IRIS KashFlow

To run a gross profit and loss inclusive of VAT, if a company is hoping to fall under the VAT threshold, the current P&L is shows net of VAT requiring manual calculations however some sale items are exempt which can get complicated, & if t...

Following the recent changes in readiness for Brexit, I see that my customers now have the following profile options: VAT Registered in the UK VAT Registered in the EU Based outside of the EU VAT registered in an EC Member State and I (the KashFlo...

We are making single consolidated payments to suppliers for various invoices. This is typically done at the end of the month. Currently I can only issue one remittance per invoice. To reduce the paperwork, perhaps a bulk remittance could be create...

We would like a report showing a list of each individual asset on the Assets Register with the original cost, accumulated depreciation to date, and net book value shown against each asset for a given report run date. I would suggest this would be ...

Sometimes I accidentally enter a transaction into the wrong bank account. It would be useful just to select the transaction and change the bank account, instead of deleting the transaction and then repeating the entry in the correct bank account.

When an order is received, there is no way to produce an Order Acknowledgement. Most of our customers expect this so currently we must create a copy in Excel.

When entering product lines on an invoice/purchase order it stops your work flow to add a new line using the 'point and click' method. You can tab across the product details line and then have to pick up the mouse to add another line....Would it b...

Currently anything imported via csv has no project number and that has to be added after each import by individually editing each transaction - very time consuming.Likewise bank and paypal imports should allow a project number to be assigned on th...

I know the heading may not be that clear. I have set up all the bank accounts and another has been added and I want to be able to view the current account first and the credit cards at the end. At the moment there is no way that you can choose to ...

- Ability to add a Prospect / Lead to a new 'CRM' section.- Set the customer status to Cold, Warm or Hot and set a potential conversion percentage- Once they are confirmed as ordering or submitting to a project, you can simply press a button to co...