All ideas

Showing 978

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 over 5 years ago in IRIS KashFlow 0 New

1 VOTE

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

2 VOTE

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

2 VOTE

Client Dashboard Customization

Would like to customise the dashboard with more relevant information. ie open VAT period

Guest over 5 years ago in IRIS KashFlow Connect / Reporting 1 New

2 VOTE

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

2 VOTE

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

2 VOTE

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

2 VOTE

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

2 VOTE

Bank Import - system suggestions

Can you not have the system check for name matches as well as amounts. I have a client that has a lot of subbies with identical amounts invoiced and paid on the same day, the system just matches amounts and I have to go through and undo and re-mat...

Guest over 5 years ago in IRIS KashFlow Connect 0 New

2 VOTE

Bank imports - creating transactions - VAT default

It would be useful if a VAT default rate could be set for each nominal, it is a mind-numbingly boring faff having to change every payment for net wages, drawings, PAYE, VAT etc. to N/A

Guest over 5 years ago in IRIS KashFlow Connect / Settings 0 New

Please enter your email address

KashFlow Ideas

FILTER BY CATEGORY