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IRIS KashFlow

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List bank rules in order of last used

Some bank rules pages can become quite large. To speed up the page it would be helpful to know which rules are no longer being used so that they can be deleted.
Dominic Pascal over 3 years ago in IRIS KashFlow / Bank 0 New

Sort Categories on quotes page

When you select manage categories on the quote page it would be good if you could sort them. i manage them by year so it would be good at year end to rename and then add won and lost again at the top
Steve Prosser over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Project reports - to give the project profit and percentage profit on one report and per customer

It would be useful if the project global report could calculate the project profit and percentage profit on one list and per client.
Guest over 3 years ago in IRIS KashFlow / Projects 0 New

Adding costs to a project that are not a supplier or bank payment

We have costs associated to a project ie where a director is working on the site but the amount of this is not made as a payment to him but needs to be built into the labour costs of the project
Guest over 3 years ago in IRIS KashFlow / Projects 0 New

Allow VAT returns to be generated (and finalised) without having to link to HMRC for MTD.

Lots of people don't want to submit their VAT returns directly from Kashflow. There are many reasons why the Kashflow data might need adding to/amending before submission (in my case because I only use Kashflow for my sales ledger, but it might be...
Guest over 3 years ago in IRIS KashFlow / Other 0 New

Download sales invoices as PDFs in BULK rather than 1 at a time!!

I am trying to "back up" (for want of a better word) all of my sales invoices. Currently I have to "Print-Save as PDF "each invoice individually... I have THOUSANDS. I don't think it's too much to ask for to be able to download all of my invoices ...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT It would be a real time saver if there were the option to be able to enter the "rate" value of an invoice line item as gross rather than having to alway...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add a column to show purchase receipts against respective projects on the purchase invoices listing page

This feature is available for the sales invoice listing page, so why not have it on the purchase invoice listing page.
Guest over 3 years ago in IRIS KashFlow / Purchases 0 New

Make it possible to enable the API settings on all clients from the main dashboard rather than having to go into each client individually to enable the API settings

Quicker for any agent using Kashflow for multiple clients.
Bobbie Brown over 3 years ago in IRIS KashFlow / Dashboard 0 New

A way to have a more specific downloadable info into excel - based on data fields eg overdue date/amount

To download overdue invoices from Kashflow into an excel spreadsheet I would like to do this for a specific date range and possible for amounts over £1000 for example. At the moment this only seems possible for into a PDF.
Guest over 3 years ago in IRIS KashFlow / Payments 0 New