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KashFlow Ideas

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IRIS KashFlow

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BUGFIX (URGENT) - Correct VAT options for Customer Profiles

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...
Rich Mellor over 4 years ago in IRIS KashFlow / Customers 5 New

Archiving facility of data over 7 years old

As far as I can tell we are not supposed to keep data for longer than is necessary to comply with GDPR but Kashflow does not offer any way to switch on archiving of data over 7 years old. Removing this old data would also improve performance and w...
Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Add Open Banking connectivity for Mettle bank

Mettle is a subsidiary of NatWest bank that focuses on providing digital banking needs for sole traders and small businesses. They currently have over 130k customers, but KashFlow hasn't signed up with Mettle as a TPP (Third Party Provider) so Met...
Guest 10 months ago in IRIS KashFlow / Bank 0 New

Due dates on aged creditor report

It would be really helpful to see the due date of invoices on creditor reports . Not all invoices are due after 30 days and there is no way of knowing this from the report. You have to individually go into each invoice/supplier if you are not sure...
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

Re-instate the google postcode look up button on the customer details screen

I use this button regularly to check customers invoice and delivery address when taking orders over the phone
Guest almost 7 years ago in IRIS KashFlow / Customers 1

product to show on invoice print

can add a product code to invoice on screen, but print does not show thiswork around is to duplicate the data on the description tab. Please make product printable
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

A service status page

If you have an outage, like we're experiencing now, you could inform your customers that there is an issue and approximate fix time. This would keep your customers happier and stop your support team being as swamped with the same requests.
Guest over 3 years ago in IRIS KashFlow / Other 1 Acknowledged

Being able to link more than one bank account

Lots of businesses have more than one bank account for their business and it would be useful to be able to link these up to the accounts within Kashflow on the bank feed.
Guest 11 months ago in IRIS KashFlow / Bank 0 New

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 about 6 years ago in IRIS KashFlow / Bank 0 Planned

Financial reports automatically populate with current accounting period

When running the financial reports it would be most helpful if the start date and end date would populate with the current accounting period.
Emma Ransom about 8 years ago in IRIS KashFlow / Reports 1