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My Ideas: IRIS KashFlow

BUGFIX (URGENT) - Correct Select drop-downs in new design

When creating an invoice, a) On the old design, drop-downs used a grey font if a sales code was actually a purchase code so it was easier to select the right option when creating an invoice / purchase order. b) On the new design everything uses th...
Rich Mellor 2 days ago in IRIS KashFlow / Invoicing & Quotes New

Create Quote > Quote Reference > Customer – when we go through this process, the quote reference disappears once we’ve clicked on the Customer. We then have to go back into Quote Reference and add the text again.

It's not user friendly the way it is.
Caroline Jones 20 days ago in IRIS KashFlow / Invoicing & Quotes New

VAT allocated on Elements

Even though no permission to submit VAT returns within Elements Cashbook, at least allow for the allocation of VAT on transactions so a CSV file can be generated to then submit via VAT Filer by agents
Guest 22 days ago in IRIS KashFlow / Other New

To be able to see 'invoice viewed' option when receiving payments by bank transfer

We receive payments via bank transfer and cannot see a viewed option after we have emailed a customer's invoices. Can this be looked at?
stacie cromie about 1 month ago in IRIS KashFlow / Invoicing & Quotes New

Direct Debit's visible on client' homepage

Add Direct Debit Active on clients homepage due to multiple clients it's hard to keep track
Guest about 1 month ago in IRIS KashFlow / Customers New

Security role change

We need to add a user type that is Read Only access only.At the moment, even a Basic user role can send invoices for example, so, like in the Connect KB, the ability to select areas of KashFlow, and more granular capabilities would be great, so us...
Guest about 2 months ago in IRIS KashFlow / Other New

Private use restriction percentage

Instead of just having a "Disallowed" tick box against a nominal code, we need a percentage box to restrict for private use. This is ESSENTIAL for Making Tax Digital and every other piece of accounting software allows for this. I have just created...
Stephen Barker about 2 months ago in IRIS KashFlow / Other New

Stock Movement

Would be helpful to have a stock movement report where you can see when the stock came in and from whom and who it was sold to in one report
Guest about 2 months ago in IRIS KashFlow / Reports New

BUG: Fix dashboard link to Paypal settings

On the dashboard, if you have enabled a PayPal app feed, then there are buttons to refresh the feed, or edit the settings. On the old design, the link to edit the settings works. On the new design it doesn't. I reported this to support and was tol...
Rich Mellor about 2 months ago in IRIS KashFlow / Dashboard New

Improve drop-down for Purchase Code and Sales Code

When creating / editing a Purchase Invoice or Sales Invoice on the drop down for the purchase code / sales code, you can see ALL of the Purchase Codes and Sales Codes (whether you are trying to create a purchase or an invoice). This is confusing a...
Rich Mellor about 2 months ago in IRIS KashFlow / Invoicing & Quotes New