IRIS KashFlow

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Streamline your quote creation process with pre-written templates that remember pricing for each line item

I often find myself copying and pasting duplicate quote items from notepads into Kashflow. Would it be possible to incorporate a feature for pre-written quote templates that remember the pricing for each line item?

Anonymous over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Square sync customer transaction separately from the daily grouped account

It would be nice to have a feature where customer transaction gets synced separately from the grouped account kashflow creates from square because if a customer makes payment and then ask for a VAT invoice, square doesn't provide this and kashflow...

Guest 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

4 VOTE

Remove Country from address

Having United Kingdom at the bottom of customer address looks ridiculas and un-professional. When was the last time you received a letter with your country on the bottom of you address!!! It makes it look like it's been sent from abroad, which is ...

Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Update all customer information pages at once before clicking "update details" button

Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to ...

A Liptrot over 1 year ago in IRIS KashFlow / Customers 0 New

2 VOTE

Include outstanding VAT liability on dashboard

The liability for VAT quarters just finished, for which returns are not yet done or paid, appears not to be included on the dashboard - only the amount for the current quarter. This can be a significant sum and should be included.

Christina Spencer over 1 year ago in IRIS KashFlow / Dashboard 0 New

1 VOTE

Make it easier to change sequential customer invoice numbers

It would make more sense for Kashflow to use the most recently created sales invoice number as the basis of the next invoice number in the sequence (irrespective of the largest invoice number already used in the past). It could be that users want ...

Martin Greig 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Combined Line Total on Printouts

Currently on printouts each line item only shows the Net Value, Total for Net Value if Qty is more than 1, and VAT. It Would be great to see for each line item Net Value. VAT Value and Total Value.

Jonathan Barnett 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

3 VOTE

Implement 2FA for manual logins

You need to take data security seriously and secure all logins via 2FA, ideally via authenticator app or encryption key

Guest over 2 years ago in IRIS KashFlow / Uncategorised 0 New

1 VOTE

Remove "Add additional user" upon login

This is a redundant popup upon every login reminding to add additional users requiring an extra click to close it. What's so special about adding additional users? It's such a basic thing - it does not warrant such an annoying popup upon every login.

Guest 11 months ago in IRIS KashFlow / Dashboard 0 New

1 VOTE

The ability to add the customer contact numbers & emails on the invoice template

For future contact direct from my copy invoice files, without having to go in to each individual customer profile

Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

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