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Anna Money bank feed

Anna Money (https://anna.money/) is missing as a bank feed, this would be very helpful for customers who use Anna as their bank.

Guest about 3 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

Have the option to change due date with invoice date

When creating an invoice, if the invoice date is later changed, it would be helpful to have an option so that the due date automatically changes with it to reflect the payment terms. e.g. if an invoice was dated 01/01/2022 and the payment terms we...

Guest about 3 years ago in IRIS KashFlow Connect / Settings 0 New

1 VOTE

Ulster Bank Business UK bank feed

All other Ulster Bank accounts (UK and ROI) are included in the bank feeds - business would surely benefit from being included in this

Guest about 3 years ago in IRIS KashFlow / Bank 0 New

2 VOTE

Create document processing status at dashboard-level (IRIS Snap Portal)

Scenario: When an accountant sends pdf documents (Say a pdf doc had 100 pages) for digitization, team processes them in batches. Pages requiring clarification are kept separately (unprocessed) for discussion with the accountant. As-Is: Currently a...

Guest about 6 years ago in IRIS KashFlow Connect / IRIS Snap 0 Acknowledged

2 VOTE

Ability to analise all project relaed costs

We have created a project and require to keep track of the total expenditure on this project. However, currently the system only calculates the project expenditure that has gone through the purchase ledger. Project purchases that are analysed dire...

Guest about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

1 VOTE

I need to delegate users where they are not able to see the Reports which contains the P&L etc.

To maintain confidentiality.

Guest about 3 years ago in IRIS KashFlow / Reports 1 New

2 VOTE

Add a Comment Box when matching from bank feeds

There is no option to add a comment when matching transactions from bank feeds into Kashflow. So if the bank payment reference is just a cheque number, then this is all that will show once the transaction is matched into Kashflow bank.

Guest about 6 years ago in IRIS KashFlow / Bank 0

2 VOTE

Ability to set a number of discount percentages for customers.

Some businesses offer a range of discount percentages, maybe a step-up discount scheme where a discount is 2% for orders over £100 and 4% for orders over £200 etc. It would be useful if a user were able to select a discount percentage while creat...

Gethin Davies about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Fully fetailed profit @ loss showing each lind item fif sll eentries as possibld with quickbooks

able fully see all entries making up p&l

Guest about 6 years ago in IRIS KashFlow 0 Acknowledged

2 VOTE

Statement adds all outstanding Invoices automatically

When you send a statement, people sometimes respond saying that they have not received the invoice.

Ayshea Hay about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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