Help us improve

1 Vote

Transfer DD mandates

With the new Iris Pay and DD I would like to move my customers from Go Cardless to IRIS pay but there is no facility to do this. So I have to go through the painful process of getting all my customers to sign a new DD mandate. Surly there must be ...

Created 22 Jan 10:17 by Guest

IRIS KashFlow / Payments

0 New
7 Vote

Company Registration Number

It would be best practice if limited company registration numbers could be added during set up and then selected to be included on sales invoices.

Created 08 Mar 09:07 by Guest

IRIS KashFlow Connect / Settings

1 New
1 Vote

To be able to connect millage to jobs

I have been using the millage app within Kashflow to log all of my trips. But this information goes nowhere within Kashflow. It would be great if when logging a trip that I could select which job it was going agasint. So all expenses are properly ...

Created 17 Jan 19:20 by Peter Oram

IRIS KashFlow / Other

0 New
2 Vote

Be able to download trial balances by month (i.e. multiple) for management accounts

I would like to be able to download the trial balance but for the number of months i choose. In other words I would like each month next to each other for the period I choose either by 6 months, 12 months or all time to be able to look at the move...

Created 21 Mar 16:29 by Guest

IRIS KashFlow / Reports

1 New
2 Vote

Enable use of product codes in journal and bank spend/receipt

When I accrue for electricity each month - using a journal entry or I do a bank spend - I cannot use a product code. ie the accrual just goes into utilities under 'unassigned' on the P&L - which is REALLY irritating!

Created 17 Mar 11:26 by Guest

IRIS KashFlow / Other

1 New
1 Vote

Setting the view for purchase invoices

Can I set purchase invoices to automatically open with 50 items instead of 10. Every time I open it I have to change the view. this is not a new idea. I see it has been raised before at least as long ago as 2018 but nothing has bene done about it....

Created 11 Jan 14:13 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Export Chart of accounts to .csv file

In the chart of accounts there is only the option to print a full list of the chart of accounts to a .pdf format. It would be useful to be able to download this into .csv format

Created 10 Jan 13:44 by Guest

IRIS KashFlow / Other

0 New
1 Vote

Create Invoice - Add Default Payment Option

When I now copy an existing invoice as a new invoice, the payment option defaults to "No payment option" for some reason. This confused me as I never even thought to check what that option was set to (the customer previously used Iris Pay). It sho...

Created 10 Jan 13:33 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

Matching Rules to have cost centre function

We would like the ability to add the cost centre into the matching rules, we have dozens of electricity payments coming out of the bank and they are all for different meters/cost centres so it would be great to have this function as a option

Created 10 May 11:58 by Guest

IRIS KashFlow / Bank

0 New
1 Vote

To be able to view past sent statements

i am unable to view statements tht have been sent. I can only view a notes saying its been sent and the time not the actual statement.

Created 09 Jan 16:53 by Anonymous

IRIS KashFlow / Customers

0 New