IRIS KashFlow

Hi, Could you please look at improving the sales codes for changing prices. Currently have to scroll up and down through 500 codes looking for the right one, just to change the price. When you have a dozen to do - it could be an hour of a job. Thi...

Action; Integrate "Payit" (the open banking / natwest facility) into Kashflow. This will give Kashflow an active advantage over most of your competitors and improve the functionality and service you provide to your users.

Currently, the Notes column that appears on the activity report is always blank if you select "All Items" as opposed to "Only Paid Items". When reporting on all items, it would make sense to show either payment notes where they exist or the releva...

Very simple and small, but when you're flitting between multiple accounts, bank feeds, and reconciliations it does get confusing that money in and money out are in different columns. e.g on our bank feeds it is 'money in' in left hand column and '...

To be able to send invoices or quotes to individuals which are linked to a Head Office account, so that follow up e.g. monthly statements for all sites are sent to one central address in one document not multiple quotes & invoice attachments

It's vital customers are aware of T&Cs, anything longer than a few sentences won't fit on the current invoice. To add them as an attachment to the email with the invoice means that a customer can claim not to have seen them whereas if they're ...

At the moment if you do not want to run a sales ledger (eg you only have Till sales) and are accounting for income through a bank account any adjustment to reduce the income is coded as INPUT VAT instead of a reduction of OUTPUT VAT which means th...

Add a "View" button next to "Edit". This would (i) allow you to view details of an invoice not otherwise shown (eg job, product codes) without risk of changing anything accidentally and (ii) still work after the invoice is locked. Currently, if yo...

I have a regular recurring payment which I set up as per the KB article - https://www.kashflow.com/support/kb/repeat-purchases/ Although the purchase is dated (per the supplier invoice) on the 18th of every month, the payment is only made (by d...

i would like to be able to mark a project as a default project so when creating an invoice the project column will be filled automatically