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My Ideas: IRIS KashFlow

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Full Integration with IRIS Time & Fees

Full integrate IRIS time & Fees with Kashflow this enabling you to not only benefit from a quick accounts package but also have all the features available in Kashflow to chase up your own debts. E.g Automatic credit control, better statements ...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Grouping Customers Together

Would it be possible to set up groups for customers so that you can see what is outstanding for the group they belong to? My particular needs is that I run a school and I would like to be able to group students together in 'Courses' so that I know...
Guest over 8 years ago in IRIS KashFlow / Customers 2 Acknowledged

Integrate with Transferwise

Transferwise is going to be an standard for international transactions, and transfers, exchanges, refunds, etc do the manual work with KashFlow very complicated.
Guest over 8 years ago in IRIS KashFlow / Partner Apps 3 Acknowledged

VAT detailed report to show what was actually submitted to HMRC for that particular VAT Return

It would be very useful if the VAT detailed Reports actually showed the figures that were submitted to HMRC for that particular VAT Return period. Since the last update it has become apparent that the total figures for the boxes on the VAT detail...
Melanie Vaughan about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

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
Guest over 1 year ago in IRIS KashFlow / Other 0 Acknowledged

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.
Guest over 1 year ago in IRIS KashFlow / Payments 0 Acknowledged

Changing the look of the Statement

We would like to use the Statement function on Kashflow but do not like the layout of the document - it looks untidy and quite unprofessional. We would like it if possible if it could tie in with our Remittance template so we have a little bit of ...
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Face ID to login

As a small business we have to login to Kashflow many times a day to reconcile payments and other items.
Mark over 1 year ago in IRIS KashFlow / Other 0 Acknowledged

Month by month Profit & Loss report (Separate columns)

We should be able to see how the business is doing on a monthly basis. At the moment, it is only possible to see P&L loss one month at a time or several months accumulated together. Would be good to see each month next to each other in separat...
Guest over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Reduce the width of 'Disallowed' and 'Vat rate' columns

I've noticed that an extra column has been added to invoices and purchases orders, headed 'Disallowed'. Kashflow has explained the reason for the addition of 'Disallowed' but this column, along with the 'VAT rate' column are unusually wide in comp...
Guest over 2 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged