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IRIS KashFlow

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Budget

I would like to create a monthly budget in Kashflow to compare to the actuals. ie. Bud. Act. Var. Budgeting is fundamental to any business and should be really easy to implement into the software.
Guest almost 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Customise the Kashflow / Stripe Payment Page.

The KashFlow / Stripe payment integration is a great way of providing online payments but needs to be customisable to reflect the company brand and promote confidence that the payment is being paid to the the right organisation.
Guest over 4 years ago in IRIS KashFlow / Payments 0 New

Fixed Asset register should be down-loadable in CSV format

Could easily compare totals to GL account.
Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

change the sort order of products in the drop-down

It would be really useful when creating an invoice if the order of the products could be changed to make scrolling down the list for them easier. I know you can use the search box but it would be very helpful for them to be in sorted alphanumerica...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Live Data widget not showing year on year information

The new Live Data widget should show year-on-year information (or month-on-month) NOT last year's total to this year to date. The business will always be down compared to the whole of last year when we are only a few months into this year, so that...
Sam Osborne over 2 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Option to remove Live Data Widget

I'm sure this new widget works for some businesses but for me it's just an annoying cluttering of badly presented information that has no real use. An option to remove it (or at least move somewhere else on the dashboard) would be brilliant.
Sam Osborne over 2 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

When importing a journal from csv file the ability to add a project number

As you are already able to input a project number when inputting a journal manually it makes sense to able to also do this when importing a journal from a CSV file. Currently you have to import the journal and then manually edit each line to alloc...
Guest over 4 years ago in IRIS KashFlow / Projects 0 New

Integrate with Microsoft PowerBI

Would be great if I could view my Kashflow position within PowerBI so I can view many parts of my small business in one place. Noticed that Xero has supported it for two years:- https://www.xero.com/blog/2016/02/xero-microsoft-power-bi-big-data-f...
Guest almost 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

VAT Calculations on multiples

When adding products to an invoice, the VAT is calculated on the net price * quantity which can lead to rounding issues. For example, I sell one particular item for £17 including VAT - so this is stored as £14.17 plus VAT at 20%If I set the quanti...
Rich Mellor over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

NEW DASHBOARD Create New Customer (from US)

In the past when I create a new customer (and select to create an invoice once customer is created), I could enter their name and address, then go to the options page to add VAT number / whether they are inside / outside the EU etc and click Updat...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 Acknowledged