IRIS KashFlow

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Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...

Rob Wheatley about 1 year ago in IRIS KashFlow / Customers 2 New

3 VOTE

SETTING TRANSACTION DATES IN SALES AND PURCHASE ACCOUNTS

In the new version of Kashflow, the date in customer and supplier accounts defaults back to 01/01/2024 meaning no previous transactions can be seen. Not helpful when we're only on 04/01/2024! It would be helpful if I could set the default date mys...

Guest about 1 year ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Streamline add bank transaction

New add bank transaction is slower and less intuitive than the old version. Boxes don't highlight when tabbing in and search function is not intuitive you should be able to search and then press enter to select, also default VAT setting would be u...

Guest 4 months ago in IRIS KashFlow / Bank 0 New

1 VOTE

Client opt out facility on auto credit control

With auto credit control emails, rather than opting out certain individual invoices month after month, it would be beneficial if we could opt out certain clients who pay us by direct debit. Because their payments are collected at various points th...

Guest 4 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

22 VOTE

Purchase Invoices - Save and Create New

Save a purchase invoice and go straight to a new one without having to press the 'Create' button again.

Guest about 8 years ago in IRIS KashFlow / Uncategorised 7 Already exists

2 VOTE

RST API Knowledge base

Be really useful if there was a knowledge base for the REST API like there is for the SOAP API

Stephen Elliott 9 months ago in IRIS KashFlow / Reports 0 New

2 VOTE

Add due date to aged creditors report

This would be useful to help us identify which creditors we need to pay in our payment run.

Guest 9 months ago in IRIS KashFlow / Purchases 0 New

2 VOTE

Merge 2 Client Accounts

We have 2 client accounts for 1 client. This has happened because user didn't check if client had an account before adding as a client. For data cleansing and analysis, this is a bit of a pain, producing data that is lacking for the client. It wou...

Guest 9 months ago in IRIS KashFlow / Customers 0 New

2 VOTE

Reduce width of Invoice so that it fits screen without scrolling or reducing font size

In old Kashflow once you had selected Sales and Product Codes they were no longer displayed on the invoice - now they take up too much space and you have to scroll to see the whole line to include the total price. We can't reduce the screen size a...

Guest 9 months ago in IRIS KashFlow / Invoicing & Quotes 1 New

21 VOTE

Adjustments to VAT boxes

Currently Kashflow does not let you make any additional adjustments to individual VAT returns. A journal is not necessarily required as the accounts may already reflect any VAT correctly but this was not included in VAT returns. This is often the ...

Guest about 8 years ago in IRIS KashFlow / Other 8 Will not implement

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