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IRIS KashFlow

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Add a trigger to enable Zapier to recognise a new invoice

I have been using Kashflow since 2014 and it is the centre point of my company management system. Whenever I receive a new order, it is immediately placed into Kashflow as an invoice. I am trialling Zapier as a means to help automate as much of my...
Guest almost 4 years ago in IRIS KashFlow / Partner Apps 0 New

When creating a new rule within the Bank Feed provide more criteria for transaction selection

Currently when creating a new rule in the Bank Feed area, I can only search for transactions by text. I would like to be able to search for transactions to create a rule using other criteria such as the Amount of the transactions being equal to or...
Michelle Bennett almost 4 years ago in IRIS KashFlow / Bank 0 New

Allow a Project to be added to an Expense

Because users might want to report on Expenses within a project and right now we have to key a full Purchase invoice in order to allocate a project to a purchase which takes much longer to key.
Michelle Bennett almost 4 years ago in IRIS KashFlow / Purchases 0 New

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 almost 4 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 almost 4 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 almost 4 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 almost 4 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 about 4 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 about 4 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 about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New