IRIS KashFlow

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import unmatched transactions into suspense account

All bank transactions have to be imported so why not get them in place with one upload? missing purchase orders can then be set up. Match does not appear to know about repeat purchases either

Guest 7 months ago in IRIS KashFlow / Bank 0 New

15 VOTE

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 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

2 VOTE

VAT Return - Marking a return as paid Function Improvement

When marking a VAT return as "Paid", Kashflow should prompt to create a bank transaction like the process in "Sales Invoices" and "Purchase Invoices". The comment field should make reference to the VAT period. This removes the requirement to creat...

Anonymous about 1 year ago in IRIS KashFlow / Reports 0 Acknowledged

3 VOTE

2FA

Why is Kashflow not considering 2FA, via authenticator app. It doesn't make sense when so many provide such a service. Kashflow are being left behind.

Guest over 1 year ago in IRIS KashFlow / Customers 1 New

1 VOTE

Streamline add bank transaction

New add bank transaction is slower and less intuitive than the old version. Boxes don't highlight when tabbing in and search function is not intuitive you should be able to search and then press enter to select, also default VAT setting would be u...

Guest 7 months ago in IRIS KashFlow / Bank 0 New

1 VOTE

Client opt out facility on auto credit control

With auto credit control emails, rather than opting out certain individual invoices month after month, it would be beneficial if we could opt out certain clients who pay us by direct debit. Because their payments are collected at various points th...

Guest 7 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Add PURCHASE ORDER field to email templates

I can pull over #INVNUM# to bring over the invoice number, please can you add #INVPO# to bring over the text from the Purchase Order field so I can include it in the SUBJECT LINE of the email. This would be super handy and stop me having to do it ...

Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

3 VOTE

Have YTD figures on the dashboard comparing to last year YTD

On the dashboard, you can look at sales and costs YTD/ Month/ Accounting Period but this compares figures to last year for the WHOLE year. It is not a YTD comparison as it states. What I want to see on the dashboard is the current accounting perio...

Guest over 1 year ago in IRIS KashFlow / Dashboard 0 New

1 VOTE

Relevant TB reporting

Where a client is registered for flat rate VAT, rather than provide a standard TB, provide one that actually gives the figures that go into the accounts without having to jump through hoops to derive gross turnover etc.

Guest 7 months ago in IRIS KashFlow / Reports 0 New

1 VOTE

Allow direct posting to customer from bank feed

My issue relates to bank feed transactions that need to be allocated to a customer account WITHOUT creating a sales invoice. A lot of my clients pay me by standing order so they get posted to their account as received as “advance payments on accou...

Paul Connon 7 months ago in IRIS KashFlow / Bank 0 New

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