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IRIS KashFlow

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Email Kashflow Monthly Invoices to a Separate email

It would be great to be able set Kashflow invoices to email direct to a second email (say accountant or book-keeper). This is for the invoices for paying for Kashflow itself
Guest over 2 years ago in IRIS KashFlow / Uncategorised 0 New

Allow accounts in the Chart of Accounts to be divided into Sub-Accounts

Referring to the Chart of Accounts, within each account a sub-accounts can be made. Currently, however, these sub-accounts are not made available to post transactions to. So for example, in Settings/Chart of Accounts you select an entry, say (4280...
Guest about 5 years ago in IRIS KashFlow 0 New

Multiple invoices are sent to customers and we would like to automate the credit control but don't want customers to get an email for every individual invoice, can it be linked to a statement instead?

We send out invoices through out the month and a lot of our customers pay upon receipt of a statement at the end of the month. It would be good if we could have automatic credit control on both statements and/or invoices that could be personalised...
Guest over 5 years ago in IRIS KashFlow / Customers 0 New

Customer Transactions EXCLUDING VAT

Ability to view/export to csv Customer Transactions EXCLUDING VAT.
George Ross over 5 years ago in IRIS KashFlow / Customers 0 New

Unreconciled Transactions Report Export to CSV

Add button to "Export to CSV" for Unreconciled Transactions Report.Possibly a formatted print button too.
George Ross over 5 years ago in IRIS KashFlow / Reports 1 New

details

Hi - I think that it would be useful for an extra box in the profile, for job description ?
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

Facility to Download all Product data from Kashflow, edit and update in Excel and then Upload to Kashflow.

Ideally, I would like the facility to download all my product data listed in sales codes, from Kashflow to Excel, edit and update in Excel, then upload back into Kashflow. This would save hours when product updates are necessary. Currently, I hav...
Neil McD over 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Ability to clear accounts where advance payments net off against each other

If you have posted cash on account, which nets to zero, unless you have an unpaid invoice on the account there is no way of clearing off the transactions. This is especially troublesome if the bank has been reconsiled and or VAT submitted. The...
Guest over 5 years ago in IRIS KashFlow / Payments 0 New

Option to include bank transactions on nominal export.

I need a full export of all transactions. My accountant asks for this each year, and its time consuming exporting the nominal report, then exporting each of the bank accounts transactions for the same date range to paste into the nominal export. A...
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

Custom reports

We need more flexibility to drill down into data easily and quickly from within the application. My accountant needs more flexibility in reporting within the nominal ledger but this isn’t possible. Whilst it’s possible to add an extra field to cus...
Guest over 5 years ago in IRIS KashFlow / Reports 0 New