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Change the VAT reports back to how they used to be - new ones are rubbish

The VAT detail report no longer shows the net amounts next to the VAT amounts for boxes 1 & 4... after downloading the detail to review the calc & ensure kashflow is correct - which it isn't always I would like to point out... - I can't ev...
Guest about 7 years ago in IRIS KashFlow / Reports 9

enable transaction category searching of bank accounts

It would be useful if on the bank account transactions listing, you could sort by category (e.g. bank charges) within a date range. There is a workaround - running a P&L report shows the categories, and the total is 'clickable', so this brings...
Steve Bower about 1 year ago in IRIS KashFlow / Bank 0 New

Next / previous invoice

When navigating, editing and updating invoices it would be incredibly useful to have "next" and "previous" buttons on the individual invoice screen. This would circumvent the need to return to the main invoices list between each edit.
Guest about 9 years ago in IRIS KashFlow / Uncategorised 1 Already exists

Payment due dates on statements

Currently, customer statements do not show the payment due date for each invoice listed. They only show the invoice date. Customers may assume payment dates are 30 days from the invoice date shown on the statement. For us, and many other businesse...
Guest about 1 year ago in IRIS KashFlow / Payments 0 New

Prior year comparative

Enable the profit and loss and balance sheet reports to show the prior year data side by side against the current year data.... as is required by law for financial statements filed at companies house
Guest over 1 year ago in IRIS KashFlow 0 New

Automate Bank Reconciliation

Compared to Xero, the Bank Reconciliation feature in Kashflow is very clunky. In Xero it automatically matches entries on the bank feed with what it thinks are matching invoices and purchase invoices and allows you to OK each one, or create a new ...
Rich Mellor 8 months ago in IRIS KashFlow / Bank 0 New

Option to keep the old Dashboard

I have recently found it advantageous to switch back to the old dashboard, especially when there are issues with the new dashboard, which the new one does not suffer from. I have done this every time I have an issue with the bank on the new dashbo...
Frauke Golding over 1 year ago in IRIS KashFlow / Dashboard 0 New

BUG: Issues with Editing existing invoices

Has anyone else noticed that sometimes when editing invoices, the lines are deleted - I sometimes have to refresh the page several times to see them. Also, when adding new lines or moving them, the product name sometimes goes blank. Even worse is ...
Rich Mellor 8 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Starter Pack - Allow Custom Email Templates

Myself and my wife both use Kashflow for our self-employed businesses. I have the Business package, but my wife only uses the Starter package at the moment. I was surprised that she cannot edit the email templates for sending invoices - there is s...
Rich Mellor 8 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Microsoft OneDrive Integration

Much like the current DropBox integration but with Microsoft OneDrive, plus a nice way of moving from one to the other would be nice...
Guest about 9 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged