Help us improve

1 Vote

Transfer DD mandates

With the new Iris Pay and DD I would like to move my customers from Go Cardless to IRIS pay but there is no facility to do this. So I have to go through the painful process of getting all my customers to sign a new DD mandate. Surly there must be ...

Created 22 Jan 10:17am by Guest

IRIS KashFlow / Payments

0 New
2 Vote

Recurring Invoice Report

There is no report to export all recurring invoices to see what you are invoicing each customer.

Created 30 May 08:37am by Guest

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 ...

Created 7 Feb 02:45pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

To be able to connect millage to jobs

I have been using the millage app within Kashflow to log all of my trips. But this information goes nowhere within Kashflow. It would be great if when logging a trip that I could select which job it was going agasint. So all expenses are properly ...

Created 17 Jan 07:20pm by Peter Oram

IRIS KashFlow / Other

0 New
1 Vote

Setting the view for purchase invoices

Can I set purchase invoices to automatically open with 50 items instead of 10. Every time I open it I have to change the view. this is not a new idea. I see it has been raised before at least as long ago as 2018 but nothing has bene done about it....

Created 11 Jan 02:13pm by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Export Chart of accounts to .csv file

In the chart of accounts there is only the option to print a full list of the chart of accounts to a .pdf format. It would be useful to be able to download this into .csv format

Created 10 Jan 01:44pm by Guest

IRIS KashFlow / Other

0 New
1 Vote

Create Invoice - Add Default Payment Option

When I now copy an existing invoice as a new invoice, the payment option defaults to "No payment option" for some reason. This confused me as I never even thought to check what that option was set to (the customer previously used Iris Pay). It sho...

Created 10 Jan 01:33pm by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

To be able to view past sent statements

i am unable to view statements tht have been sent. I can only view a notes saying its been sent and the time not the actual statement.

Created 9 Jan 04:53pm by Anonymous

IRIS KashFlow / Customers

0 New
1 Vote

Include 'send statements' check box on Profile

This would be useful so it works in harmony with the new 'schedule statements' tab rather than all contacts receiving statements

Created 5 Jan 12:46pm by Guest

IRIS KashFlow

0 New
2 Vote

Ability to add Hyperlinks to Quotes when emailing

This was a function available in the old system. It is still available when emailing invoices as they are still in the old system. It was critical to our business as we insert links to products which are in the quotes. You can now only insert a 'p...

Created 27 Apr 07:31am by Bex Aiken

IRIS KashFlow / Invoicing & Quotes

0 New