IRIS KashFlow

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Add 'Last Quarter' button to bank transaction view

As a small business owner I'm always doing my vat return during the month after the end of the quarter. Therefore I thought it would be useful to have a button when viewing my bank account transactions that is for 'last quarter' - there's a button...

Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Show Custom Customer Fields on the main Customer Profile tab

Would it be possible for you to move / show the Custom Customer Fields (https://app.kashflow.com/customer_customFields.asp?custid=-1) on to the main profile page, once they have been defined? For example, if I create a custom field called "Company...

Guest over 5 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

1 VOTE

Enable option to us same reference for quotations and invoices do avoid duplicate references.

Will avoid duplicating reference numbers for quotations and invoice.

Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

integration with Senta please!

QBO, Freeagent and Xero are all integrated with Accountancy Manage and Senta now. KashFlow is not which is a gap in your offering. Please integrate with Senta as a priority!

Guest over 5 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

1 VOTE

Data download for large follow up campaign

Hi there, I was looking for a way to download customer data for those customers who have quotes. When we finish a job we turn the quote into an invoice so the quote disappears from the list of quotes. It would be good to be able to download custo...

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Typo in Taxes, View Return Detail > Details

https://app.kashflow.com/#taxes When clicking the small arrow, it reads "View Return Detail" in the menu but should be "View Return Details". The page it's linked to is also titled correctly "VAT Return Details".

Guest over 5 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

Bulk import Expenses on a CSV file

I am new to Kashflow and our buisness runs on a very basic level. We have been forced into using accounting software due to the new MTD requirement imposed by the HMRC. We presently collect expenses information using a basic Excel format which inc...

Guest over 5 years ago in IRIS KashFlow / Purchases 0 Acknowledged

1 VOTE

Detailed VAT returns - Correct the Box 6 description for submissions made under the fixed rate VAT scheme

The figures being provided in VAT submissions under the fixed rate scheme are correct, but the label on the report for Box 6 is incorrect. The label for Box 6 says that it contains the “Total value of sales and all outputs excluding VAT”, but th...

Guest over 5 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

Add Additional user access rights - permit more than one user as Master Admin to add additional users

As an accountancy practice we create KashFlow accounts for our customers via KashFlow connect, and as such have Master Admin rights. The issue is that we become the only user with admin rights able to add additional users rather than the client. ...

Guest over 5 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

CAN WE PLEASE TAKE OFF THE 'PURCHASE ORDER' ON THE MAIN INVOICE UNDER WHERE IT SAYS INV NO, DATE,DUE DATE, ACC?

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Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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