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Adding a Document to Standard Invoice Template

We would like to send out our standard T&C's with the email invoice template that is in KashFlow, this doesn't allow at the moment, but you can add a video?? Picture (link off the internet) or a web link! Not helpful - most companies have stan...
Guest over 7 years ago in IRIS KashFlow (KF) / Invoicing & Quotes 0 Acknowledged

Option to change order view on reconciled bank statements

Currently all reconciled bank statements are listed in date order, with the latest reconciled statement appearing at the bottom of the list, and consequently not on page 1. It would be helpful to be able to change that view to most recent first.
Guest over 7 years ago in IRIS KashFlow (KF) / Bank 0 Acknowledged

Errors in Bank Reconciliation

If an error occurs in say November, after deleting a transaction then ALL the following reconciliations need to be deleted & reworked!! Why cant you just amend the relevant month?
Guest over 9 years ago in IRIS KashFlow (KF) / Bank 0 Acknowledged

Activity Reports

Please can you revert the activity report to how it was! The breakdown can be seen on the audit trail, but what the report has provided for years is a list of all the invoices raised over a period. A report which was pivotal for our company. Pleas...
Guest over 7 years ago in IRIS KashFlow (KF) / Reports 0 Already exists

More than one vehicle needs to be able to use mileage

the current mileage option allows car/ van and motorcycle. All entries count towards the 10000 miles limit. I have my car to consider and my salespersons vehicle to consider but can’t make an entry for two vehicles with separate tally’s for the 10...
Guest over 7 years ago in IRIS KashFlow (KF) 2 Acknowledged

New VAT Return

Now that the VAT return is presented in a format similar to that of Sage which splits the NET and VAT per the boxes instead of having the NET and VAT side by side on the details. It would be beneficial to have something that would uniquely identif...
Lynsey Thomson over 7 years ago in IRIS KashFlow (KF) / Other 1 Acknowledged

Split bank payment/receipt between an invoice and transaction

When banking cash/cheques they appear as one bank receipt on the matching screen. Part of this bank receipt relates to customer invoices and part capital introduced (for example), we can match part of the bank receipt to the customer invoices but ...
Heulwen Thomas over 7 years ago in IRIS KashFlow (KF) / Bank 0

0% & N/A report

Following the release last night, I notice the following report is now available; ‘0% and N/A Sales Tax Transactions’ – the wording of this report is miss-leading, it should just say ‘0% and N/A Tax Transactions’ as it show sales and purchases, no...
Heulwen Thomas over 7 years ago in IRIS KashFlow (KF) / Reports 1 Acknowledged

Be able to delete redundant Additional Users

I can create new Additional Users but when I don't want access to be available I can't delete their profiles - only Disable them. It would be cleaner and clearer to be able to DELETE Additional Users which are no longer required.
Guest over 7 years ago in IRIS KashFlow (KF) / Dashboard 0 Acknowledged

Add "Pay Online Button" to Auto Credit Control Reminders

We use auto credit control, and it cant attach the PDF invoices it can only link to them. When it links to them, it doesn't seem to add the PayOnline link? This is a link to one and it doesn't have the button; https://app.kashflow.com/V2/document...
Guest over 9 years ago in IRIS KashFlow (KF) / Invoicing & Quotes 3 Already exists