IRIS KashFlow

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Purchase order and purchase invoices to have the same number

A purchase order gets sent to the supplier, the supplier responds with the invoice with the PO number on it. To match the payment through banking, the PO needs to be converted to a purchase invoice. When that happpens the purchase invoice number c...

Guest 6 months ago in IRIS KashFlow / Purchases 0 New

1 VOTE

Option to automatically allocate VAT component to a reserve bank account when payments are received

Cashflow planning could be made much easier by taking the VAT out of the equation. When a payment is received for an invoice, Kashflow could automatically transfer the VAT amount of the received payment to a designated reserve bank account so that...

Guest 6 months ago in IRIS KashFlow / Bank 0 New

4 VOTE

VAT percentage selection on suppliers

When adding a new supplier or editing an existing supplier, the option to select their VAT rate is set on 20% , not all suppliers are VAT qualifying and then you must manually set the vat rate to 0% or what ever rate when you add an invoice. An op...

Guest almost 2 years ago in IRIS KashFlow / Purchases 0 New

2 VOTE

Iris Pay

payments from Iris Pay should not take 3-5 days to get to me. I can accept payments over my website, which are handled by PayPal and I can get those in my account the same day

Guest about 1 year ago in IRIS KashFlow / Bank 1 New

1 VOTE

import unmatched transactions into suspense account

All bank transactions have to be imported so why not get them in place with one upload? missing purchase orders can then be set up. Match does not appear to know about repeat purchases either

Guest 6 months ago in IRIS KashFlow / Bank 0 New

1 VOTE

Streamline add bank transaction

New add bank transaction is slower and less intuitive than the old version. Boxes don't highlight when tabbing in and search function is not intuitive you should be able to search and then press enter to select, also default VAT setting would be u...

Guest 6 months ago in IRIS KashFlow / Bank 0 New

1 VOTE

Client opt out facility on auto credit control

With auto credit control emails, rather than opting out certain individual invoices month after month, it would be beneficial if we could opt out certain clients who pay us by direct debit. Because their payments are collected at various points th...

Guest 6 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

3 VOTE

2FA

Why is Kashflow not considering 2FA, via authenticator app. It doesn't make sense when so many provide such a service. Kashflow are being left behind.

Guest over 1 year ago in IRIS KashFlow / Customers 1 New

1 VOTE

Relevant TB reporting

Where a client is registered for flat rate VAT, rather than provide a standard TB, provide one that actually gives the figures that go into the accounts without having to jump through hoops to derive gross turnover etc.

Guest 7 months ago in IRIS KashFlow / Reports 0 New

1 VOTE

Allow direct posting to customer from bank feed

My issue relates to bank feed transactions that need to be allocated to a customer account WITHOUT creating a sales invoice. A lot of my clients pay me by standing order so they get posted to their account as received as “advance payments on accou...

Paul Connon 7 months ago in IRIS KashFlow / Bank 0 New

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