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IRIS KashFlow

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To be able to create a user with read only access to the software

I need to provide access to a client company's auditors and would prefer that they unable to make any entries or changes by mistake. I appreciate that most businesses using KashFlow may not be subject to audit but there are no doubt other situatio...
Guest almost 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Show the total of the 'Quantity' column in purchase invoices

It would be really helpful to see a sum of the quantity column in a purchase invoice - i.e. showing the total number of all the line items listed. This would be especially helpful when reconciling a purchase invoice with a sales invoice that doesn...
maria over 2 years ago in IRIS KashFlow / Purchases 0 Acknowledged

When running a nominal ledger report, please could you include an option to exclude nominal codes with no transactions, and could you exclude archived nominal codes from the nominal ledger report.

At present, nominal reports include all nominal codes (unless the user goes through the list and selects or de-selects the codes one by one), so the report has several lines (or even pages) of codes with zero opening and closing balances and no tr...
Guest about 1 year ago in IRIS KashFlow / Reports 0 New

Report for actual cashflow vs forecast

Cashflow is vitally important to all businesses, so a simple report tool with your monthly actual cash position vs. what you forecast would be really helpful.
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

Drag and drop file attachment

I would like to attach invoices to my purchases in Kashflow so that I can do away with the mounting paper files. I have a Dropbox account, but the current process seems very clunky. My invoices are typically received as an email attachment and I w...
Guest almost 5 years ago in IRIS KashFlow / Purchases 1 New

seperate settings for adding a logo to emails vs. printed invoices,

we print invoices on headed paper but want all emailed invoices to contain a logo. The system only allows for one preference for logo but both options for background image. This looks to be an oversight.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

IOSS Destination VAT Reporting

Having signed up (reluctantly) to IOSS non-union scheme for IOSS reporting, we have to report each month on sales to each EU country and VAT collected on behalf of that country. There need to be additional reports added to Kashflow to help with th...
Rich Mellor about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Changing to accounting period (2023/2024)

As HMRC are now forcing all self-employed persons to adopt an accounting year end between 31st March and 5th April, this means that a lot of older businesses need to extend their accounts period for the year ending 2023-2024. We need some more hel...
Rich Mellor about 1 year ago in IRIS KashFlow / Reports 0 New

Snap Expense Receipts

It would be great to be able to take photo snaps of expense/purchase receipts and then Kashflow would sort them out automatically into the correct tax categories. It would make VAT a doddle!! I have seen a few accounting solutions already offering...
Guest about 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

CIS summary for each individual sub-contractor

At the end of every tax year each sub-contractor wants a summary of all CIS paid in that year. I can only get a report from Kashflow showing EVERY sub-contractor that has worked for us, so this is very time consuming. It would be great if we could...
Guest almost 5 years ago in IRIS KashFlow / Reports 0 New