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VAT Only Journals to be the Only Ones to Go on VAT Returns

Previously if a journal was created the only way to get it to appear on a return was to create a VAT Journal. Now if you post a standard journal to either account 73501 (or output VAT) or 73502 (or input VAT) it affects my VAT return figures so th...
Guest about 5 years ago in IRIS KashFlow 0 New

Ability to batch change field data - eg PO

A customer of ours asked us to add the same PO to all of their invoices with us; they have 40+ repeating invoices with us a year. We had to do this manually by opening, pasting and saving to each invoice.But 'batch processing' should be an option ...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Reinstate ability to change client's password

We are no longer able to change a client's password but can still access the client's records when the client themselves are locked out. We need the ability to unlock a client and change their passwords if they are locked out as we are our client'...
Elaine Milne about 5 years ago in IRIS KashFlow Connect 0 New

Warning before a journal is deleted

We have, on many occasions prepared journals for clients (adjustments) only to then click save and the whole thing be deleted due to some being processed after the bank lock date. Would it be possible to have a warning appear, or save the journal ...
Guest about 5 years ago in IRIS KashFlow / Bank 0 New

Add customer Email and Telephone details to Invoice/Packing Slip.

We are an online retailer and manually book couriers frequently to send items to our customers. We book using the details on the packing slip (or delivery note as we call it). As we have to supply to the couriers the email and telephone numbers of...
Guest about 5 years ago in IRIS KashFlow / Customers 0 New

Option to export information list of purchases and sales from the Project Reports

It would be extremely useful to have the option of this information exported to Excel to summarise the details of this information in pivot table form, especially the purchase information to enable you to make re-charge in sales? In a previous ver...
Guest about 5 years ago in IRIS KashFlow 0 New

Report generated by Paid date not Invoice date

I am generating a spreadsheet which shows Predictive and Actual spend per project per month. I need a report that shows what the actual spend was per project per month. Currently, Kashflow can show a Materials spend per project per month in the No...
Guest about 5 years ago in IRIS KashFlow / Reports 0 New

Let clients add CIS to invoices using kashflow go.

A lot of clients use their phones for record keeping, but when they raise a invoice they can not add CIS to it using a phone, they have to use another device.
Guest about 5 years ago in IRIS KashFlow 0 New

CIS added automatically

The CIS is an option on the customers profile so why do you have to select it on the invoice, it gets missed as you have to save the invoice then click on the blue add cis statement at the bottom of the invoice. It is going to cause more issues fr...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Bank Reconcilliation download to excel spreadhseet

download unreconciled items to a spreadsheet as you can download bank statement to a CSV file to tick of side by side
karen friend about 5 years ago in IRIS KashFlow / Bank 0 New