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Report Builder

To be able to extract fields from various areas such as invoices and purchases for example.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Planned

Insert missing months in bank recs

We noticed that a month was missing in 2014 as it had been deleted in error (not sure why). We had to delete all the years from 2019 back to 2014 and reconstitute the reconciliations despite all the remaining months being completed and reconciled....
Guest almost 6 years ago in IRIS KashFlow / Bank 0 Planned

Split entry facility in bank accounts

I want to be able to make one entry (say in my Credit card account) which has more than one category of item purchased within the same reciept. I might have a receipt which has two items on it that break down into two categories, perhaps Purchasin...
Guest about 8 years ago in IRIS KashFlow / Bank 2 Planned

The option to add multiple Client Managers to a client on connect

So different staff members can on;y see the accounts they are assigned to.
Guest about 6 years ago in IRIS KashFlow Connect / Clients 2 Planned

On Screen Monthly P&L

It would be useful to view a P&L by month on screen, rather than have to download to excel each time. It would also be really good to click on the values in the P&L report and go directly to the nominal account.
Guest about 3 years ago in IRIS KashFlow / Reports 0 Planned

Set a Credit Limit on screen for customers before new quotes are sent to avoid customers going over credit limit.

No description provided
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Planned

Deleted Items reversed from reports

It would be helpful if deleted items are shown as reversed from reports such as the VAT return, it's ridiculous that you would suggest raising a false credit note to remove incorrect transactions when there is a delete button, all other systems re...
Guest over 7 years ago in IRIS KashFlow / Other 1 Planned

Functionality whereby more than one manager can be assigned to a client.

Please add a function whereby more than one manager can be assigned to a specific client. I work for a firm of accountants I have been tasked with overseeing the whole Kashflow system for the practice. As part of this I will be dealing with issues...
Guest about 8 years ago in IRIS KashFlow Connect / Your Account 5 Planned

The facility to do separate EC Sales lists online when your VAT quarters are different to the EC sales list quarters set of Jan-Mar etc

it's crazy that you can only submit a Kashflow online EC sales list if your accounts vat quarters are the same as the EC statutory quarters Jan-Mar etc. There is also no warning anywhere when you run the VAT quarter that an EC sales list is about ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Planned

the bility to submiot an amended EPS

I have a number of clients that run a payroll scheme and suffer CIS deductions which on the current system we have to declare when we finalise the month this is find for months 1 to 11 however in month 12 in order to submit the RTI submission on t...
Guest almost 6 years ago in KashFlow Payroll 3 Planned