Help us improve

1 Vote

Updated guide

How about updating the guide that gets sent out to new customers who are signed up for the first time? It is badly out of date, to the extreme that it gives guidance to exporting to Digita... who is a competitor to the IRIS accounting/tax suite. H...

Created 10 Jan 09:32 by Guest

IRIS KashFlow / Uncategorised

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1 Vote

Creating an invoice

I am trying to get a consistency when creating an invoice and entering a customer name into the customer field. I have a customer called Mr Albert Smith. If I type in Albert nothing appears, If I type in Smith, nothing appears, I have to type in M...

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Invoicing & Quotes

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1 Vote

Pay invoice from invoice listing

I'd like the option to add a payment from the invoice listing page. Some clients pay 2-3 invoices in one go. I'd like to be able to look at the list of invoices, tick the box on the left hand side, then have a icon top right (where assign project/...

Created 10 Jan 09:31 by Gavin

IRIS KashFlow / Uncategorised

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1 Vote

Update product details if customer is changed on invoice

Hi, It would be great if the product details on an invoice are updated if the customer is changed on the invoice. We have had a few cases where an invoice is raised with the wrong customer on it (as the system defaults to a customer and sometimes ...

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Uncategorised

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1 Vote

An estimates report showing which estimates are "live" or open at any given point in time.

I would like a report which enables me to see which estimates are "live" or open at any given point in time.

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Uncategorised

1 Released
1 Vote

A report of all of the Chart of Accounts Codes that shows their Code, Type, Area and the SA103 clasification.

The SA103 classification for an item on the CoA is only available from the details page for the item. There is no way to review your setting regarding SA classification, except to go into each item one-by-one which is very time consuming. A report...

Created 10 Jan 09:30 by Guest

IRIS KashFlow / Reports

1 Released
1 Vote

functionality to allow the historic employment records to be accessed when a leaver "re-joins"

When an employee re-joins the payroll their previous employment history cannot be accessed / viewed easily. The P45 details for that employee when they were made a leaver is wiped from the system and cannot be viewed.

Created 10 Jan 09:29 by Guest

KashFlow Payroll

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1 Vote

Keyword Search for the "Product: Name

Hi, Please note that previously we used to search for the "Product" when adding a new line item in the quotation by using keywords.Now you have to write the name as is to search for the "Product". This has complicated the process, since it is impo...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Other

1 Released
1 Vote

Product code on invoice

Once the VAT/Bank has been reconciled you can no longer see the product code on an invoice other than searching through the nominal ledger, due to the fact that you can not edit the invoice once reconciled. It would be better if the product code t...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Released
1 Vote

A date to the items on Canvass

I've been looking through Canvass, no dates of post or acknowledgements, so no idea how old any of the suggestions are, and whether any have been worked on, are currently being worked on or now resolved! What's the point having this system if you ...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Other

1 Released