IRIS KashFlow

Showing 155

I would like to be able to allocate different payments (on account) and invoices through the 'new batch payment', meaning that it would also show unallocated payments and not just invoices. Both creditors and debtors.

One could allocate one payment done for different invoices after having posted it on accounts (something invoices are received after). As else I would have to delete the payment and re-post it but this is not possible when the reconciliation would...

Guest over 6 years ago in IRIS KashFlow / Bank 0 Already exists

2 VOTE

Creating corporation tax liability (missing basic functionality)

Kashflow at the moment only allows you to record a corporation tax payment only (https://www.kashflow.com/support/kb/corporation-tax-2/) but no way of creating the initial liability (i.e. the amount due). So when you create the payment bank transa...

Guest over 6 years ago in IRIS KashFlow / Payments 0 Already exists

2 VOTE

Ability to reorder or move line items in Invoices and Purchase Orders

It would be useful to be able to reorder or move line items on both Invoices and Purchase Orders - I often have a lot of identical items but waste time having to retype to ensure there is sectional consistency/grouping

Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

2 VOTE

Have a setting for 'Direct Debit' payments

Currently I have to choose 'Other' every time I make a payment by Direct Debit and then have to type in 'Direct Debit - it adds to the time of inputting and puts me off recommending Kashflow to anyone as I am sure there are software packages out t...

Guest about 7 years ago in IRIS KashFlow / Payments 0 Already exists

2 VOTE

Attach scan of actual invoice to purchase invoices

We currently scan all our incoming invoices to an online document management system. It would be very useful in Kashflow to able to attach a .pdf file to purchase invoices and maybe receipts, etc to cash payments so that they can be instantly open...

Nick Robinson almost 8 years ago in IRIS KashFlow / Purchases 1 Already exists

2 VOTE

CIS

My Accountant can't help me with this, unless I am able to report it into Kashflow.

Guest almost 8 years ago in IRIS KashFlow / Other 1 Already exists

2 VOTE

It would be useful if KF could remember email addresses like it used to rather then keep having to type them in each time

It is time consuming to keep typing in email addresses

Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

2 VOTE

activity report for specific customer

I know you can export a list of all invoices that you have issued using Kashflow via Reports > General Reports > Activity Report. But I'm asking my supplier to send me this list for my company ONLY as I wish to then import these details as m...

Guest about 8 years ago in IRIS KashFlow / Reports 0 Already exists

2 VOTE

Auto screen refresh when an invoice has been emailed.

When you view an invoice the Notes (1) at the bottom of the screen shows that it has been emailed but when you first email the invoice it is not automatically updated only when you go backinto the screen. Could you do an automatic screen refresh i...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

2 VOTE

Customer first line of address on customer list

When clicking on the customers icon which displays the list of customers is there any way of also displaying here the first line of their address to easily be able to identify customers with the same surname.

Guest about 8 years ago in IRIS KashFlow / Customers 2 Already exists

Please enter your email address

FILTER BY CATEGORY