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SUBMIT IDEA

IRIS KashFlow

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Allow an admin to get access to create invoices but not to see anything else.

It would be great if a company can add an admin to the account but the admin to only have access to create new invoices per customer but not to have access to see any historic data or historic inoice amounts etc.
Guest over 2 years ago in IRIS KashFlow / Other 0 New

Switch off SA103 data collection and account mapping

We are a charity and file our accounts with the Charity Commission and if needed file corporation tax returns to HMRC. We are an organisation, not a self employed business so don't need remincers that "Kashflow found some discrepancies in your map...
Richard Cosier almost 7 years ago in IRIS KashFlow / Reports 2 Acknowledged

An option to put a default setting for sales invoices list display, ie display by issue date

Sales invoices issued automatically shows "last 90 days". However, we would prefer this to show all sales invoices, without having to change the setting from "90 days" to "issue date" each time that your visit this page.
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Default "Action" in VAT report panel

Following an issue with the date range on our KashFlow VAT report screen today. I have the following observation about the "Actions" menu on the right hand side of the VAT report panel. Here is my remark, made to your support desk, after we had re...
Guest almost 7 years ago in IRIS KashFlow / Reports 1

Option to add our company bank details to customer statements

Some customers find it easier to pay us from information on their account statement. Would be helpful to be able to add this facility to our statement in addition to invoices.
Guest almost 8 years ago in IRIS KashFlow / Payments 3

Bank details

There is very little bank details that can be stored as standing data within Kashflow, as a minimum we need to be able to put account number and sort-code. Additional information should really be SWIFT code and IBAN number, overdraft limit and ren...
Guest about 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

Separate theme

Set up another theme just for quotes
Guest about 1 year ago in IRIS KashFlow / Dashboard 0 New

Develop self assessment submissions to HMRC from the S A tab

With MTD becoming compulsory, this feature would be useful for anyone who is self-employed and a sole trader. Developments would have to be made for Partnerships, as in my case.
Guest about 1 year ago in IRIS KashFlow / Other 0 New

Product code quantity monthly report

It would be very useful to be able to have a report to short quantity sold of each product sold in the month. there is not much point in recording this data in the Product Codes, which is what it is there for. It seams to me a very basic and funda...
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

Prepare a proper Bank Reconciliation report

I would rather have a traditional bank reconciliation report where it lists the unreconciled receipts and payments. You have copied the Sage "Statement Report" method and its pointless. Example: Balance per Bank Statement Add: Unreconciled Recei...
G B almost 6 years ago in IRIS KashFlow / Bank 0 New