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My Ideas: IRIS KashFlow

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Access to Display Settings

Access to the ’ Display Settings’ is quite crucial when using the program for my company. I see it can be easily selected from the Dashboard page (albeit it should have a more prominent button or look) However, it should be accessible when you are...
Guest 10 months ago in IRIS KashFlow / Uncategorised 0 New

Create Invoice - Add Lines

When adding several lines to an invoice using the new template, often the product column in the previous row(s) goes blank - eg I created an invoice with 8 lines, moved one line up to reorder, then add a new line to the invoice. I get two rows in ...
Rich Mellor 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Paypal Import - Transfers Tab

When importing from paypal, if you import several payments in and then go to the transfers tab, try importing those and the screen refreshes as though it has imported. However, the transactions remain on screen awaiting import. Do it a second time...
Rich Mellor 10 months ago in IRIS KashFlow / Other 0 New

Pre-remittance Advice on Purchase Invoices

Often a supplier will request date of payment. It would be more professional and very useful to send the date through Kashflow or print and send as an attachment to advise when the payment would reach them which then hopefully reduces further corr...
Guest 10 months ago in IRIS KashFlow / Purchases 0 New

Iris Pay

payments from Iris Pay should not take 3-5 days to get to me. I can accept payments over my website, which are handled by PayPal and I can get those in my account the same day
Guest 11 months ago in IRIS KashFlow / Bank 1 New

Bank feed import - bulk ignore transactions

There should be a function on the bank import screen to bulk ignore transactions. When re-connecting the bank and Kashflow brings in ALL the transactions again, you have to ignore those included in Kashflow already one at a time, which is extremel...
Heulwen Thomas 11 months ago in IRIS KashFlow / Bank 0 New

Bank feed and duplicate transactions

When re-connecting the bank, Kashflow brings in all the bank transactions again, creating duplicates. Why can't it recognise which transactions have been already imported into Kashflow and automatically ignore those?
Heulwen Thomas 11 months ago in IRIS KashFlow / Bank 0 New

Retain customised view settings after log off

Why do our preferences keep getting changed?We need to see at least 100 purchase invoices and at least 365 days of invoices. Every time we log in the default is 10 purchase invoices and 90 days invoices. We need to see all customer history without...
Richard Cosier 11 months ago in IRIS KashFlow / Dashboard 0 New

FLAG/WARNING/HIGHLIGHT for customers/suppliers on hold

There are times when I forget that a customer or supplier should not be sent a statement. It would be incredibly useful to be able to flag/highlight to indicate on hold.
Guest 11 months ago in IRIS KashFlow / Customers 0 New

Invoice Template on App

I feel the app invoice template should match the desktop template or should at least be customisable, to avoid populating the email every time.
Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 New