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Matching Rules to have cost centre function

We would like the ability to add the cost centre into the matching rules, we have dozens of electricity payments coming out of the bank and they are all for different meters/cost centres so it would be great to have this function as a option
Guest over 3 years ago in IRIS KashFlow / Bank 0 New

Upload VAT report direct to IRIS openspace for client approval

I thinking it would be go if we could upload the VAT detailed report to IRIS openspace direct from kashflow, at the moment I have to save it as PDQ then log into IRIS opensapce to upload the detailed report for approval.
Guest over 7 years ago in IRIS KashFlow Connect / Reporting 0 Future Consideration

Automatically Import Stripe Payments and create Invoices

We use both Paypal and Stripe payments for customers to pay us online. Within Kashflow, Paypal has the ability to automatically import transactions, raise Sales and Purchases invoices and pay them off all from the link with Paypal. At the moment, ...
Guest over 2 years ago in IRIS KashFlow / Partner Apps 0 New

drop down menu for invoice allocation

hi in old version when I try to allocate bank payment to invoice it used to give option of all available invoices but now in new version i need to go and find invoice number or reference first and then only I can allocate. new version should lesse...
Guest about 1 year ago in IRIS KashFlow Connect / Other 0 New

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

Remove extra click required for searching sales code

When you are putting lines into an invoice, you have to click the drop down arrow on sales code and then click into the sales code box to be able to type and search. This used to be just click on the drop down arrow so you are adding extra steps r...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Implementation of 2 Factor Authentication for logging in to view payslips

I spoke with Anneli on the support chat today and was told that currently 2FA is not an option when logging into Kashflow to see my payslips. Anneli also mentioned that this is currently not even on the development roadmap. In the current climate ...
Guest almost 5 years ago in KashFlow Payroll 8 Acknowledged

Undeliverable Email Notification when emailing invoices

Wonder why your invoices dont get paid? Customer then says they didnt receive it! so you send another copy... and they still dont pay! WE MUST GET A NOTIFICATION WHEN WE SEND AN EMAIL INVOICE TO A CUSTOMER AND THE EMAIL BOUNCES. Please consider th...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 3 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