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IRIS KashFlow

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Discount Adaptability

Would it be possible to add adaptability to the discounting feature in the invoice module? for example I might want to discount on a per line item basis or on a per invoice basis whereas at present I can only change the customers discount globally...
Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Default VAT codes for bank transactions

So many bank transactions are Exempt or simply N/A for VAT purposes. Salaries, PAYE, Dividends/Drawings for example. It's frustrating that so many transactions require the VAT code to be changed to the N/A
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

VAT Tab and VAT settings

There should be a VAT tab at the left hand side as a function to view previous submitted returns rather than having to go through VAT settings> Save VAT . It seems rather hidden! Also, Kashflow should have a setting whereby the accountants rec...
Guest about 7 years ago in IRIS KashFlow / Other 2 Acknowledged

Add more choices in the Status Field in Projects?

Projects are a great way to track the timeline but it would be much easer if you could have more than just Active, Completed and Archived. An open field selection where you could customize the Project status would be the best but adding a few more...
Guest almost 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Stop logging out automatically option - for companies without any security issues

No description provided
Guest almost 6 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

Ability to change purchase and sales codes

KashFlow have used MTD as a reason to withdraw the ability to change sales and purchase codes once a VAT return has been submitted. This restriction is not a current requirement under MTD and will create a huge burden in correcting incorrect entri...
Guest almost 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Enabling the customisation of Statements

It isn't currently possible to customise customer statements in the same way that invoices are customisable. It would be useful to be able to add additional text boxes etc to the statements.
Gethin Davies almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer Statements

With the new Kashflow platform, we have to go into a number of individual pages to tick the customers who we want to send statements to and then choose the date range. This is very time consuming and in our opinion a backward step compared to the ...
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Allocation of refund by supplier

If using bank feeds there is a refund from a supplier you can allocate it on account on the supplier account but then when you go into the supplier account you cannot allocate it against a credit note
Guest almost 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Adding a Document to Standard Invoice Template

We would like to send out our standard T&C's with the email invoice template that is in KashFlow, this doesn't allow at the moment, but you can add a video?? Picture (link off the internet) or a web link! Not helpful - most companies have stan...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged