IRIS KashFlow

In the customer profile, it is annoying to have to select the option for where a customer is VAT registered based (ie. home country, the EU, outside the EU etc). This should default to the country used for the billing address - as surely that is w...

With all of the changes to destination VAT charging etc, it is all too easy to make mistakes when editing invoices. An exception report would be good which looks at: a) Where the customer is not based in the home country (as per their Customer Pro...

When viewing a customer record, the time period on the Transactions view defaults to This Year. Around the new year, this is problematic, as you cannot view some transactions, unless you switch the time period to ALL. However, when you return to t...

The use of an authorised for payment check box would be useful so that invoices that had not yet been passed for payment could be logged but paid in error

It would be helpful if we could set when the direct debit be collected when creating a scheduled invoice to be collected by go cardless. At the moment, it initiates a collection straight away. It would be handy if it waited a few days before creat...

In the Journal list page when last month is selected only get last months journals list. If select this month get this month and all future journals (for accruals and prepayments). Expected to just see this months. Would also be good to have a fut...

Problem It is not possible to amend an existing Customer records via CSV. Managing the accuracy of data is required by law, amending manually in KashFlow is slow and inefficient. I have systems that check the company name, the registered addres...

Customers seem to respond well to being told exactly how much is overdue on their account. It would make sending out statement emails much easier if the total outstanding amount could be included in the body of the email via text substitution.

At present the total number of products sold in a time frame can only be shown one product at a time in the sales history. This is very time consuming analysis if you have many products. Alternatively you can view income by product but it doesn't...

Any business who runs a cash accounting business would find this useful. The VAT return takes this into account, but the P&L is currently a traditional report based on invoice raised, Whilst the Business activity report helps, it would be very...