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IRIS KashFlow

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Stop the automated emails for repeat invoices

Please consider stopping the automated emails every month notifying me of the repeat invoices. They are the same every month (because they are repeat invoices!) so I do not need to be notified. This will avoid customers receiving unnecessary email...
Guest 4 months ago in IRIS KashFlow / Customers 0 New

Global Project Report Profit & Loss

Improve reporting for Project Based Clients - System can currently print P&L for each individual project. However the system CANNOT print a summary Report to include the P&L of all projects on 1 report for specified date ranges.
Guest about 8 years ago in IRIS KashFlow / Reports 16 Acknowledged

Separate Template for Pro-Forma Invoices

At the moment the only way to send a pro-forma invoice for prepayment is to alter the quote template. This obviously isn't practical as we send both quotes & pro-formas on a daily basis.A separate template for both is needed.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

Different Send-From Email Addresses for Different Documents

Allow us to setup different email addresses for the various documents Kashflow can send, both from email and BCC email. For example, quotes should be sent from a sales@ address and BCC'd to sales@ and salesmanager@. Invoices should be sent from ac...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 15 Acknowledged

Online Filing of Corporation Tax

HMRC are now asking for iXBRL compatible files when submitting corporation tax. An automated link from Kashfow would be ideal, but suspect this is a bit more complicated than the VAT submission module, but the ability to export to iXBRL format wou...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Invoice Paid Email Notification

It would be great if I could tick a box or add an invoice to a watch list which would email me a notification when it has been paid by card. At the moment I have to keep checking the invoices manually to see if they have been paid.
Guest about 8 years ago in IRIS KashFlow / Payments 4 Already exists

Restore Journal Templates to the original interface.

I note now that you can no longer use Journal Templates unless you change to the old design. Journal templates are critical to us and our clients, and we accountants mostly despise the "new" design. This is like they are blackmailing us to change ...
Stephen Barker about 2 months ago in IRIS KashFlow / Other 0 New

Comparative Reporting for Profit & Loss and Balance Sheet

We really need to be able to look at the Profit and Loss account and Balance Sheet for a comparative period side by side with a current period.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 6 Planned

Add 'Not VAT Registered' to Supplier Options Tab

We can now select the VAT rate for a supplier but 0% isn't correct for none VAT Reg businesses. This should an option you can select on this tab under the 'This Supplier is' Section
Simone Kidd 5 months ago in IRIS KashFlow / Suppliers 0 New

PayPal Importer - Individual Line Items & Quantities

As you're aware, when transactions are imported from PayPal to KashFlow, they all show up as one item on transaction or Multiple items as one item. Would there be any fixes for this so the quantity ordered tallies with the quantity imported into Kf?
Guest about 8 years ago in IRIS KashFlow / Uncategorised 6 Acknowledged