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IRIS KashFlow

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Include project number to the drop-down when adding a Bank Transaction

When adding a bank transaction, the project / job number should be shown with the project / job name in the drop-down list. When a project / job selection drop-down is offered in other KashFlow screens, the project / job number is included, making...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Viewing all customers means all customers

When we view all customers we are not able to see all customers, we require to go on to further pages, the function "all" does not all us to view all customers but it would be time effective for us if it did so.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Part numbers

I am a new user to Kashflow, after speaking to various people at Kashflow my understanding is that a part/sku number can only be shown in the "description" field if you want a part number to be shown on a quotation/invoice etc. Most systems I have...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

the 'pay now' button in automatic credit control reminder letters

the ability to set up 'pay now' within credit control reminder letters would be very useful. Currently it seems to be only available in invoices.
Guest about 8 years ago in IRIS KashFlow / Customers 0 Already exists

Credit note should raise a different invoice number stream

When creating a credit note to write off bad debt, it creates a credit note with the next available invoice number. When I then raise an invoice from my booking system that is paired with KF, it can't raise the invoice because the next available n...
Guest about 2 years ago in IRIS KashFlow 0 New

Default VAT in the banking area

I find it annoying that despite setting the VAT for each code, when you add a transaction in the Bank area it shows the VAT as N/A. I think it should default to the VAT rate you have set up for that code.
Guest about 6 years ago in IRIS KashFlow / Bank 1 Acknowledged

Allow variable tax allowances in Mileage Module for more than one passenger

The new mileage module sets the mileage allowance at 45p per mile, as per HMRC rules. However, this only applies if there is only one person in the car. As a partnership we often (but not always) travel together, for which HMRC flows an extra 5p p...
Guest about 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Default VAT rate on bank transactions

Ability to select a default VAT rate when manually entering bank (cash) transactions
Bobbie Brown about 2 years ago in IRIS KashFlow / Bank 0 New

VAT Destination Rules

As the EU has brought in destination VAT charging (which may or may not be adopted by the KashFlow user), it is imperative that a standard VAT rate can also be added to each customer, which defaults to the standard VAT rate for the customer's EU c...
Rich Mellor about 2 years ago in IRIS KashFlow / Customers 1 New

Customer Profile - VAT Registered / Based Option

In the customer profile, it is annoying to have to select the option for where a customer is VAT registered based (ie. home country, the EU, outside the EU etc). This should default to the country used for the billing address - as surely that is w...
Rich Mellor about 2 years ago in IRIS KashFlow / Customers 0 New