w...
Rich Mellor about 2 years ago in IRIS KashFlow / Customers 0 New

VAT Exception Reporting

With all of the changes to destination VAT charging etc, it is all too easy to make mistakes when editing invoices. An exception report would be good which looks at: a) Where the customer is not based in the home country (as per their Customer Pro...
Rich Mellor about 2 years ago in IRIS KashFlow / Reports 0 New

Remember Setting for Transactions - Time Period

When viewing a customer record, the time period on the Transactions view defaults to This Year. Around the new year, this is problematic, as you cannot view some transactions, unless you switch the time period to ALL. However, when you return to t...
Rich Mellor about 2 years ago in IRIS KashFlow / Customers 0 New

When default payment terms are changed in customer settings have an option to allow it to update all customers default terms as well.

When the default payment terms are changed in 'company details' have an option for it to update all existing customers default terms. This will save time as you will not need to click in to each individual customer to edit their terms. When creati...
Guest about 6 years ago in IRIS KashFlow Connect / Settings 0 New

Allow variable tax allowances in Mileage Module for more than one passenger

The new mileage module sets the mileage allowance at 45p per mile, as per HMRC rules. However, this only applies if there is only one person in the car. As a partnership we often (but not always) travel together, for which HMRC flows an extra 5p p...
Guest about 6 years ago in IRIS KashFlow / Other 0 Acknowledged