IRIS KashFlow

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...

When you create a transaction on the bank feed and select the nominal like wages or paye/ni payment etc would be ideal to see the vat amount or rate after this has been matched in order to double check your work. I find annoying that if I want to ...

We need a way for the invoice email to be unique for each new invoice we send, as our clients tend to reply to their invoice email when they receive it. Email software (e.g. google mail) groups similar emails together as one conversation based on ...

It would be useful if, when entering sales or purchase invoices, you were able to add new sales or purchase codes and products without having to disregard the invoice entry to set codes up and then having to start again with the invoice entry.

The improvement I would like to see is that you actually implement some of the great ideas suggested by your user base. Your customers are suggesting really basic improvements for functions that you would expect should be included as a minimum but...

It would be helpful if I could download bank statement in a different format to csv. Its quite difficult to read, would be a lot easier in a pdf format.

I would like to see more options for how date substitutions are displayed e.g. Long dates or short datesYou can only use %m to display for example JanuaryI would like to see something like in Excel where you can chose a format, something like %m =...

Each payment has a tab for files, however there is no way to directly upload a file to KashFlow, and not everyone is comfortable or able to use dropbox to link such files. It would be appreciated to be able to upload a PDF of an original invoice w...

At the year end its best to check all the invoices in kashflow in a report to check if the Correct VAT is charged and Net and Gross values of all the invoices

Currently have to go through individual folders in the App folder in Dropbox, rather than where invoices need to be.