IRIS KashFlow

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Add today button on calendar date entry field

e.g. when I have previously entered a date range to look at historical transactions, but then want to go back to the most recent transactions I actually have to look up and selected today's date which is a nuisance & feels clunky. Most calenda...

Guest almost 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

3 VOTE

New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices

New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices with multiple customers. It would be better to create the new invoice with blank fields.

Paul Roycroft almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

No way of checking unsubmitted VAT periods on new VAT report

Unfortunately with the new update of the VAT report, it appears you are now unable to create a report for reference on periods you have not previously submitted to HMRC via KashFlow. Having used KF since 2017-18, but not submitting the VAT reports...

Guest almost 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

4 VOTE

Automatic card processing fee deduction

There should be a facility to automatically deduct processing fees, that are incurred for payments made online using credit/debit cards, e.g. Stripe, that incur an additional processing fee of 1.4% + 20 pence, per transaction.

Guest almost 8 years ago in IRIS KashFlow / Payments 3 Acknowledged

4 VOTE

When copying an existing invoice or purchase into a fresh new invoice or purchase please DO NOT reset the date to today, but rather leave it

When copying an existing invoice or purchase into a fresh new invoice or purchase please DO NOT reset the date to today, but rather leave it as the invoice being copied. For instance, I sell many times a day the same product, with the same currenc...

Guest about 8 years ago in IRIS KashFlow 1 Acknowledged

4 VOTE

Project to be shown when opening a Purchase

When opening a Purchase, you currently have to press the Edit button to view which project it refers to and then re-save the purchase. It would be quicker and more convenient for the project to be shown immediately upon opening a purchase, rather ...

Guest about 8 years ago in IRIS KashFlow / Projects 1 Acknowledged

4 VOTE

Ability to move bank accounts Order on Screen

I want to be able to view the most relevant bank accounts on one screen without having to scroll down. If you add a up down button to move the order they appear the less used ones can be moved further down the screen.

Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

4 VOTE

delivery addresses should remain on older quotations when you create a new one and not change all to the same address this creates a massive

When I create a new quotation for a current customer with a different delivery address it also changes an all previous quotations. This causes a major problem when searching for older quotes. please could the delivery address be unchanged on a quo...

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

4 VOTE

Stock Level/Value as of certain date

It would be great to be able to produce a stock report which details stock + value as of a certain date. i.e Items in stock as of the 31st March etc

Guest about 8 years ago in IRIS KashFlow / Reports 2 Acknowledged

4 VOTE

the ability to customise reports

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Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

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