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IRIS KashFlow

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API Integration with Stripe

For us, the API Kashflow has with Paypal is integral to our accounting and makes the whole process so much easier. With stripe becoming one of the worlds biggest platforms for processing card payments (hell, the 26 year old who started it is now i...
Guest almost 8 years ago in IRIS KashFlow / Payments 2 Acknowledged

Bespoke reporting

Apart from many useful reports that you can run from Kashflow, it is possible to design and run your own bespoke reports to save time and productivity?
Guest over 6 years ago in IRIS KashFlow / Reports 2 Acknowledged

VAT notifications for imminent submission date

There should be an alert or notification on the dashboard showing when the next VAT submission is due or an email alert when the submission date is close. HMRC stopped sending email alerts once they launched Making Tax Digital leaving this to the ...
Sharon Clampin over 5 years ago in IRIS KashFlow / Reports 1 Acknowledged

Additional reporting at Project level

I have many projects set up on Kashflow, which are effectively sites that my client is currently developing (property developer). I can input the purchase invoices and allocate a project/site to each line, however it is then difficult to get this ...
Michelle Bennett almost 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

Customer Statements - Add aged debt overview

It would be great if we could add an aged debt overview at the bottom of customer statements eg Month 1 spend, Month 2 spend etc (see attachment). That way customers can see on statements that they are overdue by 30+ days, 60+ days etc
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Delivery address isn't automatically set if different from invoice address

Different delivery address - When a customer has a different delivery address to the invoice address you cannot just click on "create new invoice" as the delivery address remains the same as the invoice address, even if you have put the separate d...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

additional logo option in .pdf themes

Hi, it would be good to be able to add more than just one logo to the printable documents (e.g. quotes, sales invoices). E.g. I would like to add our accreditation logos as they are an important part of our marketing package. Thank you :-)
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Projects

We use projects extensively to enable compliance with charity reporting rules. It would be useful if:1) Bank and Paypal feed approval screens could offer the facility to add a project number2) Bank import rules allow a project number to be assigne...
Nick Robinson about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Multiple Invoice Templates - Different template for different customers

Possibility of multiple invoice templates to be used at the same time so you can choose which one to use when creating invoices. I mean to choose when you click on New Invoice and not via Settings which would change the template for all future inv...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Automated defaulting to correct purchase code for a supplier when creating a purchase when matching bank transactions

At the moment when I am matching bank transactions, and creating a new purchase, it does not automatically default to the correct purchase code and VAT rate which I have already created for each supplier. I have already assigned each supplier with...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged