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KashFlow Ideas

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Goods Shipped Date

We also require an order shipped date. We may have orders placed over the weekend. These are then downloaded on Monday and are shipped on Tuesday. We require a Ship Date on the invoice so that the customer can see the time period for dispatch and ...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Introduce Credit Limits for Customers

Credit limits for customers would give an early warning to credit limits being reached and would aid credit control
Guest almost 4 years ago in IRIS KashFlow / Customers 0 Planned

Customer statements in Euros (and other foreign currencies)

We've invoiced a customer in Euros. They have asked for an account statement. When I view their statement all transactions are showing as Sterling - whereas all their invoices are in Euros so not very helpful for them to reconcile.
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Automatic download of PAYE code changes and notices

Having recently moved from Sage payroll and set up Kashflow Payroll, it is disappointing to find out that you cannot download and import PAYE coding notices directly from HMRC. Once again you do not discover the limitations of software until you h...
Guest about 4 years ago in KashFlow Payroll 0 Acknowledged

Extra Payslip lines

I currently have 3 lines available on a Payslip. I pay Monthly Salary and Mileage, at the equivalent rate, plus a set dividend each month. When I hit year end I realised I had under paid Mileage so wanted to include a single payment for the 25p/m...
Guest about 6 years ago in KashFlow Payroll 2 Acknowledged

Alter 'Due Date' when a purchase invoice is copied

When a purchase invoice is copied the due date is not automatically updated to the correct due date in accordance with the suppliers credit terms. When using the copy function to save duplication of inputting it would be beneficial for the due dat...
Guest about 8 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Trigger for employees turning 23

In view of NLW now relevant for 23 years and above, triggers for when employees are approaching key/milestone birthdays would be very helpful.
Bev English about 4 years ago in KashFlow Payroll 1 Acknowledged

Opening and Closing stock figures

There should be a feature in Kashflow to record opening and closing stock levels, for an accounting period, e.g. a year, a month, or whatever is required. The P & L report is not accurate if account is not taken of increases and decreases in s...
Guest about 4 years ago in IRIS KashFlow / Reports 1 New

Drop down sorted by nominal a/c number not nominal name

When producing journals it would be beneficial (as an accountant) for the drop down to be sorted by nominal code, not alphabetically by the nominal name. I appreciate some users would prefer the drop down to be sorted by name so an option within t...
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Reinstate both net and VAT amounts on same line of VAT return calculations download

The recent updates to the VAT return represent a loss of functionality. The previous version where net amount and VAT amount where logged on the same spreadsheet line enabled a useful cross check that everything was correct. Now they are listed in...
Guest about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged