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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

BATCH PAYMENT FROM SUPPLIER PAGE

Can we have a button to enable batch payments to be made/linked direct from the supplier page rather than having to go out of the supplier record and into purchases.
Guest over 7 years ago in IRIS KashFlow / Suppliers 3 Acknowledged

More than one vehicle needs to be able to use mileage

the current mileage option allows car/ van and motorcycle. All entries count towards the 10000 miles limit. I have my car to consider and my salespersons vehicle to consider but can’t make an entry for two vehicles with separate tally’s for the 10...
Guest almost 6 years ago in IRIS KashFlow 2 Acknowledged

Sage Version 23 onwards Converter

Can we make it a priority to get the converter to work with the latest version of Sage. I have had to turn down a lot of companies recently because they run the latest version of Sage and really want to bring over all their data to Kashflow.
Guest over 7 years ago in IRIS KashFlow / Partner Apps 2 Acknowledged

New VAT Return

Now that the VAT return is presented in a format similar to that of Sage which splits the NET and VAT per the boxes instead of having the NET and VAT side by side on the details. It would be beneficial to have something that would uniquely identif...
Lynsey Thomson almost 6 years ago in IRIS KashFlow / Other 1 Acknowledged

Select fields to display in invoice and quotes lists, like a being able to add project ref as a field

this would allow someone to use the listings based on the information the use in their business, for example our filing and reference system is based on client name and project ref being able to see these fields on screen at a glance would help. A...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged