IRIS KashFlow

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Aging analysis to customer statements

It would be useful to have to option to produce a statement that can be sent to a customer that shows an aging of invoices/credits as an analysis at the bottom of the statement i.e. those invoices that are less than 30 days old, 30-60 days 60-90 d...

Guest over 6 years ago in IRIS KashFlow / Customers 1 Acknowledged

3 VOTE

Automatic Direct Debit Payments

It would be great if payments for due invoices were automatically collected on a set date agreed with the customer, currently I have to go to each customer individually and process the direct debit payment which is very time consuming.

Guest over 6 years ago in IRIS KashFlow / Payments 2 Acknowledged

1 VOTE

Non Vateable businesses

There is no option to cancel the alert that the business has exceeded the VAT threshold when it is a business that does not fall within the VAT registration reuirements.

Sharon Minkin ACA about 2 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

3 VOTE

Adding receipts: revert to old 'click arrow' system so all 3 date entries match

Previously on the old system, there was an arrow to click which enabled the dates to all match the invoice date - now we have to change the date in 3 places adding time to creating a receipt. Can this arrow be re-added please? Thanks

Binita Walia over 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

2 VOTE

Automated data entry of invoices and receipts

I think the majority of the users are tired of going through receipts for business expenses or supplier invoices and entering all the fields manually. With the help of Klippa's OCR API, head and line items of these documents can be extracted and b...

Guest over 4 years ago in IRIS KashFlow / Purchases 0 New

2 VOTE

Attach a working file to a bank transaction

We can add working files (PDFs, spreadsheets etc) to purchases, sales invoices and journals, but not apparently to bank transactions. The ability to add a one off suppliers invoice or a working paper to support a complex bank payment or receipt wo...

Guest over 4 years ago in IRIS KashFlow / Bank 1 New

1 VOTE

Search facility - choose fields required

Really need the Invoice total amount displayed on the search return. Only displayes date, invoice no and supplier. Even a facility to taylor it to the client. Useless without he amolunt as still have click into the document to ensure correct value.

Guest about 2 years ago in IRIS KashFlow / Purchases 0 New

3 VOTE

Column widths for reports

Beneficial to be able to adjust at least the column widths when looking at the list of quotes and sales invoices

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

3 VOTE

Option to remove United Kingdom from invoice and envelope address

All our customers are within the UK so it looks wrong having the country on the addresd

Guest over 6 years ago in IRIS KashFlow 0 Acknowledged

3 VOTE

Bank Feeds Import - Assign multiple debtors to bulk cheque transaction

Small businesses pay-in multiple cheques in one transaction. A feature should be available to assign the transaction to multiple debtor accounts when using the bank feeds import facility.

Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

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