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KashFlow Ideas

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Merge 2 Client Accounts

We have 2 client accounts for 1 client. This has happened because user didn't check if client had an account before adding as a client. For data cleansing and analysis, this is a bit of a pain, producing data that is lacking for the client. It wou...
Guest 12 months ago in IRIS KashFlow / Customers 0 New

Separate theme

Set up another theme just for quotes
Guest 6 months ago in IRIS KashFlow / Dashboard 0 New

Develop self assessment submissions to HMRC from the S A tab

With MTD becoming compulsory, this feature would be useful for anyone who is self-employed and a sole trader. Developments would have to be made for Partnerships, as in my case.
Guest 6 months ago in IRIS KashFlow / Other 0 New

Reduce width of Invoice so that it fits screen without scrolling or reducing font size

In old Kashflow once you had selected Sales and Product Codes they were no longer displayed on the invoice - now they take up too much space and you have to scroll to see the whole line to include the total price. We can't reduce the screen size a...
Guest 12 months ago in IRIS KashFlow / Invoicing & Quotes 1 New

Create P11D reports alongside existing P60 and P45 reports. URGENT NEED FOR HMRC COMPLIANCE & EMPLOYEE REPORTS.

Create P11D benefit in kind reports alongside existing P60 and P45 reports. URGENT NEED FOR HMRC COMPLIANCE & EMPLOYEE REPORTS. Without this Kashflow Payroll is not fit for purpose as a payroll solution.
Dan Pascall over 1 year ago in KashFlow Payroll 0 New

Please revisit the new screen design

Attached are 2 screenshots showing an invoice being edited in the original interface and the same invoice in the new design. The original is very usable design with appropriate spacing for numerical values and description In the new style screen -...
Christina Spencer over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

VAT percentage selection on suppliers

When adding a new supplier or editing an existing supplier, the option to select their VAT rate is set on 20% , not all suppliers are VAT qualifying and then you must manually set the vat rate to 0% or what ever rate when you add an invoice. An op...
Guest about 2 years ago in IRIS KashFlow / Purchases 0 New

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 6 years ago in IRIS KashFlow / Reports 7

Proforma invoice

It would be helpful if I could create a proformer invoice and be able to convert it to a invoice the same as I can with quotes/ estimates
Guest over 8 years ago in IRIS KashFlow 7 Will not implement

Finish the REST API

Please release the REST API into production. I have been waiting since it was first announced which seems like a very very long time ago.
Paul Jansen over 8 years ago in IRIS KashFlow / Uncategorised 26 Started