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IRIS KashFlow

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Ability to change purchase and sales codes

KashFlow have used MTD as a reason to withdraw the ability to change sales and purchase codes once a VAT return has been submitted. This restriction is not a current requirement under MTD and will create a huge burden in correcting incorrect entri...
Guest almost 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Enabling the customisation of Statements

It isn't currently possible to customise customer statements in the same way that invoices are customisable. It would be useful to be able to add additional text boxes etc to the statements.
Gethin Davies almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer Statements

With the new Kashflow platform, we have to go into a number of individual pages to tick the customers who we want to send statements to and then choose the date range. This is very time consuming and in our opinion a backward step compared to the ...
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Punctuation demarcation

We were wondering if there is going to be a fix for the punctuation demarcation that is now required when sending invoices to repeat customers where we have more than one email address i.e. ukaccounts.payable@xxx.com , jo.bloggs@xxx.com Previously...
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Display Billing Country of Invoice

I want to generate a report for a time periof (eg JAn 2023) for all sales code. The report should show me info like the income by sales code report but the figures should be WITHOUT vat, as vat is not part of a sale, it is a tax.
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

Allocation of refund by supplier

If using bank feeds there is a refund from a supplier you can allocate it on account on the supplier account but then when you go into the supplier account you cannot allocate it against a credit note
Guest almost 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

ADD PROJECT TO 'EXPENDITURE BY SUPPLIER' REPORT

- Much like the 'expenditure by sub-purchase code' report, it would be useful if you could filter suppliers used by project as well.
Guest almost 3 years ago in IRIS KashFlow / Suppliers 0 New

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 almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

On the dashboard the VAT summary should show the dates of the next return to be processed

The dashboard helps show clients the financial overview but unfortunately the VAT summary doesn't show the next VAT return period. We would all benefit from this happening.
Emma Ransom over 7 years ago in IRIS KashFlow / Dashboard 0 Planned

Kashflow/ Paypal integration

When I read that Kashflow could be integrated with Paypal for invoice purposes I was delighted as I spend ages every month manually raising invoices before orders can be sent out. I linked the two together but then realised that Kashflow is only p...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New