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Previously Loaded transactions screen

I would like to see some changes to the previously loaded transactions screen. This screen ignores the date settings entered for the import screen and ideally it could be filtered for this. It also shows transactions that date prior to the last re...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Use existing Gocardless agreements to collect payments

I've previously used Kashflow to setup invoicing and automatic payment through GoCardless, but it has it's limitations. When you setup the process through Kashflow, you have to stipulate how much the maximum direct debit available to take is. For ...
Guest almost 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

Ability to add line totals inclusive of VAT in mass import

Improve the template upload facility so that you can upload line totals INCLUSIVE of VAT. At the moment one can only mass import totals net of VAT and then nominate a VAT amount to be added. This is quite and issue for many businesses like mine th...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Ability to assign a project number to a nominal code so that all transactions in that code are treated as part of that project

We need to account for income/expenditure against grants provided to our charity and use projects for that purpose. Some incomes e.g. payments for after school coaching courses are assigned to one nominal heading. It would be useful to be able to ...
Nick Robinson almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

the ability to advance tax weeks for weekly payroll to avoid employees being overtaxed

No description provided
Guest almost 8 years ago in KashFlow Payroll 0 New

Ability for the search on KashFlow to pull information from the notes field on clients/customers etc

The 'Search' function searches all your KashFlow details including customers, invoices, suppliers, receipts and any external references such as purchase order numbers or customer reference numbers. You can also type in an amount here; invoices or ...
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Option to view only unpaid invoices

I would like an option to view only unpaid invoices, in the order of my choice, whether alphabetical, oldest first, etc. At present all invoices are in view and do not appear to be archived after being marked as paid?
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

Allow creating/managing custom Journal categories

I regularly need to process expense claims, e.g. for company purchases made by employees that require reimbursement, travel expense claims, etc. This involves posting journals involving expense accounts and separate employee debtor/creditor contro...
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

An acceptance section to the quote template for customers to sign directly.

It would be helpful to add an acceptance section to the quote template for customers to sign directly. A section for information in relation to company Terms and Conditions should also be available to customise quote template. Quotes can then be i...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

2 years perfomance in the Dashboard

It would be very helpful if you could customise the Sales Growth timeline box in the Dashboard up to 2 years ?
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged