IRIS KashFlow

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Option to automatically allocate VAT component to a reserve bank account when payments are received

Cashflow planning could be made much easier by taking the VAT out of the equation. When a payment is received for an invoice, Kashflow could automatically transfer the VAT amount of the received payment to a designated reserve bank account so that...

Guest 4 months ago in IRIS KashFlow / Bank 0 New

2 VOTE

After software update, there is no way to manually enter the amount of VAT against a net figure when it is not 100% VATable

We have some suppliers who give a subtotal of all items (not broken down into the VATable and non-VATable items), total VAT and gross. Previously on Kashflow, I could enter a net amount, manually enter the VAT and the gross would auto calculate. I...

Guest 8 months ago in IRIS KashFlow / Purchases 0 New

1 VOTE

import unmatched transactions into suspense account

All bank transactions have to be imported so why not get them in place with one upload? missing purchase orders can then be set up. Match does not appear to know about repeat purchases either

Guest 4 months ago in IRIS KashFlow / Bank 0 New

1 VOTE

Streamline add bank transaction

New add bank transaction is slower and less intuitive than the old version. Boxes don't highlight when tabbing in and search function is not intuitive you should be able to search and then press enter to select, also default VAT setting would be u...

Guest 4 months ago in IRIS KashFlow / Bank 0 New

1 VOTE

Client opt out facility on auto credit control

With auto credit control emails, rather than opting out certain individual invoices month after month, it would be beneficial if we could opt out certain clients who pay us by direct debit. Because their payments are collected at various points th...

Guest 4 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Fix the broken purchase invoice, purchase code default to incorrect supplier mess on the new update

Yes, we completely understand your concern and we will update the developers to revoke the changes they made recently. Since it's a software release we need to wait until when this can be done as we wouldn't be able to specify a timeframe for this...

Guest 8 months ago in IRIS KashFlow / Purchases 0 New

3 VOTE

Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...

Rob Wheatley about 1 year ago in IRIS KashFlow / Customers 2 New

1 VOTE

Relevant TB reporting

Where a client is registered for flat rate VAT, rather than provide a standard TB, provide one that actually gives the figures that go into the accounts without having to jump through hoops to derive gross turnover etc.

Guest 4 months ago in IRIS KashFlow / Reports 0 New

1 VOTE

Allow direct posting to customer from bank feed

My issue relates to bank feed transactions that need to be allocated to a customer account WITHOUT creating a sales invoice. A lot of my clients pay me by standing order so they get posted to their account as received as “advance payments on accou...

Paul Connon 4 months ago in IRIS KashFlow / Bank 0 New

2 VOTE

RST API Knowledge base

Be really useful if there was a knowledge base for the REST API like there is for the SOAP API

Stephen Elliott 9 months ago in IRIS KashFlow / Reports 0 New

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