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Option to factor in unmatched bank transactions in bank balance

I keep a lot of unmatched bank transactions lying around for my bookkeeper to process very infrequently, but that means that my bank balance is way out - currently by thousands of pounds. It would be good if I could tick a box to enable an option ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

"Do you really want to leave your bank feed?"

A prompt when attempting to navigate away from the bank feed without importing would be really useful as I have lost hours of matching a few times for simply forgetting.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Ability to Import "Blocks" of Line Items or Other Quotes to Populate a New Quote

In my line of work the line items are used to build large plumbing systems. Typically every system is customised but is based on one of several base or generic systems that is tweaked slightly. It would be very helpful if I could build a new quote...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Motor Trade Chart of Accounts

As more businesses sign up to MTD we have a few that are motor traders & use the marginal rate calculations for vat - could this be something to consider for the future so that stock sales/purchases can be recorded correctly on Kashflow & ...
Guest over 5 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

hi-light a range of purchases or invoices and put in a payment date for the whole batch at once instead of entering each one to i put a date.

hi-light a range of purchases or invoices and put in a payment date for the whole batch at once instead of entering each one to i put a date.
Guest over 5 years ago in IRIS KashFlow / Payments 0 Acknowledged

Enable the product drop down box to show more than ten items

One of my client's has over 1500 products & many have a very similar descriptions, so as they type in the name only ten items show up at the moment, therefore they need to type the full product name in to select the product. It would therefore...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

When creating a new product within the invoice save the description & price as well.

When a product is added whilst in the invoice it only saves the code & name, it would be helpful to save the description & price as well. At the moment by saving just the code & name it takes more time & creates more work because y...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Easy way to see Unassigned transactions that appear in profit and loss

Hello currently it is not possible to see what the unassigned transactions that are listed in the profit and loss account and when you go from the profit and loss account figure to the listing. Instead - you have to individually select through wha...
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Listen to the customer's

After using the software for a couple of months, you start to find the flaws within - however when then looking to find an answer to my problem you hit the KashFlow brick wall, in some cases the questions have been asked (and NOTHING done about th...
Guest over 5 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Integration with Royal mail and Parcelforce

Kashflow would be an amazing platform if it intergrated with PF24/48 and Royal mail "Click and drop" in the UK, as it would provide a full circle platform for small businesses and compete with with some of the bigger e-commerce "facilities" out th...
Guest over 5 years ago in IRIS KashFlow / Dashboard 0 Acknowledged