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IRIS KashFlow

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Add today button on calendar date entry field

e.g. when I have previously entered a date range to look at historical transactions, but then want to go back to the most recent transactions I actually have to look up and selected today's date which is a nuisance & feels clunky. Most calenda...
Guest almost 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Adding webfonts capability to PDF templates

It would be good to be able to use webfonts in the custom build PDF templates. This would give us more flexibility on how things look (ie can use brand fonts). I have tried to @import url(".... in the html and in the bespoke css but when I then se...
Corin almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices

New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices with multiple customers. It would be better to create the new invoice with blank fields.
Paul Roycroft almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

No way of checking unsubmitted VAT periods on new VAT report

Unfortunately with the new update of the VAT report, it appears you are now unable to create a report for reference on periods you have not previously submitted to HMRC via KashFlow. Having used KF since 2017-18, but not submitting the VAT reports...
Guest almost 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Automatic card processing fee deduction

There should be a facility to automatically deduct processing fees, that are incurred for payments made online using credit/debit cards, e.g. Stripe, that incur an additional processing fee of 1.4% + 20 pence, per transaction.
Guest almost 8 years ago in IRIS KashFlow / Payments 3 Acknowledged

Being able to submit a partnership assessment to HMRC

Making your software compatible to automatically send end of year figures for a partnership to HMRC
Guest about 4 years ago in IRIS KashFlow / Uncategorised 0 New

When copying an existing invoice or purchase into a fresh new invoice or purchase please DO NOT reset the date to today, but rather leave it

When copying an existing invoice or purchase into a fresh new invoice or purchase please DO NOT reset the date to today, but rather leave it as the invoice being copied. For instance, I sell many times a day the same product, with the same currenc...
Guest about 8 years ago in IRIS KashFlow 1 Acknowledged

Project to be shown when opening a Purchase

When opening a Purchase, you currently have to press the Edit button to view which project it refers to and then re-save the purchase. It would be quicker and more convenient for the project to be shown immediately upon opening a purchase, rather ...
Guest about 8 years ago in IRIS KashFlow / Projects 1 Acknowledged

Ability to move bank accounts Order on Screen

I want to be able to view the most relevant bank accounts on one screen without having to scroll down. If you add a up down button to move the order they appear the less used ones can be moved further down the screen.
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

delivery addresses should remain on older quotations when you create a new one and not change all to the same address this creates a massive

When I create a new quotation for a current customer with a different delivery address it also changes an all previous quotations. This causes a major problem when searching for older quotes. please could the delivery address be unchanged on a quo...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged