IRIS KashFlow

Raise a journal and you can upload any file type (.pdf, .xls, .doc etc) of workings to support your entry. Files can also be uploaded to support customer, invoice, supplier, purchase etc entries, but crucially not .xls (spreadsheet) files. No file...

It would be useful to be able to assign customers by manager / sales rep, therefore allowing aged debtor reports to be produced for each customer sales rep or customer manager as a separate report to the full aged debtor report

Not all items on a contractor's invoice are subject to CIS charge - eg parking. Other financial packages allow to differentiate the treatment

Hi Kashflow! I noticed that the bank feeds are never up to date and it always takes about 1 week for new transactions to show up, which means when someone pays me, I have to wait 1 week to be able to see the transaction and match it in Kashflow wh...

it would help to be able to keep track of sales an purchases for a particular order as not always do customers provide a po number

So from 1st July 2021, the EU expects ALL businesses to register for IOSS and collect VAT according to the location of their customer - although this is strictly optional. Kashflow still fails to deal with sales from the UK to the EU correctly - w...

I think it would be useful to be able to send SMS reminders from within Kashflow either to confirm an Invoice has been received or payment due. It could be useful to engage lapsed customers as well. My thinking is that most people keep their phone...

I would like to be able to edit the headings on the reminder letters, this would help not to upset customers.

Currently you can only download to PDF