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My Ideas: IRIS KashFlow

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VAT Return - Marking a return as paid Function Improvement

When marking a VAT return as "Paid", Kashflow should prompt to create a bank transaction like the process in "Sales Invoices" and "Purchase Invoices". The comment field should make reference to the VAT period. This removes the requirement to creat...
Anonymous 11 months ago in IRIS KashFlow / Reports 0 Acknowledged

Ability to set all date dropdowns to "all" instead of the default "last 90 days"

I'm always having to change this dropdown, to see "all" invoices, jobs or transactions. It would be so helpful to select "all" set it for all dropdowns, and the choice to be remembered. Many of my customers don't come back within 90 days, so I cli...
Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add PURCHASE ORDER field to email templates

I can pull over #INVNUM# to bring over the invoice number, please can you add #INVPO# to bring over the text from the Purchase Order field so I can include it in the SUBJECT LINE of the email. This would be super handy and stop me having to do it ...
Guest 12 months ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Pay per feature

Hi i am a starter plan user and this is ideal for my business, however i just need the recurring invoicing feature, but i have to pay to upgrade to the higher plan but i have no use for all the other features. it would be great if i can just pay f...
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

SETTING TRANSACTION DATES IN SALES AND PURCHASE ACCOUNTS

In the new version of Kashflow, the date in customer and supplier accounts defaults back to 01/01/2024 meaning no previous transactions can be seen. Not helpful when we're only on 04/01/2024! It would be helpful if I could set the default date mys...
Guest about 1 year ago in IRIS KashFlow / Customers 0 Acknowledged

Are we able to add multiple email address for the overdue and new invoices to be sent to

This would be useful so that multiple people all get this incase one person misses the emails
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Associate project to expenses

At the moment, projects can only be associated to purchase invoices. Can't associate a project to an expense. Which makes no sense because expenses are still part of what our clients are billed for. So instead we have to do it manually. Also, it w...
Guest about 1 year ago in IRIS KashFlow / Projects 0 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 about 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 about 1 year ago in IRIS KashFlow / Payments 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 about 1 year ago in IRIS KashFlow / Other 0 Acknowledged