Help us improve

1 Vote

Being able to link more than one bank account

Lots of businesses have more than one bank account for their business and it would be useful to be able to link these up to the accounts within Kashflow on the bank feed.

Created 16 May 11:32 by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Archiving old data

Archiving data at year end would mean that we can retain data, even if the business were to cease trading but still have access to the information if needed

Created 05 Nov 17:34 by Guest

IRIS KashFlow / Other

0 Acknowledged
2 Vote

Have the ability to refund customers directly from Iris Pay when they have used that method to pay originally

There is no option in Iris Pay to actually refund customers only to RECORD the refund. If customers are using this portal to pay invoices vis credit/debit cards, there should be the option to be able to refund via the same means.

Created 03 Nov 14:41 by Guest

IRIS KashFlow / Payments

0 Acknowledged
15 Vote

Proforma invoice

It would be helpful if I could create a proformer invoice and be able to convert it to a invoice the same as I can with quotes/ estimates

Created 10 Jan 09:19 by Guest

IRIS KashFlow

7 Will not implement
15 Vote

Next / previous invoice

When navigating, editing and updating invoices it would be incredibly useful to have "next" and "previous" buttons on the individual invoice screen. This would circumvent the need to return to the main invoices list between each edit.

Created 10 Jan 09:18 by Guest

IRIS KashFlow / Uncategorised

1 Already exists
15 Vote

A feature that allows you to send one email attaching multiple invoices

No description provided

Created 10 Jan 09:18 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

Face ID to login

As a small business we have to login to Kashflow many times a day to reconcile payments and other items.

Created 01 Nov 12:14 by Mark

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Password protect individual Suppliers

We use a separate system to process our payroll and just use Kashflow to raise the Purchase invoice for our employees for their monthly pay. We also have a handful of personnel who use Kashflow to raise Sales invoices to our clients, and we do not...

Created 09 May 14:40 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Add attachments to bank feeds

To be able to attach a supplier invoice when in the bank account - bank feeds - match - CREATE - purchase invoice and also receipts when in bank account - bank feeds - match - create - transaction

Created 07 May 20:33 by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Seamless customer management: Keep profiles open after updating, saving time and frustration when generating quotes

When I create a customer and hit the "update" button after inputting their details, their profile immediately disappears, which means I have to then search for the customer again to produce a quote. This is quite frustrating. Is it not possible to...

Created 18 Oct 15:24 by Anonymous

IRIS KashFlow / Invoicing & Quotes

0 New